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 Q2	$317K	Sell	779 -570	-42%	-$241K	0.02%	287
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Beese Fulmer Investment Management's SPGI Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its S&P Global (SPGI) stake by 42% in Q2 2026, selling an estimated $241K and leaving 779 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #287.

Beese Fulmer Investment Management first reported a position in SPGI in Q2 2020 and has held it in 7 quarters since. The position peaked at $574K in Q1 2026. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Beese Fulmer Investment Management held 779 shares of S&P Global worth $317K as of Q2 2026.
Beese Fulmer Investment Management sold 570 S&P Global shares in Q2 2026, an estimated $241K.
S&P Global made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #287 holding.
Beese Fulmer Investment Management first reported a position in S&P Global in Q2 2020 and has held it in 7 quarters since.
Beese Fulmer Investment Management's S&P Global position peaked at $574K in Q1 2026.
2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.