IMA Advisory Services’s S&P Global SPGI Stock Holding History

IMA Advisory Services’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	$4.68K	Buy	11 +8	+267%	+$3.71K	﹤0.01%	419
2025 Q4	$1.57K	Hold	3	–	–	﹤0.01%	714
2025 Q3	$1.46K	Hold	3	–	–	﹤0.01%	352
2025 Q2	$1.58K	Buy	+3	New	+$1.5K	﹤0.01%	344
2024 Q4	–	Sell	-26	Closed	-$13.4K	–	266
2024 Q3	$13.4K	Buy	+26	New	+$12.9K	﹤0.01%	235
2023 Q4	–	Sell	-26	Closed	-$9.5K	–	240
2023 Q3	$9.5K	Hold	26	–	–	﹤0.01%	246
2023 Q2	$10.4K	Hold	26	–	–	﹤0.01%	248
2023 Q1	$8.96K	Hold	26	–	–	﹤0.01%	246
2022 Q4	$8.71K	Hold	26	–	–	﹤0.01%	265
2022 Q3	$8K	Hold	26	–	–	﹤0.01%	263
2022 Q2	$9K	Hold	26	–	–	﹤0.01%	263
2022 Q1	$11K	Hold	26	–	–	﹤0.01%	240
2021 Q4	$12K	Hold	26	–	–	﹤0.01%	245
2021 Q3	$11K	Hold	26	–	–	﹤0.01%	234
2021 Q2	$11K	Hold	26	–	–	﹤0.01%	229
2021 Q1	$9K	Hold	26	–	–	﹤0.01%	238
2020 Q4	$9K	Hold	26	–	–	﹤0.01%	227
2020 Q3	$9K	Buy	+26	New	+$9.17K	﹤0.01%	215

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

IMA Advisory Services's SPGI Position: Q1 2026 in Review

IMA Advisory Services increased its S&P Global (SPGI) stake by 267% in Q1 2026, buying an estimated $3.71K and bringing the position to 11 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

IMA Advisory Services first reported a position in SPGI in Q3 2020 and has held it in 18 quarters since. The position peaked at $13.4K in Q3 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

IMA Advisory Services held 11 shares of S&P Global worth $4.68K as of Q1 2026.
IMA Advisory Services bought 8 S&P Global shares in Q1 2026, an estimated $3.71K.
S&P Global made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #419 holding.
IMA Advisory Services first reported a position in S&P Global in Q3 2020 and has held it in 18 quarters since.
IMA Advisory Services's S&P Global position peaked at $13.4K in Q3 2024.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.