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HM Payson & Co’s S&P Global SPGI Stock Holding History

HM Payson & Co’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 		$49.1M Sell
120,624
-8,909
-7% -$3.76M 0.65% 40
2026
Q1 		$55.1M Buy
129,533
+5,251
+4% +$2.44M 0.79% 35
2025
Q4 		$64.9M Buy
124,282
+574
+0.5% +$284K 0.92% 30
2025
Q3 		$60.2M Sell
123,708
-1,622
-1% -$869K 0.87% 34
2025
Q2 		$66.1M Buy
125,330
+3,726
+3% +$1.86M 1.05% 29
2025
Q1 		$61.8M Buy
121,604
+1,504
+1% +$768K 1.08% 30
2024
Q4 		$59.8M Buy
120,100
+588
+0.5% +$298K 1.01% 30
2024
Q3 		$61.7M Sell
119,512
-22,841
-16% -$11.3M 1.06% 32
2024
Q2 		$63.5M Buy
142,353
+3,957
+3% +$1.7M 1.15% 31
2024
Q1 		$58.9M Sell
138,396
-4,727
-3% -$2.05M 1.09% 30
2023
Q4 		$63M Sell
143,123
-1,817
-1% -$717K 1.31% 21
2023
Q3 		$53M Buy
144,940
+3,160
+2% +$1.24M 1.24% 26
2023
Q2 		$56.8M Buy
141,780
+1,708
+1% +$624K 1.28% 25
2023
Q1 		$48.3M Buy
140,072
+2,679
+2% +$943K 1.16% 30
2022
Q4 		$46M Buy
137,393
+1,079
+0.8% +$356K 1.15% 33
2022
Q3 		$41.6M Buy
136,314
+2,555
+2% +$914K 1.14% 31
2022
Q2 		$45.1M Sell
133,759
-31,995
-19% -$11.4M 1.16% 32
2022
Q1 		$68M Buy
165,754
+9,483
+6% +$3.86M 1.55% 22
2021
Q4 		$73.7M Buy
156,271
+1,745
+1% +$798K 1.6% 17
2021
Q3 		$65.7M Sell
154,526
-160
-0.1% -$69.3K 1.6% 19
2021
Q2 		$63.5M Buy
154,686
+10,563
+7% +$4.06M 1.55% 19
2021
Q1 		$50.9M Buy
144,123
+8,234
+6% +$2.74M 1.35% 25
2020
Q4 		$44.7M Sell
135,889
-4,092
-3% -$1.38M 1.23% 24
2020
Q3 		$50.5M Sell
139,981
-2,833
-2% -$1,000K 1.55% 18
2020
Q2 		$47.1M Sell
142,814
-5,257
-4% -$1.58M 1.58% 18
2020
Q1 		$36.3M Buy
148,071
+5,467
+4% +$1.5M 1.43% 21
2019
Q4 		$38.9M Buy
142,604
+3,313
+2% +$861K 1.25% 29
2019
Q3 		$34.1M Buy
139,291
+3,915
+3% +$979K 1.2% 29
2019
Q2 		$30.8M Sell
135,376
-1,155
-0.8% -$252K 1.11% 34
2019
Q1 		$28.7M Buy
136,531
+134,744
+7,540% +$26.1M 1.1% 35
2018
Q4 		$304K Sell
1,787
-101,658
-98% -$18.2M 0.89% 41
2018
Q3 		$20.2M Sell
103,445
-9,420
-8% -$1.94M 0.9% 41
2018
Q2 		$23M Buy
112,865
+75,978
+206% +$15M 0.98% 37
2018
Q1 		$7.05M Sell
36,887
-138
-0.4% -$25.5K 0.29% 77
2017
Q4 		$6.27M Sell
37,025
-160
-0.4% -$26.1K 0.25% 81
2017
Q3 		$5.81M Sell
37,185
-1,116
-3% -$170K 0.25% 84
2017
Q2 		$5.59M Sell
38,301
-302
-0.8% -$41.9K 0.25% 80
2017
Q1 		$5.05M Sell
38,603
-198
-0.5% -$24.6K 0.23% 86
2016
Q4 		$4.17M Sell
38,801
-351
-0.9% -$41.9K 0.2% 94
2016
Q3 		$4.96M Sell
39,152
-644
-2% -$77.4K 0.24% 83
2016
Q2 		$4.27M Buy
+39,796
New +$4.27M 0.21% 90

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return

HM Payson & Co's SPGI Position: Q2 2026 in Review

HM Payson & Co reduced its S&P Global (SPGI) stake by 6.9% in Q2 2026, selling an estimated $3.76M and leaving 120,624 shares worth $49.1M. The position accounts for 0.65% of the portfolio, ranked #40.

HM Payson & Co first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $73.7M in Q4 2021. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • HM Payson & Co held 120,624 shares of S&P Global worth $49.1M as of Q2 2026.
  • HM Payson & Co sold 8,909 S&P Global shares in Q2 2026, an estimated $3.76M.
  • S&P Global made up 0.65% of HM Payson & Co's portfolio in Q2 2026, its #40 holding.
  • HM Payson & Co first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
  • HM Payson & Co's S&P Global position peaked at $73.7M in Q4 2021.
  • 303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.