Sigma Planning Corp

SEC CIK: 0001449126
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

MSFT holding history

Microsoft Corp in every 13F filed by Sigma Planning Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overview All 13F holders of MSFT Full Q2 2026 holdings

Shares (Q2 2026): 134,286
Value: $50.1M
% of portfolio: 1.3%
Quarters held: 22; Since Q1 2021

Holdings of MSFT by Sigma Planning Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	134,286	$50.1M	1.3%	−775−0.6%	Reduced	Holders
Q1 2026	135,061	$50.0M	1.4%	+500.0%	Added	Holders
Q4 2025	135,011	$65.4M	1.8%	+340+0.3%	Added	Holders
Q3 2025	134,671	$69.8M	2.0%	−784−0.6%	Reduced	Holders
Q2 2025	135,455	$67.4M	2.0%	−16,246−10.7%	Reduced	Holders
Q1 2025	151,701	$56.9M	1.8%	+2,425+1.6%	Added	Holders
Q4 2024	149,276	$62.9M	2.0%	−9,785−6.2%	Reduced	Holders
Q3 2024	159,061	$68.4M	2.1%	−4,475−2.7%	Reduced	Holders
Q2 2024	163,536	$73.1M	2.3%	−11,997−6.8%	Reduced	Holders
Q1 2024	175,533	$73.9M	2.3%	+92,492+111.4%	Added	Holders
Q4 2023	83,041	$31.2M	2.4%	−85,817−50.8%	Reduced	Holders
Q3 2023	168,858	$53.3M	2.0%	−1,998−1.2%	Reduced	Holders
Q2 2023	170,856	$58.2M	2.1%	−9,866−5.5%	Reduced	Holders
Q1 2023	180,722	$52.1M	1.7%	−4,012−2.2%	Reduced	Holders
Q4 2022	184,734	$44.3M	1.6%	−3,685−2.0%	Reduced	Holders
Q3 2022	188,419	$43.9M	1.7%	−1,721−0.9%	Reduced	Holders
Q2 2022	190,140	$48.8M	1.8%	−22,741−10.7%	Reduced	Holders
Q1 2022	212,881	$65.6M	2.0%	−460−0.2%	Reduced	Holders
Q4 2021	213,341	$71.8M	2.0%	−5,654−2.6%	Reduced	Holders
Q3 2021	218,995	$61.7M	1.9%	+1,533+0.7%	Added	Holders
Q2 2021	217,462	$58.9M	1.8%	+24,941+13.0%	Added	Holders
Q1 2021	192,521	$45.4M	1.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.