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Sigma Planning Corp’s Samsara IOT Stock Holding History

Sigma Planning Corp’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$253K Sell
7,993
-168
-2% -$5.13K 0.01% 1114
2025
Q4 		$289K Buy
8,161
+556
+7% +$21.5K 0.01% 1045
2025
Q3 		$283K Sell
7,605
-5,240
-41% -$195K 0.01% 1053
2025
Q2 		$511K Sell
12,845
-673
-5% -$27.8K 0.02% 773
2025
Q1 		$518K Sell
13,518
-100
-0.7% -$4.66K 0.02% 727
2024
Q4 		$595K Sell
13,618
-1,264
-8% -$62.2K 0.02% 666
2024
Q3 		$716K Sell
14,882
-4,006
-21% -$162K 0.02% 611
2024
Q2 		$637K Sell
18,888
-2,501
-12% -$86.3K 0.02% 631
2024
Q1 		$808K Buy
+21,389
New +$728K 0.03% 572

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sigma Planning Corp's IOT Position: Q1 2026 in Review

Sigma Planning Corp reduced its Samsara (IOT) stake by 2.1% in Q1 2026, selling an estimated $5.13K and leaving 7,993 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #1114.

Sigma Planning Corp first reported a position in IOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $808K in Q1 2024. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Sigma Planning Corp held 7,993 shares of Samsara worth $253K as of Q1 2026.
  • Sigma Planning Corp sold 168 Samsara shares in Q1 2026, an estimated $5.13K.
  • Samsara made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1114 holding.
  • Sigma Planning Corp first reported a position in Samsara in Q1 2024 and has held it in 9 quarters since.
  • Sigma Planning Corp's Samsara position peaked at $808K in Q1 2024.
  • 538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.