Spirit of America Management Corp’s Baker Hughes BKR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.11M	Buy	74,000 +3,500	+5%	+$221K	0.77%	37
2026 Q1	$4.3M	Buy	70,500 +10,500	+18%	+$607K	0.85%	31
2025 Q4	$2.73M	Sell	60,000 -4,500	-7%	-$213K	0.58%	48
2025 Q3	$3.14M	Sell	64,500 -3,250	-5%	-$143K	0.63%	44
2025 Q2	$2.6M	Sell	67,750 -2,000	-3%	-$75.5K	0.54%	49
2025 Q1	$3.07M	Hold	69,750	–	–	0.62%	42
2024 Q4	$2.86M	Hold	69,750	–	–	0.58%	43
2024 Q3	$2.52M	Sell	69,750 -7,000	-9%	-$246K	0.5%	52
2024 Q2	$2.7M	Sell	76,750 -2,000	-3%	-$65.6K	0.55%	47
2024 Q1	$2.64M	Sell	78,750 -1,500	-2%	-$46.3K	0.53%	48
2023 Q4	$2.74M	Buy	80,250 +29,500	+58%	+$1.01M	0.6%	38
2023 Q3	$1.79M	Sell	50,750 -1,500	-3%	-$53.1K	0.4%	55
2023 Q2	$1.65M	Hold	52,250	–	–	0.37%	66
2023 Q1	$1.51M	Hold	52,250	–	–	0.34%	75
2022 Q4	$1.54M	Hold	52,250	–	–	0.35%	74
2022 Q3	$1.09M	Sell	52,250 -1,000	-2%	-$25K	0.26%	91
2022 Q2	$1.54M	Buy	53,250 +2,000	+4%	+$67.6K	0.35%	78
2022 Q1	$1.87M	Buy	51,250 +10,750	+27%	+$326K	0.37%	78
2021 Q4	$974K	Hold	40,500	–	–	0.2%	115
2021 Q3	$1M	Sell	40,500 -3,500	-8%	-$78K	0.22%	110
2021 Q2	$1.01M	Sell	44,000 -6,000	-12%	-$138K	0.22%	113
2021 Q1	$1.08M	Sell	50,000 -18,500	-27%	-$421K	0.26%	99
2020 Q4	$1.43M	Sell	68,500 -2,500	-4%	-$43.9K	0.36%	80
2020 Q3	$944K	Hold	71,000	–	–	0.26%	104
2020 Q2	$1.09M	Buy	71,000 +9,000	+15%	+$132K	0.28%	92
2020 Q1	$651K	Buy	62,000 +29,300	+90%	+$550K	0.21%	110
2019 Q4	$838K	Buy	+32,700	New	+$744K	0.15%	129

Other funds holding BKR

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Spirit of America Management Corp increased its Baker Hughes (BKR) stake by 5% in Q2 2026, buying an estimated $221K and bringing the position to 74,000 shares worth $4.11M. The position accounts for 0.77% of the portfolio, ranked #37.

Spirit of America Management Corp first reported a position in BKR in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.3M in Q1 2026. 791 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Spirit of America Management Corp held 74,000 shares of Baker Hughes worth $4.11M as of Q2 2026.
Spirit of America Management Corp bought 3,500 Baker Hughes shares in Q2 2026, an estimated $221K.
Baker Hughes made up 0.77% of Spirit of America Management Corp's portfolio in Q2 2026, its #37 holding.
Spirit of America Management Corp first reported a position in Baker Hughes in Q4 2019 and has held it in 27 quarters since.
Spirit of America Management Corp's Baker Hughes position peaked at $4.3M in Q1 2026.
791 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

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