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

JPL 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	$1.92M	Sell	4,503 -22	-0.5%	-$10.2K	0.44%	68
2025 Q4	$2.36M	Sell	4,525 -452	-9%	-$224K	0.58%	69
2025 Q3	$2.42M	Buy	4,977 +121	+2%	+$64.8K	0.57%	66
2025 Q2	$2.56M	Buy	4,856 +47	+1%	+$23.5K	0.69%	65
2025 Q1	$2.44M	Buy	4,809 +10	+0.2%	+$5.11K	0.7%	65
2024 Q4	$2.39M	Buy	+4,799	New	+$2.43M	0.68%	63
2024 Q2	$1.52M	Buy	3,418 +249	+8%	+$107K	0.75%	64
2024 Q1	$1.35M	Buy	3,169 +585	+23%	+$254K	0.74%	61
2023 Q4	$1.14M	Buy	+2,584	New	+$1.02M	0.82%	59

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

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

JPL Wealth Management reduced its S&P Global (SPGI) stake by 0.49% in Q1 2026, selling an estimated $10.2K and leaving 4,503 shares worth $1.92M. The position accounts for 0.44% of the portfolio, ranked #68.

JPL Wealth Management first reported a position in SPGI in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.56M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

JPL Wealth Management held 4,503 shares of S&P Global worth $1.92M as of Q1 2026.
JPL Wealth Management sold 22 S&P Global shares in Q1 2026, an estimated $10.2K.
S&P Global made up 0.44% of JPL Wealth Management's portfolio in Q1 2026, its #68 holding.
JPL Wealth Management first reported a position in S&P Global in Q4 2023 and has held it in 9 quarters since.
JPL Wealth Management's S&P Global position peaked at $2.56M in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.