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

Baldwin 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 		$4.74M Buy
11,137
+666
+6% +$309K 0.55% 26
2025
Q4 		$5.47M Buy
10,471
+229
+2% +$113K 0.62% 22
2025
Q3 		$4.99M Buy
10,242
+140
+1% +$75K 0.57% 24
2025
Q2 		$5.33M Buy
10,102
+253
+3% +$126K 0.64% 19
2025
Q1 		$5M Buy
9,849
+357
+4% +$182K 0.6% 19
2024
Q4 		$4.73M Sell
9,492
-104
-1% -$52.8K 0.62% 22
2024
Q3 		$4.96M Buy
9,596
+31
+0.3% +$15.3K 0.62% 20
2024
Q2 		$4.27M Sell
9,565
-86
-0.9% -$36.9K 0.58% 21
2024
Q1 		$4.11M Buy
9,651
+882
+10% +$382K 0.56% 24
2023
Q4 		$3.86M Buy
8,769
+160
+2% +$63.1K 0.6% 23
2023
Q3 		$3.15M Buy
8,609
+502
+6% +$197K 0.53% 26
2023
Q2 		$3.25M Buy
8,107
+729
+10% +$266K 0.54% 31
2023
Q1 		$2.54M Buy
7,378
+3,770
+104% +$1.33M 0.45% 38
2022
Q4 		$1.21M Buy
3,608
+270
+8% +$89K 0.22% 75
2022
Q3 		$1.02K Sell
3,338
-505
-13% -$181K 0.21% 79
2022
Q2 		$1.29K Sell
3,843
-191
-5% -$68.1K 0.25% 71
2022
Q1 		$1.66K Buy
4,034
+1,945
+93% +$792K 0.25% 70
2021
Q4 		$986 Buy
2,089
+32
+2% +$14.6K 0.15% 107
2021
Q3 		$874K Sell
2,057
-68
-3% -$29.5K 0.15% 108
2021
Q2 		$872K Sell
2,125
-50
-2% -$19.2K 0.15% 112
2021
Q1 		$767K Buy
+2,175
New +$724K 0.14% 120

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

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

Baldwin Investment Management increased its S&P Global (SPGI) stake by 6.4% in Q1 2026, buying an estimated $309K and bringing the position to 11,137 shares worth $4.74M. The position accounts for 0.55% of the portfolio, ranked #26.

Baldwin Investment Management first reported a position in SPGI in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.47M in Q4 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Baldwin Investment Management held 11,137 shares of S&P Global worth $4.74M as of Q1 2026.
  • Baldwin Investment Management bought 666 S&P Global shares in Q1 2026, an estimated $309K.
  • S&P Global made up 0.55% of Baldwin Investment Management's portfolio in Q1 2026, its #26 holding.
  • Baldwin Investment Management first reported a position in S&P Global in Q1 2021 and has held it in 21 quarters since.
  • Baldwin Investment Management's S&P Global position peaked at $5.47M in Q4 2025.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.