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

LeConte 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 		– Sell
-511
Closed -$267K – 163
2025
Q4 		$267K Buy
511
+20
+4% +$9.9K 0.17% 92
2025
Q3 		$239K Buy
491
+37
+8% +$19.8K 0.16% 105
2025
Q2 		$239K Buy
+454
New +$227K 0.16% 87

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

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

LeConte Wealth Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 511 shares — an estimated $267K sold.

LeConte Wealth Management first reported a position in SPGI in Q2 2025 and held it in 3 quarters. The position peaked at $267K in Q4 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • LeConte Wealth Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • LeConte Wealth Management sold 511 S&P Global shares in Q1 2026, an estimated $267K.
  • LeConte Wealth Management first reported a position in S&P Global in Q2 2025 and held it in 3 quarters.
  • LeConte Wealth Management's S&P Global position peaked at $267K in Q4 2025.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.