J.M. Forbes & Co’s S&P Global SPGI Stock Holding History

J.M. Forbes & 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	$232K	Sell	569 -21	-4%	-$8.87K	0.02%	151
2026 Q1	$251K	Sell	590 -37	-6%	-$17.2K	0.02%	136
2025 Q4	$328K	Hold	627	–	–	0.03%	118
2025 Q3	$305K	Buy	627 +21	+3%	+$11.2K	0.03%	122
2025 Q2	$320K	Buy	606 +37	+7%	+$18.5K	0.03%	123
2025 Q1	$289K	Hold	569	–	–	0.03%	126
2024 Q4	$283K	Hold	569	–	–	0.03%	129
2024 Q3	$294K	Hold	569	–	–	0.03%	123
2024 Q2	$254K	Hold	569	–	–	0.03%	124
2024 Q1	$242K	Hold	569	–	–	0.03%	125
2023 Q4	$251K	Hold	569	–	–	0.03%	118
2023 Q3	$208K	Hold	569	–	–	0.03%	124
2023 Q2	$228K	Buy	+569	New	+$208K	0.03%	121

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

J.M. Forbes & Co's SPGI Position: Q2 2026 in Review

J.M. Forbes & Co reduced its S&P Global (SPGI) stake by 3.6% in Q2 2026, selling an estimated $8.87K and leaving 569 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #151.

J.M. Forbes & Co first reported a position in SPGI in Q2 2023 and has held it in 13 quarters since. The position peaked at $328K in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

J.M. Forbes & Co held 569 shares of S&P Global worth $232K as of Q2 2026.
J.M. Forbes & Co sold 21 S&P Global shares in Q2 2026, an estimated $8.87K.
S&P Global made up 0.02% of J.M. Forbes & Co's portfolio in Q2 2026, its #151 holding.
J.M. Forbes & Co first reported a position in S&P Global in Q2 2023 and has held it in 13 quarters since.
J.M. Forbes & Co's S&P Global position peaked at $328K in Q4 2025.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.