Marco Investment Management’s S&P Global SPGI Stock Holding History

Marco Investment Management’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 Q1	$213K	Hold	500	–	–	0.02%	224
2025 Q4	$261K	Hold	500	–	–	0.02%	190
2025 Q3	$243K	Hold	500	–	–	0.02%	195
2025 Q2	$264K	Hold	500	–	–	0.02%	185
2025 Q1	$254K	Hold	500	–	–	0.02%	181
2024 Q4	$249K	Sell	500 -88	-15%	-$44.7K	0.02%	188
2024 Q3	$304K	Hold	588	–	–	0.03%	171
2024 Q2	$262K	Hold	588	–	–	0.02%	178
2024 Q1	$250K	Buy	588 +88	+18%	+$38.1K	0.02%	191
2023 Q4	$220K	Buy	+500	New	+$197K	0.02%	196
2023 Q3	–	Sell	-500	Closed	-$200K	–	205
2023 Q2	$200K	Buy	+500	New	+$183K	0.02%	201
2022 Q2	–	Sell	-500	Closed	-$205K	–	214
2022 Q1	$205K	Hold	500	–	–	0.02%	203
2021 Q4	$236K	Hold	500	–	–	0.02%	198
2021 Q3	$212K	Hold	500	–	–	0.02%	202
2021 Q2	$205K	Buy	+500	New	+$192K	0.02%	202

Other funds holding SPGI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Marco Investment Management's SPGI Position: Q1 2026 in Review

Marco Investment Management held its S&P Global (SPGI) position steady in Q1 2026 at 500 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #224.

Marco Investment Management first reported a position in SPGI in Q2 2021 and has held it in 15 quarters since. The position peaked at $304K in Q3 2024. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Marco Investment Management held 500 shares of S&P Global worth $213K as of Q1 2026.
Marco Investment Management left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.02% of Marco Investment Management's portfolio in Q1 2026, its #224 holding.
Marco Investment Management first reported a position in S&P Global in Q2 2021 and has held it in 15 quarters since.
Marco Investment Management's S&P Global position peaked at $304K in Q3 2024.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.