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

Beese Fulmer 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	$574K	Buy	+1,349	New	+$626K	0.04%	195
2025 Q3	–	Sell	-438	Closed	-$231K	–	296
2025 Q2	$231K	Sell	438 -1	-0.2%	-$499	0.02%	266
2025 Q1	$223K	Buy	439 +21	+5%	+$10.7K	0.02%	227
2024 Q4	$208K	Sell	418 -4	-0.9%	-$2.03K	0.02%	218
2024 Q3	$218K	Buy	+422	New	+$209K	0.02%	216
2020 Q3	–	Sell	-130	Closed	-$43K	–	487
2020 Q2	$43K	Buy	+130	New	+$39.1K	0.01%	334

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

Beese Fulmer Investment Management's SPGI Position: Q1 2026 in Review

Beese Fulmer Investment Management opened a new position in S&P Global (SPGI) in Q1 2026: 1,349 shares worth $574K. The stake represents 0.04% of the portfolio and ranks #195 among its holdings. This is a return to the name: Beese Fulmer Investment Management previously reported a position in SPGI as recently as Q2 2025.

Beese Fulmer Investment Management first reported a position in SPGI in Q2 2020 and has held it in 6 quarters since. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Beese Fulmer Investment Management held 1,349 shares of S&P Global worth $574K as of Q1 2026.
S&P Global was a new Beese Fulmer Investment Management position in Q1 2026.
S&P Global made up 0.04% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #195 holding.
Beese Fulmer Investment Management first reported a position in S&P Global in Q2 2020 and has held it in 6 quarters since.
2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.