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Anchor Investment Management’s S&P Global SPGI Stock Holding History

Anchor Investment Management’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 		$1.23M Sell
2,889
-449
-13% -$208K 0.1% 171
2025
Q4 		$1.74M Sell
3,338
-1,335
-29% -$661K 0.14% 142
2025
Q3 		$2.27M Buy
4,673
+121
+3% +$64.8K 0.19% 129
2025
Q2 		$2.4M Buy
4,552
+202
+5% +$101K 0.21% 123
2025
Q1 		$2.21M Sell
4,350
-237
-5% -$121K 0.21% 123
2024
Q4 		$2.28M Buy
4,587
+1,542
+51% +$782K 0.21% 116
2024
Q3 		$1.57M Sell
3,045
-92
-3% -$45.5K 0.15% 144
2024
Q2 		$1.4M Sell
3,137
-85
-3% -$36.5K 0.14% 146
2024
Q1 		$1.37M Sell
3,222
-37
-1% -$16K 0.14% 150
2023
Q4 		$1.44M Sell
3,259
-1,313
-29% -$518K 0.16% 141
2023
Q3 		$1.67M Sell
4,572
-440
-9% -$173K 0.22% 116
2023
Q2 		$2.01M Buy
5,012
+107
+2% +$39.1K 0.26% 108
2023
Q1 		$1.69M Buy
4,905
+545
+13% +$192K 0.23% 115
2022
Q4 		$1.46M Sell
4,360
-470
-10% -$155K 0.21% 126
2022
Q3 		$1.47M Buy
4,830
+9
+0.2% +$3.22K 0.23% 116
2022
Q2 		$1.62M Buy
4,821
+254
+6% +$90.5K 0.24% 111
2022
Q1 		$1.87M Buy
4,567
+21
+0.5% +$8.55K 0.24% 109
2021
Q4 		$2.15M Sell
4,546
-94
-2% -$43K 0.27% 96
2021
Q3 		$1.97M Sell
4,640
-293
-6% -$127K 0.27% 95
2021
Q2 		$2.02M Buy
4,933
+45
+0.9% +$17.3K 0.28% 94
2021
Q1 		$1.72M Buy
4,888
+605
+14% +$201K 0.26% 99
2020
Q4 		$1.41M Buy
4,283
+22
+0.5% +$7.42K 0.25% 97
2020
Q3 		$1.54M Buy
4,261
+28
+0.7% +$9.88K 0.31% 86
2020
Q2 		$1.39M Sell
4,233
-100
-2% -$30.1K 0.31% 88
2020
Q1 		$1.06M Buy
4,333
+34
+0.8% +$9.33K 0.27% 99
2019
Q4 		$1.17M Buy
4,299
+190
+5% +$49.4K 0.25% 112
2019
Q3 		$1.01M Sell
4,109
-30
-0.7% -$7.5K 0.23% 119
2019
Q2 		$943K Buy
4,139
+31
+0.8% +$6.77K 0.22% 121
2019
Q1 		$865K Buy
4,108
+123
+3% +$23.8K 0.22% 129
2018
Q4 		$677K Sell
3,985
-60
-1% -$10.7K 0.19% 134
2018
Q3 		$790K Sell
4,045
-13
-0.3% -$2.68K 0.18% 138
2018
Q2 		$827K Buy
4,058
+140
+4% +$27.7K 0.2% 131
2018
Q1 		$749K Buy
3,918
+160
+4% +$29.5K 0.2% 132
2017
Q4 		$637K Sell
3,758
-71
-2% -$11.6K 0.17% 141
2017
Q3 		$599K Buy
3,829
+50
+1% +$7.6K 0.18% 135
2017
Q2 		$552K Buy
3,779
+220
+6% +$30.5K 0.18% 127
2017
Q1 		$465K Sell
3,559
-50
-1% -$6.22K 0.16% 139
2016
Q4 		$388K Hold
3,609
– – 0.15% 147
2016
Q3 		$457K Sell
3,609
-85
-2% -$10.2K 0.18% 127
2016
Q2 		$396K Buy
+3,694
New +$396K 0.16% 151

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Anchor Investment Management's SPGI Position: Q1 2026 in Review

Anchor Investment Management reduced its S&P Global (SPGI) stake by 13% in Q1 2026, selling an estimated $208K and leaving 2,889 shares worth $1.23M. The position accounts for 0.1% of the portfolio, ranked #171.

Anchor Investment Management first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.4M in Q2 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Anchor Investment Management held 2,889 shares of S&P Global worth $1.23M as of Q1 2026.
  • Anchor Investment Management sold 449 S&P Global shares in Q1 2026, an estimated $208K.
  • S&P Global made up 0.1% of Anchor Investment Management's portfolio in Q1 2026, its #171 holding.
  • Anchor Investment Management first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Anchor Investment Management's S&P Global position peaked at $2.4M in Q2 2025.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.