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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
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 $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

P.J. Schmidt Investment Management (PJS)'s SPGI Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its S&P Global (SPGI) stake by 52% in Q1 2026, selling an estimated $332K and leaving 652 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #184.

P.J. Schmidt Investment Management (PJS) first reported a position in SPGI in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.17M in Q3 2021. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • P.J. Schmidt Investment Management (PJS) held 652 shares of S&P Global worth $277K as of Q1 2026.
  • P.J. Schmidt Investment Management (PJS) sold 715 S&P Global shares in Q1 2026, an estimated $332K.
  • S&P Global made up 0.05% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #184 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in S&P Global in Q1 2020 and has held it in 25 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s S&P Global position peaked at $1.17M in Q3 2021.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.