Ownership history in Sigma Planning Corp · 66 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 621,839 | +611,839 | +6118.4% | 4.67% | $169.2M | $271.61 |
| 2025 Q3 | REDUCED | 10,000 | -616,117 | -98.4% | 0.01% | $238K | $254.15 |
| 2025 Q3 | ADDED | 626,117 | +595,117 | +1919.7% | 4.53% | $159.4M | $254.15 |
| 2025 Q2 | REDUCED | 31,000 | -620,503 | -95.2% | 0.01% | $265K | $204.55 |
| 2025 Q2 | REDUCED | 651,503 | -43,012 | -6.2% | 4.02% | $133.7M | $204.55 |
| 2025 Q1 | ADDED | 694,515 | +781 | +0.1% | 4.92% | $154.3M | $221.17 |
| 2024 Q4 | REDUCED | 693,734 | -15,705 | -2.2% | 5.46% | $173.7M | $249.06 |
| 2024 Q3 | REDUCED | 709,439 | -24,626 | -3.4% | 5.06% | $165.3M | $231.48 |
| 2024 Q2 | REDUCED | 734,065 | -45,206 | -5.8% | 4.90% | $154.6M | $209.00 |
| 2024 Q1 | ADDED | 779,271 | +505,741 | +184.9% | 4.20% | $133.6M | $169.93 |
As of 2025 Q4 — sorted by position size