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SIGMA INVESTMENT COUNSELORS INC Historic Quarter Change: USA Stocks, New

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SIGMA INVESTMENT COUNSELORS INC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, SIGMA INVESTMENT COUNSELORS INC opened 98 positions, added to 577, reduced 887 and sold out of 70.

  • Q2 2026: Stock IAUM; Country of operation United States; Class SHS REPSTG UN TR; Shares before 0.
  • Q2 2026: Stock AMD; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock AMGN; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock ADP; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1085163), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-02); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-29); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-25); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-08); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-05); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-28); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-05); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-05); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-28); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-01); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-07); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-04); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IAUM
ISHARES GOLD TRUST MICRO		United StatesSHS REPSTG UN TR0239,218+239,218$0$9,571,113+$9,571,1132026-07-28
Q2 2026AMD
ADVANCED MICRO DEVICES INC		United StatesCOM01,008+1,008$0$585,389+$585,3892026-07-28
Q2 2026AMGN
AMGEN INC		United StatesCOM01,595+1,595$0$577,514+$577,5142026-07-28
Q2 2026ADP
AUTOMATIC DATA PROCESSING IN		United StatesCOM02,270+2,270$0$508,367+$508,3672026-07-28
Q2 2026C
CITIGROUP INC		United StatesCOM NEW03,536+3,536$0$494,856+$494,8562026-07-28
Q2 2026MMM
3M CO		United StatesCOM02,546+2,546$0$412,161+$412,1612026-07-28
Q2 2026NSC
NORFOLK SOUTHN CORP		United StatesCOM01,152+1,152$0$362,420+$362,4202026-07-28
Q2 2026IBM
INTERNATIONAL BUSINESS MACHS		United StatesCOM01,284+1,284$0$361,068+$361,0682026-07-28
Q2 2026ITW
ILLINOIS TOOL WKS INC		United StatesCOM01,257+1,257$0$339,981+$339,9812026-07-28
Q2 2026EMR
EMERSON ELEC CO		United StatesCOM02,281+2,281$0$326,526+$326,5262026-07-28
Q2 2026CVS
CVS HEALTH CORP		United StatesCOM02,972+2,972$0$307,502+$307,5022026-07-28
Q2 2026TXN
TEXAS INSTRS INC		United StatesCOM0931+931$0$277,504+$277,5042026-07-28
Q2 2026PH
PARKER-HANNIFIN CORP		United StatesCOM0277+277$0$271,129+$271,1292026-07-28
Q2 2026ABT
ABBOTT LABORATORIES		United StatesCOM02,946+2,946$0$267,314+$267,3142026-07-28
Q2 2026MCD
MCDONALDS CORP		United StatesCOM0951+951$0$257,065+$257,0652026-07-28
Q2 2026PANW
PALO ALTO NETWORKS INC		United StatesCOM0752+752$0$256,484+$256,4842026-07-28
Q2 2026VLO
VALERO ENERGY CORP		United StatesCOM0977+977$0$254,472+$254,4722026-07-28
Q2 2026USB
US BANCORP		United StatesCOM NEW04,209+4,209$0$254,224+$254,2242026-07-28
Q2 2026KMB
KIMBERLY-CLARK CORP		United StatesCOM02,212+2,212$0$242,812+$242,8122026-07-28
Q2 2026GLW
CORNING INC		United StatesCOM0944+944$0$241,142+$241,1422026-07-28
Q2 2026CSX
CSX CORP		United StatesCOM04,841+4,841$0$230,106+$230,1062026-07-28
Q2 2026ROK
ROCKWELL AUTOMATION INC		United StatesCOM0461+461$0$228,244+$228,2442026-07-28
Q2 2026MAR
