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Brown, Lisle/Cummings’s S&P Global SPGI Stock Holding History

Brown, Lisle/Cummings’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 		$11.5K Buy
27
+10
+59% +$4.64K ﹤0.01% 548
2025
Q4 		$8.88K Hold
17
– – ﹤0.01% 515
2025
Q3 		$8.27K Hold
17
– – ﹤0.01% 523
2025
Q2 		$8.96K Hold
17
– – ﹤0.01% 513
2025
Q1 		$8.64K Buy
17
+11
+183% +$5.62K ﹤0.01% 508
2024
Q4 		$2.99K Buy
+6
New +$3.04K ﹤0.01% 577

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Brown, Lisle/Cummings's SPGI Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its S&P Global (SPGI) stake by 59% in Q1 2026, buying an estimated $4.64K and bringing the position to 27 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Brown, Lisle/Cummings first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Brown, Lisle/Cummings held 27 shares of S&P Global worth $11.5K as of Q1 2026.
  • Brown, Lisle/Cummings bought 10 S&P Global shares in Q1 2026, an estimated $4.64K.
  • S&P Global made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #548 holding.
  • Brown, Lisle/Cummings first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.