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LMCG Investments’s S&P Global SPGI Stock Holding History

LMCG Investments’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 		$8.23M Sell
20,219
-1,505
-7% -$636K 0.44% 77
2026
Q1 		$9.24M Sell
21,724
-1,630
-7% -$757K 0.55% 69
2025
Q4 		$12.2M Sell
23,354
-960
-4% -$475K 0.7% 45
2025
Q3 		$11.8M Buy
24,314
+5,274
+28% +$2.82M 0.7% 49
2025
Q2 		$10M Sell
19,040
-834
-4% -$416K 0.63% 50
2025
Q1 		$10.1M Sell
19,874
-851
-4% -$435K 0.67% 48
2024
Q4 		$10.3M Sell
20,725
-1,320
-6% -$670K 0.63% 51
2024
Q3 		$11.4M Buy
22,045
+2,130
+11% +$1.05M 0.68% 54
2024
Q2 		$8.88M Sell
19,915
-248
-1% -$106K 0.52% 71
2024
Q1 		$8.58M Sell
20,163
-202
-1% -$87.6K 0.5% 76
2023
Q4 		$8.97M Buy
20,365
+1,432
+8% +$565K 0.56% 67
2023
Q3 		$6.92M Sell
18,933
-1,050
-5% -$413K 0.47% 75
2023
Q2 		$8.01M Sell
19,983
-430
-2% -$157K 0.52% 69
2023
Q1 		$7.04M Sell
20,413
-282
-1% -$99.2K 0.47% 77
2022
Q4 		$6.93M Sell
20,695
-90
-0.4% -$29.7K 0.48% 71
2022
Q3 		$6.35M Buy
20,785
+5,586
+37% +$2M 0.46% 70
2022
Q2 		$5.12M Buy
15,199
+2,281
+18% +$813K 0.35% 87
2022
Q1 		$5.3M Buy
+12,918
New +$5.26M 0.31% 96

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

LMCG Investments's SPGI Position: Q2 2026 in Review

LMCG Investments reduced its S&P Global (SPGI) stake by 6.9% in Q2 2026, selling an estimated $636K and leaving 20,219 shares worth $8.23M. The position accounts for 0.44% of the portfolio, ranked #77.

LMCG Investments first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.2M in Q4 2025. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • LMCG Investments held 20,219 shares of S&P Global worth $8.23M as of Q2 2026.
  • LMCG Investments sold 1,505 S&P Global shares in Q2 2026, an estimated $636K.
  • S&P Global made up 0.44% of LMCG Investments's portfolio in Q2 2026, its #77 holding.
  • LMCG Investments first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
  • LMCG Investments's S&P Global position peaked at $12.2M in Q4 2025.
  • 1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.