MARRIOTT INTL INC NEW		United StatesCL A0612+612$0$226,802+$226,8022026-07-28
Q2 2026MO
ALTRIA GROUP INC		United StatesCOM03,119+3,119$0$224,399+$224,3992026-07-28
Q2 2026TGT
TARGET CORP		United StatesCOM01,555+1,555$0$203,099+$203,0992026-07-28
Q1 2026CRWD
CROWDSTRIKE HLDGS INC		United StatesCL A08,950+8,950$0$3,494,075+$3,494,0752026-04-29
Q1 2026INTC
INTEL CORP		United StatesCOM04,894+4,894$0$215,977+$215,9772026-04-29
Q1 2026PSX
PHILLIPS 66		United StatesCOM01,175+1,175$0$214,088+$214,0882026-04-29
Q4 2025CPRT
COPART INC		United StatesCOM059,503+59,503$0$2,329,543+$2,329,5432026-02-03
Q4 2025T
AT&T INC		United StatesCOM013,456+13,456$0$334,240+$334,2402026-02-03
Q4 2025MU
MICRON TECHNOLOGY INC		United StatesCOM01,056+1,056$0$301,460+$301,4602026-02-03
Q4 2025GEV
GE VERNOVA INC		United StatesCOM0332+332$0$216,957+$216,9572026-02-03
Q4 2025C
CITIGROUP INC		United StatesCOM NEW01,797+1,797$0$209,722+$209,7222026-02-03
Q3 2025IAUM
ISHARES GOLD TR		United StatesSHARES REPRESENT0234,627+234,627$0$9,033,140+$9,033,1402025-10-29
Q3 2025NOW
SERVICENOW INC		United StatesCOM04,579+4,579$0$4,213,963+$4,213,9632025-10-29
Q3 2025CRWV
COREWEAVE INC		United StatesCOM CL A06,252+6,252$0$855,587+$855,5872025-10-29
Q3 2025GD
GENERAL DYNAMICS CORP		United StatesCOM0601+601$0$205,093+$205,0932025-10-29
Q3 2025PH
PARKER-HANNIFIN CORP		United StatesCOM0266+266$0$201,668+$201,6682025-10-29
Q2 2025APO
APOLLO GLOBAL MGMT INC		United StatesCOM017,643+17,643$0$2,503,013+$2,503,0132025-07-29
Q2 2025ETR
ENTERGY CORP NEW		United StatesCOM05,594+5,594$0$464,974+$464,9742025-07-29
Q2 2025PLTR
PALANTIR TECHNOLOGIES INC		United StatesCL A02,930+2,930$0$399,374+$399,3742025-07-29
Q2 2025ECL
ECOLAB INC		United StatesCOM01,005+1,005$0$270,788+$270,7882025-07-29
Q2 2025T
AT&T INC		United StatesCOM08,322+8,322$0$240,834+$240,8342025-07-29
Q2 2025TEL
TE CONNECTIVITY PLC		ORD SHS01,394+1,394$0$235,126+$235,1262025-07-29
Q2 2025GE
GE AEROSPACE		United StatesCOM NEW0820+820$0$211,143+$211,1432025-07-29
Q1 2025GBDC
GOLUB CAP BDC INC		United StatesCOM0722,268+722,268$0$10,935,137+$10,935,1372025-04-30
Q4 2024ANET
ARISTA NETWORKS INC		United StatesCOM SHS044,845+44,845$0$4,956,718+$4,956,7182025-02-04
Q4 2024DECK
DECKERS OUTDOOR CORP		United StatesCOM015,474+15,474$0$3,142,615+$3,142,6152025-02-04
Q4 2024SLB
SCHLUMBERGER LTD		COM STK067,154+67,154$0$2,574,685+$2,574,6852025-02-04
Q4 2024CMA
COMERICA INC		United StatesCOM05,087+5,087$0$314,642+$314,6422025-02-04
Q4 2024IBM
INTERNATIONAL BUSINESS MACHS		United StatesCOM01,067+1,067$0$234,478+$234,4782025-02-04
Q3 2024WMT
WALMART INC		United StatesCOM03,361+3,361$0$271,365+$271,3652024-10-23
Q3 2024CSCO
CISCO SYS INC		United StatesCOM05,019+5,019$0$267,108+$267,1082024-10-23
Q3 2024LNT
ALLIANT ENERGY CORP		United StatesCOM03,580+3,580$0$217,252+$217,2522024-10-23
Q3 2024TEL
TE CONNECTIVITY PLC		ORD SHS01,394+1,394$0$210,481+$210,4812024-10-23
Q3 2024ADSK
AUTODESK INC		United StatesCOM0750+750$0$206,610+$206,6102024-10-23
Q3 2024NSC
NORFOLK SOUTHN CORP		United StatesCOM0825+825$0$205,013+$205,0132024-10-23
Q2 2024KLAC
KLA CORP		United StatesCOM NEW04,568+4,568$0$3,766,469+$3,766,4692024-07-25
Q2 2024KMB
KIMBERLY-CLARK CORP		United StatesCOM02,270+2,270$0$313,714+$313,7142024-07-25
Q2 2024STX
SEAGATE TECHNOLOGY HLDNGS PL		ORD SHS02,093+2,093$0$216,145+$216,1452024-07-25
Q1 2024TDG
TRANSDIGM GROUP INC		United StatesCOM03,231+3,231$0$3,979,300+$3,979,3002024-04-25
Q1 2024NSC
