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Linscomb Wealth’s S&P Global SPGI Stock Holding History

Linscomb Wealth’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 		$1.38M Buy
3,392
+532
+19% +$225K 0.06% 172
2026
Q1 		$1.22M Buy
2,860
+80
+3% +$37.1K 0.05% 182
2025
Q4 		$1.45M Buy
2,780
+1,920
+223% +$950K 0.06% 155
2025
Q3 		$418K Sell
860
-21
-2% -$11.2K 0.02% 240
2025
Q2 		$464K Buy
881
+46
+6% +$23K 0.02% 237
2025
Q1 		$424K Buy
835
+4
+0.5% +$2.04K 0.02% 235
2024
Q4 		$414K Sell
831
-5
-0.6% -$2.54K 0.02% 232
2024
Q3 		$432K Sell
836
-123
-13% -$60.9K 0.02% 227
2024
Q2 		$428K Buy
959
+128
+15% +$54.9K 0.02% 223
2024
Q1 		$353K Hold
831
– – 0.02% 233
2023
Q4 		$366K Hold
831
– – 0.02% 228
2023
Q3 		$303K Sell
831
-7
-0.8% -$2.75K 0.02% 239
2023
Q2 		$336K Buy
838
+7
+0.8% +$2.56K 0.02% 238
2023
Q1 		$286K Sell
831
-225
-21% -$79.2K 0.02% 259
2022
Q4 		$354K Buy
1,056
+122
+13% +$40.2K 0.02% 260
2022
Q3 		$285K Hold
934
– – 0.02% 244
2022
Q2 		$315K Buy
934
+3
+0.3% +$1.07K 0.02% 240
2022
Q1 		$382K Buy
+931
New +$379K 0.02% 255
2020
Q1 		– Sell
-1,375
Closed -$375K – 420
2019
Q4 		$375K Buy
+1,375
New +$357K 0.02% 346

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Linscomb Wealth's SPGI Position: Q2 2026 in Review

Linscomb Wealth increased its S&P Global (SPGI) stake by 19% in Q2 2026, buying an estimated $225K and bringing the position to 3,392 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #172.

Linscomb Wealth first reported a position in SPGI in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.45M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Linscomb Wealth held 3,392 shares of S&P Global worth $1.38M as of Q2 2026.
  • Linscomb Wealth bought 532 S&P Global shares in Q2 2026, an estimated $225K.
  • S&P Global made up 0.06% of Linscomb Wealth's portfolio in Q2 2026, its #172 holding.
  • Linscomb Wealth first reported a position in S&P Global in Q4 2019 and has held it in 19 quarters since.
  • Linscomb Wealth's S&P Global position peaked at $1.45M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.