LWAM
SPGI icon

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

Legacy Wealth Asset 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
Q2 		$925K Buy
2,272
+26
+1% +$11K 0.2% 134
2026
Q1 		$955K Buy
2,246
+43
+2% +$20K 0.23% 130
2025
Q4 		$1.15M Buy
2,203
+97
+5% +$48K 0.28% 96
2025
Q3 		$1.03M Buy
2,106
+554
+36% +$297K 0.25% 108
2025
Q2 		$818K Sell
1,552
-2
-0.1% -$998 0.21% 124
2025
Q1 		$790K Sell
1,554
-46
-3% -$23.5K 0.22% 131
2024
Q4 		$797K Sell
1,600
-38
-2% -$19.3K 0.22% 125
2024
Q3 		$846K Sell
1,638
-18
-1% -$8.91K 0.23% 114
2024
Q2 		$739K Sell
1,656
-2,736
-62% -$1.17M 0.21% 131
2024
Q1 		$1.87M Sell
4,392
-3
-0.1% -$1.3K 0.52% 45
2023
Q4 		$1.94M Sell
4,395
-11
-0.2% -$4.34K 0.64% 34
2023
Q3 		$1.61M Sell
4,406
-39
-0.9% -$15.3K 0.59% 42
2023
Q2 		$1.78M Buy
4,445
+766
+21% +$280K 0.62% 36
2023
Q1 		$1.27M Sell
3,679
-1
-0% -$352 0.46% 59
2022
Q4 		$1.23M Buy
3,680
+20
+0.5% +$6.59K 0.47% 56
2022
Q3 		$1.12M Buy
3,660
+1,309
+56% +$468K 0.49% 58
2022
Q2 		$792K Buy
2,351
+32
+1% +$11.4K 0.32% 124
2022
Q1 		$951K Buy
2,319
+82
+4% +$33.4K 0.34% 110
2021
Q4 		$1.06M Buy
2,237
+32
+1% +$14.6K 0.36% 91
2021
Q3 		$937K Buy
2,205
+7
+0.3% +$3.03K 0.43% 74
2021
Q2 		$902K Buy
2,198
+48
+2% +$18.4K 0.4% 81
2021
Q1 		$759K Buy
2,150
+63
+3% +$21K 0.35% 112
2020
Q4 		$686K Buy
+2,087
New +$704K 0.35% 114

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Legacy Wealth Asset Management's SPGI Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its S&P Global (SPGI) stake by 1.2% in Q2 2026, buying an estimated $11K and bringing the position to 2,272 shares worth $925K. The position accounts for 0.2% of the portfolio, ranked #134.

Legacy Wealth Asset Management first reported a position in SPGI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.94M in Q4 2023. 433 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Legacy Wealth Asset Management held 2,272 shares of S&P Global worth $925K as of Q2 2026.
  • Legacy Wealth Asset Management bought 26 S&P Global shares in Q2 2026, an estimated $11K.
  • S&P Global made up 0.2% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #134 holding.
  • Legacy Wealth Asset Management first reported a position in S&P Global in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's S&P Global position peaked at $1.94M in Q4 2023.
  • 433 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.