Lindsell Train’s S&P Global SPGI Stock Holding History

Lindsell Train’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	$3.01M	Buy	7,400 +100	+1%	+$42.2K	0.11%	16
2026 Q1	$3.1M	Buy	7,300 +500	+7%	+$232K	0.1%	15
2025 Q4	$3.55M	Buy	6,800 +300	+5%	+$148K	0.09%	15
2025 Q3	$3.16M	Buy	6,500 +600	+10%	+$321K	0.08%	16
2025 Q2	$3.11M	Hold	5,900	–	–	0.07%	17
2025 Q1	$3M	Hold	5,900	–	–	0.08%	15
2024 Q4	$2.94M	Hold	5,900	–	–	0.07%	17
2024 Q3	$3.05M	Hold	5,900	–	–	0.07%	15
2024 Q2	$2.65M	Hold	5,900	–	–	0.06%	15
2024 Q1	$2.49M	Hold	5,900	–	–	0.05%	15
2023 Q4	$2.6M	Hold	5,900	–	–	0.05%	12
2023 Q3	$2.16M	Hold	5,900	–	–	0.04%	13
2023 Q2	$2.37M	Buy	5,900 +1,500	+34%	+$548K	0.04%	13
2023 Q1	$1.52M	Hold	4,400	–	–	0.03%	20
2022 Q4	$1.47M	Hold	4,400	–	–	0.03%	18
2022 Q3	$1.35M	Hold	4,400	–	–	0.03%	17
2022 Q2	$1.49M	Hold	4,400	–	–	0.03%	17
2022 Q1	$1.8M	Hold	4,400	–	–	0.03%	18
2021 Q4	$2.08M	Hold	4,400	–	–	0.03%	16
2021 Q3	$1.87M	Hold	4,400	–	–	0.03%	17
2021 Q2	$1.81M	Hold	4,400	–	–	0.02%	17
2021 Q1	$1.55M	Hold	4,400	–	–	0.02%	17
2020 Q4	$1.45M	Hold	4,400	–	–	0.02%	15
2020 Q3	$1.59M	Hold	4,400	–	–	0.03%	13
2020 Q2	$1.45M	Buy	+4,400	New	+$1.32M	0.02%	13

Other funds holding SPGI

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Lindsell Train's SPGI Position: Q2 2026 in Review

Lindsell Train increased its S&P Global (SPGI) stake by 1.4% in Q2 2026, buying an estimated $42.2K and bringing the position to 7,400 shares worth $3.01M. The position accounts for 0.11% of the portfolio, ranked #16.

Lindsell Train first reported a position in SPGI in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.55M in Q4 2025. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Lindsell Train held 7,400 shares of S&P Global worth $3.01M as of Q2 2026.
Lindsell Train bought 100 S&P Global shares in Q2 2026, an estimated $42.2K.
S&P Global made up 0.11% of Lindsell Train's portfolio in Q2 2026, its #16 holding.
Lindsell Train first reported a position in S&P Global in Q2 2020 and has held it in 25 quarters since.
Lindsell Train's S&P Global position peaked at $3.55M in Q4 2025.
303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Lindsell Train's 13F filing for Q2 2026, filed 15 Jul 2026.