WJWM
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Williams Jones Wealth Management’s S&P Global SPGI Stock Holding History

Williams Jones Wealth 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
5,632
-288
-5% -$134K 0.03% 179
2025
Q4 		$3.09M Sell
5,920
-153
-3% -$75.7K 0.04% 165
2025
Q3 		$2.96M Buy
6,073
+38
+0.6% +$20.3K 0.03% 164
2025
Q2 		$3.18M Sell
6,035
-128
-2% -$63.9K 0.04% 158
2025
Q1 		$3.13M Buy
6,163
+9
+0.1% +$4.6K 0.04% 158
2024
Q4 		$3.06M Sell
6,154
-1,529
-20% -$776K 0.04% 164
2024
Q3 		$3.97M Buy
7,683
+114
+2% +$56.4K 0.05% 148
2024
Q2 		$3.38M Buy
7,569
+100
+1% +$42.9K 0.04% 157
2024
Q1 		$3.18M Buy
7,469
+83
+1% +$36K 0.04% 157
2023
Q4 		$3.25M Sell
7,386
-20
-0.3% -$7.89K 0.05% 153
2023
Q3 		$2.71M Sell
7,406
-59
-0.8% -$23.2K 0.04% 162
2023
Q2 		$2.99M Buy
7,465
+579
+8% +$212K 0.04% 162
2023
Q1 		$2.37M Sell
6,886
-15
-0.2% -$5.28K 0.04% 189
2022
Q4 		$2.31M Sell
6,901
-133
-2% -$43.8K 0.04% 191
2022
Q3 		$2.15M Buy
7,034
+593
+9% +$212K 0.04% 198
2022
Q2 		$2.17M Buy
6,441
+4,349
+208% +$1.55M 0.04% 199
2022
Q1 		$858K Buy
2,092
+1,193
+133% +$486K 0.01% 280
2021
Q4 		$424K Hold
899
– – 0.01% 353
2021
Q3 		$382K Sell
899
-8
-0.9% -$3.47K 0.01% 356
2021
Q2 		$372K Buy
907
+3
+0.3% +$1.15K 0.01% 366
2021
Q1 		$319K Sell
904
-13
-1% -$4.33K 0.01% 378
2020
Q4 		$301K Sell
917
-5
-0.5% -$1.69K ﹤0.01% 369
2020
Q3 		$332K Sell
922
-19
-2% -$6.7K 0.01% 318
2020
Q2 		$310K Buy
941
+22
+2% +$6.62K 0.01% 319
2020
Q1 		$225K Buy
919
+26
+3% +$7.13K 0.01% 331
2019
Q4 		$244K Hold
893
– – ﹤0.01% 389
2019
Q3 		$219K Buy
+893
New +$223K ﹤0.01% 387

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

Williams Jones Wealth Management's SPGI Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its S&P Global (SPGI) stake by 4.9% in Q1 2026, selling an estimated $134K and leaving 5,632 shares worth $2.4M. The position accounts for 0.03% of the portfolio, ranked #179.

Williams Jones Wealth Management first reported a position in SPGI in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.97M in Q3 2024. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Williams Jones Wealth Management held 5,632 shares of S&P Global worth $2.4M as of Q1 2026.
  • Williams Jones Wealth Management sold 288 S&P Global shares in Q1 2026, an estimated $134K.
  • S&P Global made up 0.03% of Williams Jones Wealth Management's portfolio in Q1 2026, its #179 holding.
  • Williams Jones Wealth Management first reported a position in S&P Global in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's S&P Global position peaked at $3.97M in Q3 2024.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.