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Limestone Investment Advisors’s S&P Global SPGI Stock Holding History

Limestone Investment Advisors’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 		$128K Sell
300
-100
-25% -$46.4K 0.01% 327
2025
Q4 		$209K Buy
400
+100
+33% +$49.5K 0.02% 336
2025
Q3 		$146K Buy
+300
New +$161K 0.01% 431

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

Limestone Investment Advisors's SPGI Position: Q1 2026 in Review

Limestone Investment Advisors increased its S&P Global (SPGI) stake by 25% in Q1 2026, buying an estimated $209K and bringing the position to 2,250 shares worth $957K. The position accounts for 0.08% of the portfolio, ranked #154.

Limestone Investment Advisors first reported a position in SPGI in Q4 2025 and has held it in 2 quarters since. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Limestone Investment Advisors held 2,250 shares of S&P Global worth $957K as of Q1 2026.
  • Limestone Investment Advisors bought 450 S&P Global shares in Q1 2026, an estimated $209K.
  • S&P Global made up 0.08% of Limestone Investment Advisors's portfolio in Q1 2026, its #154 holding.
  • Limestone Investment Advisors first reported a position in S&P Global in Q4 2025 and has held it in 2 quarters since.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.