JMFC
SPGI icon

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
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
BlackRock New York $5.7T 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