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Lincoln Capital’s S&P Global SPGI Stock Holding History

Lincoln Capital’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 		$810K Sell
1,990
-220
-10% -$92.9K 0.14% 73
2026
Q1 		$937K Sell
2,210
-57
-3% -$26.5K 0.18% 65
2025
Q4 		$1.18M Sell
2,267
-5
-0.2% -$2.47K 0.21% 59
2025
Q3 		$1.09M Sell
2,272
-84
-4% -$45K 0.2% 61
2025
Q2 		$1.24M Hold
2,356
– – 0.24% 57
2025
Q1 		$1.1M Buy
2,356
+19
+0.8% +$9.71K 0.23% 57
2024
Q4 		$1.16M Sell
2,337
-10
-0.4% -$5.07K 0.24% 52
2024
Q3 		$1.21M Sell
2,347
-61
-3% -$30.2K 0.26% 48
2024
Q2 		$1.07M Hold
2,408
– – 0.24% 48
2024
Q1 		$1.02M Sell
2,408
-183
-7% -$79.3K 0.23% 54
2023
Q4 		$1.14M Sell
2,591
-60
-2% -$23.7K 0.28% 46
2023
Q3 		$969K Hold
2,651
– – 0.25% 49
2023
Q2 		$1.06M Sell
2,651
-10
-0.4% -$3.65K 0.27% 47
2023
Q1 		$917K Buy
2,661
+35
+1% +$12.3K 0.25% 51
2022
Q4 		$880K Sell
2,626
-97
-4% -$32K 0.25% 54
2022
Q3 		$831K Buy
2,723
+115
+4% +$41.1K 0.26% 52
2022
Q2 		$879K Buy
2,608
+150
+6% +$53.5K 0.25% 49
2022
Q1 		$1.01M Buy
+2,458
New +$1M 0.24% 51

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lincoln Capital's SPGI Position: Q2 2026 in Review

Lincoln Capital reduced its S&P Global (SPGI) stake by 10% in Q2 2026, selling an estimated $92.9K and leaving 1,990 shares worth $810K. The position accounts for 0.14% of the portfolio, ranked #73.

Lincoln Capital first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.24M in Q2 2025. 997 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Lincoln Capital held 1,990 shares of S&P Global worth $810K as of Q2 2026.
  • Lincoln Capital sold 220 S&P Global shares in Q2 2026, an estimated $92.9K.
  • S&P Global made up 0.14% of Lincoln Capital's portfolio in Q2 2026, its #73 holding.
  • Lincoln Capital first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
  • Lincoln Capital's S&P Global position peaked at $1.24M in Q2 2025.
  • 997 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.