PIM
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Progressive Investment Management’s S&P Global SPGI Stock Holding History

Progressive Investment 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 		$11.5M Sell
27,116
-102
-0.4% -$47.4K 3.05% 11
2025
Q4 		$14.2M Sell
27,218
-150
-0.5% -$74.2K 3.4% 10
2025
Q3 		$13.3M Sell
27,368
-241
-0.9% -$129K 3.24% 10
2025
Q2 		$14.6M Sell
27,609
-287
-1% -$143K 3.71% 9
2025
Q1 		$14.2M Sell
27,896
-509
-2% -$260K 3.97% 9
2024
Q4 		$14.1M Sell
28,405
-991
-3% -$503K 3.63% 9
2024
Q3 		$15.2M Sell
29,396
-519
-2% -$257K 3.9% 9
2024
Q2 		$13.3M Sell
29,915
-488
-2% -$209K 3.54% 9
2024
Q1 		$12.9M Sell
30,403
-516
-2% -$224K 3.55% 9
2023
Q4 		$13.6M Sell
30,919
-287
-0.9% -$113K 3.88% 7
2023
Q3 		$11.4M Sell
31,206
-253
-0.8% -$99.5K 3.7% 7
2023
Q2 		$12.6M Sell
31,459
-470
-1% -$172K 3.93% 7
2023
Q1 		$11M Buy
31,929
+357
+1% +$126K 3.55% 9
2022
Q4 		$10.6M Buy
31,572
+251
+0.8% +$82.7K 4.1% 6
2022
Q3 		$9.56M Buy
31,321
+116
+0.4% +$41.5K 3.93% 6
2022
Q2 		$10.5M Buy
31,205
+457
+1% +$163K 4.11% 6
2022
Q1 		$12.6M Buy
30,748
+4,883
+19% +$1.99M 3.97% 7
2021
Q4 		$12.2M Sell
25,865
-236
-0.9% -$108K 3.39% 9
2021
Q3 		$11.1M Buy
26,101
+154
+0.6% +$66.7K 3.29% 11
2021
Q2 		$10.7M Sell
25,947
-187
-0.7% -$71.9K 3.32% 12
2021
Q1 		$9.22M Buy
26,134
+257
+1% +$85.5K 3.25% 13
2020
Q4 		$8.51M Buy
25,877
+118
+0.5% +$39.8K 3.06% 14
2020
Q3 		$9.29M Sell
25,759
-374
-1% -$132K 3.68% 10
2020
Q2 		$8.61M Buy
26,133
+1
+0% +$301 3.76% 8
2020
Q1 		$6.4M Buy
26,132
+220
+0.8% +$60.3K 3.56% 10
2019
Q4 		$7.08M Buy
25,912
+144
+0.6% +$37.4K 3.45% 9
2019
Q3 		$6.31M Buy
25,768
+519
+2% +$130K 3.38% 11
2019
Q2 		$5.75M Buy
25,249
+160
+0.6% +$34.9K 3.22% 11
2019
Q1 		$5.28M Buy
25,089
+764
+3% +$148K 3.07% 16
2018
Q4 		$4.13M Buy
24,325
+426
+2% +$76.3K 2.84% 18
2018
Q3 		$4.67M Buy
23,899
+222
+0.9% +$45.8K 2.79% 16
2018
Q2 		$4.83M Buy
23,677
+232
+1% +$45.8K 3.11% 11
2018
Q1 		$4.48M Buy
23,445
+19,405
+480% +$3.58M 3% 18
2017
Q4 		$684K Sell
4,040
-297
-7% -$48.5K 0.46% 39
2017
Q3 		$678K Hold
4,337
– – 0.51% 39
2017
Q2 		$633K Buy
+4,337
New +$602K 0.49% 40
2017
Q1 		– Sell
-4,337
Closed -$466K – 54
2016
Q4 		$466K Hold
4,337
– – 0.43% 47
2016
Q3 		$549K Hold
4,337
– – 0.51% 44
2016
Q2 		$465K Buy
+4,337
New +$465K 0.45% 48

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

Progressive Investment Management's SPGI Position: Q1 2026 in Review

Progressive Investment Management reduced its S&P Global (SPGI) stake by 0.37% in Q1 2026, selling an estimated $47.4K and leaving 27,116 shares worth $11.5M. The position accounts for 3.05% of the portfolio, ranked #11.

Progressive Investment Management first reported a position in SPGI in Q2 2016 and has held it in 39 quarters since. The position peaked at $15.2M in Q3 2024. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Progressive Investment Management held 27,116 shares of S&P Global worth $11.5M as of Q1 2026.
  • Progressive Investment Management sold 102 S&P Global shares in Q1 2026, an estimated $47.4K.
  • S&P Global made up 3.05% of Progressive Investment Management's portfolio in Q1 2026, its #11 holding.
  • Progressive Investment Management first reported a position in S&P Global in Q2 2016 and has held it in 39 quarters since.
  • Progressive Investment Management's S&P Global position peaked at $15.2M in Q3 2024.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Progressive Investment Management's 13F filing for Q1 2026, filed 5 May 2026.