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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
Q3 		$782K Sell
1,984
-6
-0.3% -$2.54K 0.14% 77
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Lincoln Capital's SPGI Position: Q3 2026 in Review

Lincoln Capital reduced its S&P Global (SPGI) stake by 0.3% in Q3 2026, selling an estimated $2.54K and leaving 1,984 shares worth $782K. The position accounts for 0.14% of the portfolio, ranked #77.

Lincoln Capital first reported a position in SPGI in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.24M in Q2 2025. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Lincoln Capital held 1,984 shares of S&P Global worth $782K as of Q3 2026.
  • Lincoln Capital sold 6 S&P Global shares in Q3 2026, an estimated $2.54K.
  • S&P Global made up 0.14% of Lincoln Capital's portfolio in Q3 2026, its #77 holding.
  • Lincoln Capital first reported a position in S&P Global in Q1 2022 and has held it in 19 quarters since.
  • Lincoln Capital's S&P Global position peaked at $1.24M in Q2 2025.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.