FAM
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Fulcrum Asset Management’s S&P Global SPGI Stock Holding History

Fulcrum Asset 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
2025
Q2 		– Sell
-6,142
Closed -$2.42M – 351
2025
Q1 		$2.42M Sell
6,142
-308
-5% -$157K 0.47% 60
2024
Q4 		$2.59M Buy
6,450
+451
+8% +$229K 12.13% 4
2024
Q3 		$2.33M Sell
5,999
-166
-3% -$82.2K 5.35% 10
2024
Q2 		$2.23M Buy
+6,165
New +$2.64M 6.95% 7

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

Fulcrum Asset Management's SPGI Position: Q1 2026 in Review

Fulcrum Asset Management increased its S&P Global (SPGI) stake by 10% in Q1 2026, buying an estimated $290K and bringing the position to 6,814 shares worth $2.85M. The position accounts for 0.43% of the portfolio, ranked #61.

Fulcrum Asset Management first reported a position in SPGI in Q2 2020 and has held it in 5 quarters since. The position peaked at $3.45M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Fulcrum Asset Management held 6,814 shares of S&P Global worth $2.85M as of Q1 2026.
  • Fulcrum Asset Management bought 625 S&P Global shares in Q1 2026, an estimated $290K.
  • S&P Global made up 0.43% of Fulcrum Asset Management's portfolio in Q1 2026, its #61 holding.
  • Fulcrum Asset Management first reported a position in S&P Global in Q2 2020 and has held it in 5 quarters since.
  • Fulcrum Asset Management's S&P Global position peaked at $3.45M in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.