Spirit of America Management Corp’s Philip Morris PM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$886K	Buy	4,900 +100	+2%	+$17.3K	0.17%	132
2026 Q1	$794K	Hold	4,800	–	–	0.16%	140
2025 Q4	$770K	Hold	4,800	–	–	0.16%	144
2025 Q3	$779K	Hold	4,800	–	–	0.16%	148
2025 Q2	$874K	Sell	4,800 -2,000	-29%	-$343K	0.18%	134
2025 Q1	$1.08M	Sell	6,800 -3,500	-34%	-$496K	0.22%	105
2024 Q4	$1.24M	Hold	10,300	–	–	0.25%	94
2024 Q3	$1.25M	Sell	10,300 -1,500	-13%	-$174K	0.25%	97
2024 Q2	$1.2M	Sell	11,800 -3,550	-23%	-$347K	0.24%	91
2024 Q1	$1.41M	Hold	15,350	–	–	0.28%	84
2023 Q4	$1.44M	Hold	15,350	–	–	0.32%	78
2023 Q3	$1.42M	Hold	15,350	–	–	0.32%	70
2023 Q2	$1.5M	Hold	15,350	–	–	0.34%	72
2023 Q1	$1.49M	Sell	15,350 -2,000	-12%	-$199K	0.33%	78
2022 Q4	$1.76M	Sell	17,350 -1,000	-5%	-$94.4K	0.39%	68
2022 Q3	$1.52M	Buy	18,350 +500	+3%	+$47.7K	0.36%	75
2022 Q2	$1.76M	Sell	17,850 -750	-4%	-$76.5K	0.4%	71
2022 Q1	$1.75M	Hold	18,600	–	–	0.34%	81
2021 Q4	$1.77M	Hold	18,600	–	–	0.35%	85
2021 Q3	$1.76M	Hold	18,600	–	–	0.38%	82
2021 Q2	$1.84M	Buy	18,600 +250	+1%	+$24K	0.39%	73
2021 Q1	$1.63M	Buy	18,350 +1,000	+6%	+$84.9K	0.39%	73
2020 Q4	$1.44M	Buy	17,350 +2,000	+13%	+$156K	0.36%	79
2020 Q3	$1.15M	Buy	15,350 +2,000	+15%	+$154K	0.31%	93
2020 Q2	$935K	Buy	13,350 +6,000	+82%	+$437K	0.24%	106
2020 Q1	$536K	Hold	7,350	–	–	0.17%	123
2019 Q4	$625K	Hold	7,350	–	–	0.11%	148
2019 Q3	$558K	Hold	7,350	–	–	0.09%	154
2019 Q2	$577K	Hold	7,350	–	–	0.09%	152
2019 Q1	$650K	Hold	7,350	–	–	0.1%	146
2018 Q4	$491K	Hold	7,350	–	–	0.08%	168
2018 Q3	$599K	Sell	7,350 -1,890	-20%	-$155K	0.07%	168
2018 Q2	$746K	Sell	9,240 -2,710	-23%	-$230K	0.09%	152
2018 Q1	$1.19M	Sell	11,950 -730	-6%	-$76K	0.16%	118
2017 Q4	$1.34M	Sell	12,680 -4,050	-24%	-$432K	0.15%	116
2017 Q3	$1.86M	Hold	16,730	–	–	0.2%	97
2017 Q2	$1.97M	Buy	16,730 +500	+3%	+$57.9K	0.21%	91
2017 Q1	$1.83M	Hold	16,230	–	–	0.19%	96
2016 Q4	$1.49M	Hold	16,230	–	–	0.17%	102
2016 Q3	$1.58M	Hold	16,230	–	–	0.21%	96
2016 Q2	$1.65M	Buy	16,230 +1,520	+10%	+$152K	0.24%	86
2016 Q1	$1.44M	Buy	14,710 +1,100	+8%	+$101K	0.26%	86
2015 Q4	$1.2M	Hold	13,610	–	–	0.23%	94
2015 Q3	$1.08M	Hold	13,610	–	–	0.22%	93
2015 Q2	$1.09M	Buy	13,610 +1,810	+15%	+$149K	0.21%	100
2015 Q1	$889K	Buy	11,800 +2,400	+26%	+$195K	0.19%	123
2014 Q4	$766K	Hold	9,400	–	–	0.19%	140
2014 Q3	$784K	Hold	9,400	–	–	0.24%	128
2014 Q2	$793K	Hold	9,400	–	–	0.32%	107
2014 Q1	$770K	Buy	+9,400	New	+$759K	0.32%	105
2013 Q4	–	Sell	-12,500	Closed	-$1.08M	–	165
2013 Q3	$1.08M	Buy	12,500 +500	+4%	+$43.7K	0.4%	77
2013 Q2	$1.04M	Buy	+12,000	New	+$1.12M	0.37%	76

Other funds holding PM

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

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

Spirit of America Management Corp increased its Philip Morris (PM) stake by 2.1% in Q2 2026, buying an estimated $17.3K and bringing the position to 4,900 shares worth $886K. The position accounts for 0.17% of the portfolio, ranked #132.

Spirit of America Management Corp first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.97M in Q2 2017. 1,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Spirit of America Management Corp held 4,900 shares of Philip Morris worth $886K as of Q2 2026.
Spirit of America Management Corp bought 100 Philip Morris shares in Q2 2026, an estimated $17.3K.
Philip Morris made up 0.17% of Spirit of America Management Corp's portfolio in Q2 2026, its #132 holding.
Spirit of America Management Corp first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
Spirit of America Management Corp's Philip Morris position peaked at $1.97M in Q2 2017.
1,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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