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Middleton & Co’s S&P Global SPGI Stock Holding History

Middleton & Co’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 		$11M Buy
25,776
+613
+2% +$285K 1.25% 25
2025
Q4 		$13.1M Buy
25,163
+4,131
+20% +$2.04M 1.4% 22
2025
Q3 		$10.2M Sell
21,032
-554
-3% -$297K 1.11% 30
2025
Q2 		$11.4M Sell
21,586
-966
-4% -$482K 1.28% 26
2025
Q1 		$11.5M Sell
22,552
-451
-2% -$230K 1.34% 27
2024
Q4 		$11.5M Buy
23,003
+6
+0% +$3.04K 1.27% 25
2024
Q3 		$11.9M Sell
22,997
-253
-1% -$125K 1.31% 26
2024
Q2 		$10.4M Sell
23,250
-784
-3% -$336K 1.2% 28
2024
Q1 		$10.2M Sell
24,034
-817
-3% -$354K 1.18% 29
2023
Q4 		$10.9M Sell
24,851
-619
-2% -$244K 1.37% 28
2023
Q3 		$9.31M Sell
25,470
-358
-1% -$141K 1.29% 29
2023
Q2 		$10.4M Sell
25,828
-90
-0.3% -$32.9K 1.37% 26
2023
Q1 		$8.94M Sell
25,918
-457
-2% -$161K 1.28% 28
2022
Q4 		$8.83M Sell
26,375
-1,106
-4% -$365K 1.31% 27
2022
Q3 		$8.39M Sell
27,481
-4,464
-14% -$1.6M 1.28% 27
2022
Q2 		$10.8M Buy
31,945
+95
+0.3% +$33.9K 1.38% 28
2022
Q1 		$13.1M Buy
+31,850
New +$13M 1.39% 23

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Middleton & Co's SPGI Position: Q1 2026 in Review

Middleton & Co increased its S&P Global (SPGI) stake by 2.4% in Q1 2026, buying an estimated $285K and bringing the position to 25,776 shares worth $11M. The position accounts for 1.25% of the portfolio, ranked #25.

Middleton & Co first reported a position in SPGI in Q1 2022 and has held it in 17 quarters since. The position peaked at $13.1M in Q4 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Middleton & Co held 25,776 shares of S&P Global worth $11M as of Q1 2026.
  • Middleton & Co bought 613 S&P Global shares in Q1 2026, an estimated $285K.
  • S&P Global made up 1.25% of Middleton & Co's portfolio in Q1 2026, its #25 holding.
  • Middleton & Co first reported a position in S&P Global in Q1 2022 and has held it in 17 quarters since.
  • Middleton & Co's S&P Global position peaked at $13.1M in Q4 2025.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.