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Wellington Shields Capital Management’s S&P Global SPGI Stock Holding History

Wellington Shields Capital 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
Q2 		$73.7K Hold
181
– – 0.01% 298
2026
Q1 		$77K Hold
181
– – 0.01% 286
2025
Q4 		$94.6K Hold
181
– – 0.01% 267
2025
Q3 		$88.1K Hold
181
– – 0.01% 282
2025
Q2 		$95.4K Hold
181
– – 0.02% 271
2025
Q1 		$92K Buy
+181
New +$92.5K 0.02% 261

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 $3.37T AUM 44.26% 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

Wellington Shields Capital Management's SPGI Position: Q2 2026 in Review

Wellington Shields Capital Management held its S&P Global (SPGI) position steady in Q2 2026 at 181 shares worth $73.7K. The position accounts for 0.01% of the portfolio, ranked #298.

Wellington Shields Capital Management first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $95.4K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Wellington Shields Capital Management held 181 shares of S&P Global worth $73.7K as of Q2 2026.
  • Wellington Shields Capital Management left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.01% of Wellington Shields Capital Management's portfolio in Q2 2026, its #298 holding.
  • Wellington Shields Capital Management first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • Wellington Shields Capital Management's S&P Global position peaked at $95.4K in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.