AIMZ Investment Advisors’s S&P Global SPGI Stock Holding History

AIMZ Investment Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.25M	Sell	2,932 -40	-1%	-$18.6K	0.39%	68
2025 Q4	$1.55M	Sell	2,972 -24	-0.8%	-$11.9K	0.44%	64
2025 Q3	$1.46M	Hold	2,996	–	–	0.46%	64
2025 Q2	$1.58M	Sell	2,996 -60	-2%	-$29.9K	0.53%	62
2025 Q1	$1.55M	Sell	3,056 -25	-0.8%	-$12.8K	0.54%	60
2024 Q4	$1.53M	Sell	3,081 -41	-1%	-$20.8K	0.53%	59
2024 Q3	$1.61M	Hold	3,122	–	–	0.55%	55
2024 Q2	$1.39M	Hold	3,122	–	–	0.5%	61
2024 Q1	$1.33M	Buy	+3,122	New	+$1.35M	0.5%	59

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AIMZ Investment Advisors's SPGI Position: Q1 2026 in Review

AIMZ Investment Advisors reduced its S&P Global (SPGI) stake by 1.3% in Q1 2026, selling an estimated $18.6K and leaving 2,932 shares worth $1.25M. The position accounts for 0.39% of the portfolio, ranked #68.

AIMZ Investment Advisors first reported a position in SPGI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.61M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

AIMZ Investment Advisors held 2,932 shares of S&P Global worth $1.25M as of Q1 2026.
AIMZ Investment Advisors sold 40 S&P Global shares in Q1 2026, an estimated $18.6K.
S&P Global made up 0.39% of AIMZ Investment Advisors's portfolio in Q1 2026, its #68 holding.
AIMZ Investment Advisors first reported a position in S&P Global in Q1 2024 and has held it in 9 quarters since.
AIMZ Investment Advisors's S&P Global position peaked at $1.61M in Q3 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.