LWM Advisory Services’s S&P Global SPGI Stock Holding History

LWM Advisory Services’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
2025 Q4	–	Sell	-1,088	Closed	-$529K	–	97
2025 Q3	$529K	Sell	1,088 -63	-5%	-$33.7K	0.31%	53
2025 Q2	$607K	Buy	1,151 +147	+15%	+$73.4K	0.42%	41
2025 Q1	$511K	Hold	1,004	–	–	0.35%	52
2024 Q4	$500K	Sell	1,004 -14	-1%	-$7.1K	0.35%	52
2024 Q3	$526K	Sell	1,018 -1,865	-65%	-$923K	0.39%	46
2024 Q2	$779K	Buy	2,883 +1,719	+148%	+$737K	0.65%	31
2024 Q1	$495K	Sell	1,164 -9	-0.8%	-$3.9K	0.4%	45
2023 Q4	$517K	Sell	1,173 -14	-1%	-$5.53K	0.45%	40
2023 Q3	$434K	Hold	1,187	–	–	0.47%	41
2023 Q2	$474K	Sell	1,187 -6	-0.5%	-$2.19K	0.5%	35
2023 Q1	$412K	Sell	1,193 -224	-16%	-$78.8K	0.44%	45
2022 Q4	$481K	Sell	1,417 -897	-39%	-$296K	0.53%	38
2022 Q3	$715K	Buy	2,314 +1,326	+134%	+$474K	0.81%	34
2022 Q2	$334K	Sell	988 -1,269	-56%	-$452K	0.4%	75
2022 Q1	$926K	Buy	2,257 +483	+27%	+$197K	1.15%	15
2021 Q4	$837K	Buy	+1,774	New	+$812K	1.04%	22

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LWM Advisory Services's SPGI Position: Q4 2025 in Review

LWM Advisory Services sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 1,088 shares — an estimated $529K sold.

LWM Advisory Services first reported a position in SPGI in Q4 2021 and held it in 16 quarters. The position peaked at $926K in Q1 2022. 2,196 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

LWM Advisory Services reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
LWM Advisory Services sold 1,088 S&P Global shares in Q4 2025, an estimated $529K.
LWM Advisory Services first reported a position in S&P Global in Q4 2021 and held it in 16 quarters.
LWM Advisory Services's S&P Global position peaked at $926K in Q1 2022.
2,196 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.