PJSIMP
SPGI icon

P.J. Schmidt Investment Management (PJS)’s S&P Global SPGI Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		– Sell
-652
Closed -$277K – 224
2026
Q1 		$277K Sell
652
-715
-52% -$332K 0.05% 184
2025
Q4 		$714K Sell
1,367
-466
-25% -$231K 0.12% 93
2025
Q3 		$892K Sell
1,833
-197
-10% -$105K 0.15% 84
2025
Q2 		$1.07M Sell
2,030
-14
-0.7% -$6.99K 0.19% 77
2025
Q1 		$1.04M Sell
2,044
-26
-1% -$13.3K 0.19% 71
2024
Q4 		$1.03M Sell
2,070
-50
-2% -$25.4K 0.18% 69
2024
Q3 		$1.09M Sell
2,120
-55
-3% -$27.2K 0.19% 69
2024
Q2 		$970K Sell
2,175
-89
-4% -$38.2K 0.18% 68
2024
Q1 		$963K Sell
2,264
-65
-3% -$28.2K 0.18% 74
2023
Q4 		$1.04M Buy
2,329
+53
+2% +$20.9K 0.21% 72
2023
Q3 		$814K Buy
2,276
+4
+0.2% +$1.57K 0.17% 79
2023
Q2 		$971K Sell
2,272
-122
-5% -$44.6K 0.19% 75
2023
Q1 		$851K Sell
2,394
-230
-9% -$80.9K 0.18% 80
2022
Q4 		$879K Sell
2,624
-100
-4% -$33K 0.2% 77
2022
Q3 		$806K Sell
2,724
-20
-0.7% -$7.16K 0.19% 80
2022
Q2 		$1.02M Sell
2,744
-161
-6% -$57.4K 0.22% 75
2022
Q1 		$1.09M Buy
2,905
+340
+13% +$138K 0.24% 73
2021
Q4 		$1.06M Buy
2,565
+54
+2% +$24.7K 0.21% 81
2021
Q3 		$1.17M Sell
2,511
-5
-0.2% -$2.17K 0.23% 74
2021
Q2 		$1.05M Buy
2,516
+7
+0.3% +$2.69K 0.21% 81
2021
Q1 		$985K Buy
2,509
+498
+25% +$166K 0.21% 86
2020
Q4 		$637K Buy
2,011
+1,071
+114% +$361K 0.14% 101
2020
Q3 		$311K Buy
940
+58
+7% +$20.5K 0.08% 122
2020
Q2 		$291K Buy
882
+44
+5% +$13.2K 0.09% 103
2020
Q1 		$205K Buy
+838
New +$230K 0.07% 115

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

P.J. Schmidt Investment Management (PJS)'s SPGI Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 652 shares — an estimated $277K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in SPGI in Q1 2020 and held it in 25 quarters. The position peaked at $1.17M in Q3 2021. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 652 S&P Global shares in Q2 2026, an estimated $277K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in S&P Global in Q1 2020 and held it in 25 quarters.
  • P.J. Schmidt Investment Management (PJS)'s S&P Global position peaked at $1.17M in Q3 2021.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.