Moody Lynn & Lieberson’s S&P Global SPGI Stock Holding History

Moody Lynn & Lieberson’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	–	Sell	-433	Closed	-$226K	–	264
2025 Q4	$226K	Sell	433 -2	-0.5%	-$990	0.01%	246
2025 Q3	$212K	Sell	435 -1	-0.2%	-$535	0.01%	251
2025 Q2	$230K	Buy	436 +24	+6%	+$12K	0.01%	232
2025 Q1	$209K	Hold	412	–	–	0.01%	237
2024 Q4	$205K	Hold	412	–	–	0.01%	239
2024 Q3	$213K	Buy	+412	New	+$204K	0.01%	244

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

Moody Lynn & Lieberson's SPGI Position: Q1 2026 in Review

Moody Lynn & Lieberson sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 433 shares — an estimated $226K sold.

Moody Lynn & Lieberson first reported a position in SPGI in Q3 2024 and held it in 6 quarters. The position peaked at $230K in Q2 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Moody Lynn & Lieberson reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Moody Lynn & Lieberson sold 433 S&P Global shares in Q1 2026, an estimated $226K.
Moody Lynn & Lieberson first reported a position in S&P Global in Q3 2024 and held it in 6 quarters.
Moody Lynn & Lieberson's S&P Global position peaked at $230K in Q2 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2026, filed 13 Apr 2026.