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IMG Wealth Management’s S&P Global SPGI Stock Holding History

IMG Wealth 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
2026
Q1 		$14.5K Buy
34
+5
+17% +$2.32K 0.01% 261
2025
Q4 		$15.2K Buy
29
+3
+12% +$1.48K 0.01% 276
2025
Q3 		$12.7K Hold
26
– – 0.01% 243
2025
Q2 		$13.7K Buy
+26
New +$13K 0.01% 232

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

IMG Wealth Management's SPGI Position: Q1 2026 in Review

IMG Wealth Management increased its S&P Global (SPGI) stake by 17% in Q1 2026, buying an estimated $2.32K and bringing the position to 34 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #261.

IMG Wealth Management first reported a position in SPGI in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.2K in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • IMG Wealth Management held 34 shares of S&P Global worth $14.5K as of Q1 2026.
  • IMG Wealth Management bought 5 S&P Global shares in Q1 2026, an estimated $2.32K.
  • S&P Global made up 0.01% of IMG Wealth Management's portfolio in Q1 2026, its #261 holding.
  • IMG Wealth Management first reported a position in S&P Global in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's S&P Global position peaked at $15.2K in Q4 2025.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.