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ICW Investment Advisors’s S&P Global SPGI Stock Holding History

ICW Investment Advisors’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 		$755K Buy
1,775
+232
+15% +$108K 0.27% 105
2025
Q4 		$806K Buy
1,543
+114
+8% +$56.4K 0.29% 101
2025
Q3 		$696K Buy
1,429
+140
+11% +$75K 0.25% 112
2025
Q2 		$679K Buy
1,289
+66
+5% +$32.9K 0.27% 109
2025
Q1 		$622K Buy
1,223
+14
+1% +$7.15K 0.25% 113
2024
Q4 		$602K Buy
1,209
+75
+7% +$38.1K 0.25% 114
2024
Q3 		$586K Buy
1,134
+45
+4% +$22.3K 0.24% 113
2024
Q2 		$486K Sell
1,089
-5
-0.5% -$2.15K 0.22% 117
2024
Q1 		$465K Buy
1,094
+27
+3% +$11.7K 0.21% 118
2023
Q4 		$470K Buy
1,067
+10
+0.9% +$3.95K 0.23% 115
2023
Q3 		$386K Buy
1,057
+173
+20% +$68K 0.21% 115
2023
Q2 		$354K Buy
884
+89
+11% +$32.5K 0.19% 116
2023
Q1 		$274K Buy
795
+86
+12% +$30.3K 0.16% 123
2022
Q4 		$238K Buy
+709
New +$234K 0.14% 123
2022
Q3 		– Sell
-650
Closed -$219K – 126
2022
Q2 		$219K Buy
650
+2
+0.3% +$713 0.14% 126
2022
Q1 		$266K Buy
648
+22
+4% +$8.96K 0.15% 125
2021
Q4 		$295K Buy
626
+82
+15% +$37.5K 0.16% 124
2021
Q3 		$231K Buy
+544
New +$236K 0.15% 129
2020
Q1 		– Sell
-267
Closed -$73K – 163
2019
Q4 		$73K Buy
+267
New +$69.4K 0.06% 134

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

ICW Investment Advisors's SPGI Position: Q1 2026 in Review

ICW Investment Advisors increased its S&P Global (SPGI) stake by 15% in Q1 2026, buying an estimated $108K and bringing the position to 1,775 shares worth $755K. The position accounts for 0.27% of the portfolio, ranked #105.

ICW Investment Advisors first reported a position in SPGI in Q4 2019 and has held it in 19 quarters since. The position peaked at $806K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • ICW Investment Advisors held 1,775 shares of S&P Global worth $755K as of Q1 2026.
  • ICW Investment Advisors bought 232 S&P Global shares in Q1 2026, an estimated $108K.
  • S&P Global made up 0.27% of ICW Investment Advisors's portfolio in Q1 2026, its #105 holding.
  • ICW Investment Advisors first reported a position in S&P Global in Q4 2019 and has held it in 19 quarters since.
  • ICW Investment Advisors's S&P Global position peaked at $806K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.