FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC PMO PUTNAM MUNI OPPTNY TR SBI mf

Ownership history in FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC  ·  45 quarters on record

AI Ownership Summary

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC reported PUTNAM MUNI OPPTNY TR SBI mf (PMO) in 45 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows PMO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC's position in PUTNAM MUNI OPPTNY TR SBI mf, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PMO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC held PMO — position size vs. price
% of Fund (quarterly)    PMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 12,262 0% 0.01% $129K 2026-07-16 $10.70
2026 Q1 UNCHANGED 12,262 0% 0.01% $126K 2026-04-23 $10.26
43 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC and PMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC reported owning PMO?

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC reported PMO across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported PMO position in FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC's portfolio?

The largest reported portfolio weight for PMO was 0.01% in 2026 Q1.

What is the latest reported PMO position on this page?

The most recent filing on this page is 2026 Q2, when FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC reported 12,262 shares, equal to 0.01% of portfolio, with an estimated market value of $129K.

What does the chart on this PMO ownership page compare?

The chart compares FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC's quarterly PMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC time their PMO position?

Based on 13F filing dates vs. subsequent PMO price moves, FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on PMO relative to SPY over the holding period was -4.2%.

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