W.H. Cornerstone Investments’s S&P Global SPGI Stock Holding History

W.H. Cornerstone Investments’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	$236K	Buy	554 +1	+0.2%	+$464	0.15%	115
2025 Q4	$289K	Buy	553 +2	+0.4%	+$990	0.17%	94
2025 Q3	$268K	Sell	551 -178	-24%	-$95.3K	0.16%	98
2025 Q2	$384K	Sell	729 -233	-24%	-$116K	0.24%	83
2025 Q1	$489K	Sell	962 -1,025	-52%	-$524K	0.34%	70
2024 Q4	$989K	Sell	1,987 -910	-31%	-$462K	0.66%	33
2024 Q3	$1.5M	Sell	2,897 -439	-13%	-$217K	1.01%	19
2024 Q2	$1.49M	Sell	3,336 -181	-5%	-$77.7K	1.05%	17
2024 Q1	$1.5M	Sell	3,517 -50	-1%	-$21.7K	1.08%	17
2023 Q4	$1.57M	Sell	3,567 -13	-0.4%	-$5.13K	1.25%	15
2023 Q3	$1.31M	Sell	3,580 -74	-2%	-$29.1K	1.15%	20
2023 Q2	$1.47M	Buy	3,654 +12	+0.3%	+$4.38K	1.31%	17
2023 Q1	$1.26M	Buy	3,642 +758	+26%	+$267K	1.14%	23
2022 Q4	$1.06M	Sell	2,884 -116	-4%	-$38.2K	1%	33
2022 Q3	$884K	Buy	+3,000	New	+$1.07M	0.93%	35

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

W.H. Cornerstone Investments's SPGI Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its S&P Global (SPGI) stake by 0.18% in Q1 2026, buying an estimated $464 and bringing the position to 554 shares worth $236K. The position accounts for 0.15% of the portfolio, ranked #115.

W.H. Cornerstone Investments first reported a position in SPGI in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.57M in Q4 2023. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

W.H. Cornerstone Investments held 554 shares of S&P Global worth $236K as of Q1 2026.
W.H. Cornerstone Investments bought 1 S&P Global share in Q1 2026, an estimated $464.
S&P Global made up 0.15% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #115 holding.
W.H. Cornerstone Investments first reported a position in S&P Global in Q3 2022 and has held it in 15 quarters since.
W.H. Cornerstone Investments's S&P Global position peaked at $1.57M in Q4 2023.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.