Douglas Lane & Associates’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.5M Buy
28,352
+26,400
+1,352% +$11.1M 0.16% 116
2026
Q1
$830K Buy
1,952
+385
+25% +$179K 0.01% 157
2025
Q4
$819K Sell
1,567
-3
-0.2% -$1.48K 0.01% 163
2025
Q3
$764K Sell
1,570
-160
-9% -$85.7K 0.01% 162
2025
Q2
$912K Buy
1,730
+8
+0.5% +$3.99K 0.01% 160
2025
Q1
$875K Sell
1,722
-33
-2% -$16.9K 0.01% 163
2024
Q4
$874K Hold
1,755
0.01% 164
2024
Q3
$907K Sell
1,755
-30
-2% -$14.8K 0.01% 164
2024
Q2
$796K Sell
1,785
-200
-10% -$85.8K 0.01% 167
2024
Q1
$845K Buy
1,985
+32
+2% +$13.9K 0.01% 167
2023
Q4
$860K Sell
1,953
-20
-1% -$7.89K 0.01% 162
2023
Q3
$721K Buy
1,973
+261
+15% +$103K 0.01% 158
2023
Q2
$686K Buy
1,712
+391
+30% +$143K 0.01% 165
2023
Q1
$455K Buy
1,321
+5
+0.4% +$1.76K 0.01% 181
2022
Q4
$441K Buy
1,316
+172
+15% +$56.7K 0.01% 183
2022
Q3
$349K Sell
1,144
-128
-10% -$45.8K 0.01% 187
2022
Q2
$429K Hold
1,272
0.01% 183
2022
Q1
$522K Buy
1,272
+129
+11% +$52.5K 0.01% 178
2021
Q4
$539K Sell
1,143
-22
-2% -$10.1K 0.01% 175
2021
Q3
$495K Buy
1,165
+359
+45% +$156K 0.01% 176
2021
Q2
$331K Hold
806
﹤0.01% 189
2021
Q1
$284K Buy
+806
New +$268K ﹤0.01% 189

Other funds holding SPGI

Douglas Lane & Associates's SPGI Position: Q2 2026 in Review

Douglas Lane & Associates increased its S&P Global (SPGI) stake by 1,352% in Q2 2026, buying an estimated $11.1M and bringing the position to 28,352 shares worth $11.5M. The position accounts for 0.16% of the portfolio, ranked #116.

Douglas Lane & Associates first reported a position in SPGI in Q1 2021 and has held it in 22 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Douglas Lane & Associates held 28,352 shares of S&P Global worth $11.5M as of Q2 2026.
  • Douglas Lane & Associates bought 26,400 S&P Global shares in Q2 2026, an estimated $11.1M.
  • S&P Global made up 0.16% of Douglas Lane & Associates's portfolio in Q2 2026, its #116 holding.
  • Douglas Lane & Associates first reported a position in S&P Global in Q1 2021 and has held it in 22 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.