NORFOLK SOUTHN CORP		United StatesCOM0825+825$0$210,268+$210,2682024-04-25
Q1 2024DTM
DT MIDSTREAM INC		United StatesCOMMON STOCK03,440+3,440$0$210,163+$210,1632024-04-25
Q1 2024PSX
PHILLIPS 66		United StatesCOM01,280+1,280$0$209,076+$209,0762024-04-25
Q1 2024NFLX
NETFLIX INC		United StatesCOM0340+340$0$206,493+$206,4932024-04-25
Q1 2024AMD
ADVANCED MICRO DEVICES INC		United StatesCOM01,118+1,118$0$201,788+$201,7882024-04-25
Q3 2016PM
PHILIP MORRIS INTL INC		United StatesCOM02,673+2,673$0$260,000+$260,0002016-11-02
Q3 2016GOOGL
ALPHABET INC		United StatesCAP STK CL A0294+294$0$236,000+$236,0002016-11-02
Q2 2016LII
LENNOX INTL INC		United StatesCOM016,671+16,671$0$2,377,000+$2,377,0002016-07-29
Q1 2016ULTA
ULTA SALON COSMETCS & FRAG I		United StatesCOM010,090+10,090$0$1,955,000+$1,955,0002016-04-25
Q1 2016GLD
SPDR GOLD TRUST		United StatesGOLD SHS02,152+2,152$0$253,000+$253,0002016-04-25
Q4 2015WY
WEYERHAEUSER CO		United StatesCOM042,945+42,945$0$1,287,000+$1,287,0002016-02-08
Q4 2015CMCSA
COMCAST CORP NEW		United StatesCL A05,244+5,244$0$296,000+$296,0002016-02-08
Q3 2015META
FACEBOOK INC		United StatesCL A027,023+27,023$0$2,429,000+$2,429,0002015-11-05
Q3 2015CTSH
COGNIZANT TECHNOLOGY SOLUTIO		United StatesCL A034,832+34,832$0$2,181,000+$2,181,0002015-11-05
Q3 2015MO
ALTRIA GROUP INC		United StatesCOM04,536+4,536$0$247,000+$247,0002015-11-05
Q3 2015WMT
WAL-MART STORES INC		United StatesCOM03,805+3,805$0$247,000+$247,0002015-11-05
Q3 2015HD
HOME DEPOT INC		United StatesCOM01,999+1,999$0$231,000+$231,0002015-11-05
Q3 2015ORLY
O REILLY AUTOMOTIVE INC NEW		United StatesCOM0800+800$0$200,000+$200,0002015-11-05
Q2 2015MET
METLIFE INC		United StatesCOM036,561+36,561$0$2,047,000+$2,047,0002015-07-28
Q1 2015COR
AMERISOURCEBERGEN CORP		United StatesCOM01,921+1,921$0$218,000+$218,0002015-05-05
Q1 2015KR
KROGER CO		United StatesCOM02,778+2,778$0$213,000+$213,0002015-05-05
Q4 2014PM
PHILIP MORRIS INTL INC		United StatesCOM02,503+2,503$0$204,000+$204,0002015-02-05
Q3 2014SHW
SHERWIN WILLIAMS CO		United StatesCOM021,278+21,278$0$4,660,000+$4,660,0002014-10-28
Q3 2014SNA
SNAP ON INC		United StatesCOM019,290+19,290$0$2,336,000+$2,336,0002014-10-28
Q3 2014FCX
FREEPORT-MCMORAN INC		United StatesCL B050,840+50,840$0$1,660,000+$1,660,0002014-10-28
Q2 2014FFIV
F5 NETWORKS INC		United StatesCOM019,295+19,295$0$2,150,000+$2,150,0002014-08-01
Q2 2014DIS
DISNEY WALT CO		United StatesCOM DISNEY03,055+3,055$0$262,000+$262,0002014-08-01
Q2 2014DNOW
NOW INC		United StatesCOM06,244+6,244$0$226,000+$226,0002014-08-01
Q1 2014SWKS
SKYWORKS SOLUTIONS INC		United StatesCOM072,850+72,850$0$2,733,000+$2,733,0002014-05-07
Q1 2014BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW07,555+7,555$0$944,000+$944,0002014-05-07
Q4 2013AMZN
AMAZON COM INC		United StatesCOM07,676+7,676$0$3,061,000+$3,061,0002014-02-04
Q4 2013SNPS
SYNOPSYS INC		United StatesCOM055,420+55,420$0$2,248,000+$2,248,0002014-02-04
Q4 2013FELE
FRANKLIN ELEC INC		United StatesCOM04,800+4,800$0$214,000+$214,0002014-02-04
Q4 2013EMR
EMERSON ELEC CO		United StatesCOM02,969+2,969$0$208,000+$208,0002014-02-04
Q3 2013AMGN
AMGEN INC		United StatesCOM05,262+5,262$0$589,000+$589,0002013-11-01
Q3 2013PEP
PEPSICO INC		United StatesCOM02,881+2,881$0$229,000+$229,0002013-11-01
Q3 2013ADP
AUTOMATIC DATA PROCESSING IN		United StatesCOM02,839+2,839$0$205,000+$205,0002013-11-01

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