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Papamarkou Wellner Asset Management’s S&P Global SPGI Stock Holding History

Papamarkou Wellner Asset 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 		$2.4M Sell
5,634
-648
-10% -$301K 1.46% 22
2025
Q4 		$3.28M Sell
6,282
-183
-3% -$90.5K 1.97% 14
2025
Q3 		$3.15M Sell
6,465
-25
-0.4% -$13.4K 1.95% 12
2025
Q2 		$3.42M Buy
6,490
+71
+1% +$35.4K 2.26% 11
2025
Q1 		$3.26M Sell
6,419
-27
-0.4% -$13.8K 2.27% 11
2024
Q4 		$3.21M Buy
+6,446
New +$3.27M 2.21% 10

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

Papamarkou Wellner Asset Management's SPGI Position: Q1 2026 in Review

Papamarkou Wellner Asset Management reduced its S&P Global (SPGI) stake by 10% in Q1 2026, selling an estimated $301K and leaving 5,634 shares worth $2.4M. The position accounts for 1.46% of the portfolio, ranked #22.

Papamarkou Wellner Asset Management first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.42M in Q2 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Papamarkou Wellner Asset Management held 5,634 shares of S&P Global worth $2.4M as of Q1 2026.
  • Papamarkou Wellner Asset Management sold 648 S&P Global shares in Q1 2026, an estimated $301K.
  • S&P Global made up 1.46% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #22 holding.
  • Papamarkou Wellner Asset Management first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • Papamarkou Wellner Asset Management's S&P Global position peaked at $3.42M in Q2 2025.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2026, filed 15 May 2026.