Spirit of America Management Corp’s Apple AAPL Stock Holding History

Spirit of America Management Corp’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.3M	Sell	35,482 -200	-0.6%	-$57.2K	1.94%	6
2026 Q1	$9.06M	Sell	35,682 -100	-0.3%	-$26K	1.79%	7
2025 Q4	$9.73M	Sell	35,782 -100	-0.3%	-$26.8K	2.06%	3
2025 Q3	$9.14M	Sell	35,882 -3,100	-8%	-$700K	1.83%	5
2025 Q2	$8M	Sell	38,982 -5,200	-12%	-$1.05M	1.67%	7
2025 Q1	$9.81M	Sell	44,182 -1,000	-2%	-$232K	1.99%	10
2024 Q4	$11.3M	Sell	45,182 -200	-0.4%	-$47.1K	2.29%	3
2024 Q3	$10.6M	Sell	45,382 -1,000	-2%	-$223K	2.11%	8
2024 Q2	$9.77M	Sell	46,382 -600	-1%	-$112K	1.98%	10
2024 Q1	$8.06M	Sell	46,982 -1,750	-4%	-$318K	1.62%	12
2023 Q4	$9.38M	Sell	48,732 -300	-0.6%	-$55.4K	2.06%	9
2023 Q3	$8.39M	Sell	49,032 -200	-0.4%	-$36.7K	1.9%	14
2023 Q2	$9.55M	Sell	49,232 -100	-0.2%	-$17.4K	2.15%	13
2023 Q1	$8.13M	Sell	49,332 -4,500	-8%	-$664K	1.82%	15
2022 Q4	$6.99M	Sell	53,832 -1,400	-3%	-$200K	1.57%	18
2022 Q3	$7.63M	Sell	55,232 -1,850	-3%	-$290K	1.81%	14
2022 Q2	$7.8M	Sell	57,082 -2,500	-4%	-$379K	1.77%	12
2022 Q1	$10.4M	Sell	59,582 -5,700	-9%	-$959K	2.03%	12
2021 Q4	$11.6M	Sell	65,282 -1,550	-2%	-$245K	2.33%	7
2021 Q3	$9.46M	Sell	66,832 -1,750	-3%	-$258K	2.04%	10
2021 Q2	$9.39M	Sell	68,582 -4,500	-6%	-$583K	2.01%	12
2021 Q1	$8.93M	Sell	73,082 -100	-0.1%	-$12.8K	2.11%	10
2020 Q4	$9.71M	Hold	73,182	–	–	2.43%	9
2020 Q3	$8.47M	Sell	73,182 -3,910	-5%	-$427K	2.31%	10
2020 Q2	$7.03M	Sell	77,092 -400	-0.5%	-$31K	1.8%	15
2020 Q1	$4.93M	Sell	77,492 -2,800	-3%	-$206K	1.58%	16
2019 Q4	$5.89M	Hold	80,292	–	–	1.03%	26
2019 Q3	$4.5M	Sell	80,292 -1,200	-1%	-$62.7K	0.73%	42
2019 Q2	$4.03M	Sell	81,492 -4,188	-5%	-$204K	0.61%	43
2019 Q1	$4.07M	Sell	85,680 -4,320	-5%	-$183K	0.59%	40
2018 Q4	$3.55M	Buy	90,000 +2,260	+3%	+$110K	0.56%	46
2018 Q3	$4.95M	Sell	87,740 -5,460	-6%	-$284K	0.62%	48
2018 Q2	$4.31M	Sell	93,200 -400	-0.4%	-$18.1K	0.53%	51
2018 Q1	$3.93M	Buy	93,600 +800	+0.9%	+$34.4K	0.52%	55
2017 Q4	$3.93M	Hold	92,800	–	–	0.44%	54
2017 Q3	$3.58M	Hold	92,800	–	–	0.38%	55
2017 Q2	$3.34M	Hold	92,800	–	–	0.36%	57
2017 Q1	$3.33M	Hold	92,800	–	–	0.35%	64
2016 Q4	$2.69M	Hold	92,800	–	–	0.31%	73
2016 Q3	$2.62M	Sell	92,800 -8,000	-8%	-$212K	0.34%	69
2016 Q2	$2.41M	Hold	100,800	–	–	0.35%	67
2016 Q1	$2.75M	Hold	100,800	–	–	0.49%	55
2015 Q4	$2.65M	Hold	100,800	–	–	0.51%	55
2015 Q3	$2.78M	Hold	100,800	–	–	0.58%	48
2015 Q2	$3.16M	Hold	100,800	–	–	0.61%	49
2015 Q1	$3.14M	Hold	100,800	–	–	0.66%	42
2014 Q4	$2.78M	Hold	100,800	–	–	0.71%	36
2014 Q3	$2.54M	Hold	100,800	–	–	0.77%	30
2014 Q2	$2.34M	Sell	100,800 -5,600	-5%	-$119K	0.93%	24
2014 Q1	$2.04M	Buy	+106,400	New	+$2.02M	0.84%	27
2013 Q4	–	Sell	-106,400	Closed	-$1.81M	–	85
2013 Q3	$1.81M	Hold	106,400	–	–	0.67%	40
2013 Q2	$1.5M	Buy	+106,400	New	+$1.64M	0.54%	56

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Spirit of America Management Corp's AAPL Position: Q2 2026 in Review

Spirit of America Management Corp reduced its Apple (AAPL) stake by 0.56% in Q2 2026, selling an estimated $57.2K and leaving 35,482 shares worth $10.3M. The position accounts for 1.94% of the portfolio, ranked #6.

Spirit of America Management Corp first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.6M in Q4 2021. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Spirit of America Management Corp held 35,482 shares of Apple worth $10.3M as of Q2 2026.
Spirit of America Management Corp sold 200 Apple shares in Q2 2026, an estimated $57.2K.
Apple made up 1.94% of Spirit of America Management Corp's portfolio in Q2 2026, its #6 holding.
Spirit of America Management Corp first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
Spirit of America Management Corp's Apple position peaked at $11.6M in Q4 2021.
4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.