WCM
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Winthrop Capital Management’s S&P Global SPGI Stock Holding History

Winthrop 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
Q1 		$439K Buy
1,031
+64
+7% +$29.7K 0.11% 94
2025
Q4 		$505K Sell
967
-123
-11% -$60.9K 0.12% 98
2025
Q3 		$531K Buy
1,090
+40
+4% +$21.4K 0.13% 92
2025
Q2 		$553K Sell
1,050
-41
-4% -$20.5K 0.14% 92
2025
Q1 		$554K Buy
1,091
+52
+5% +$26.6K 0.15% 91
2024
Q4 		$517K Buy
1,039
+84
+9% +$42.6K 0.14% 93
2024
Q3 		$493K Sell
955
-12
-1% -$5.94K 0.23% 47
2024
Q2 		$431K Buy
967
+12
+1% +$5.15K 0.22% 47
2024
Q1 		$406K Buy
955
+11
+1% +$4.77K 0.19% 51
2023
Q4 		$416K Buy
+944
New +$373K 0.14% 96

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

Winthrop Capital Management's SPGI Position: Q1 2026 in Review

Winthrop Capital Management increased its S&P Global (SPGI) stake by 6.6% in Q1 2026, buying an estimated $29.7K and bringing the position to 1,031 shares worth $439K. The position accounts for 0.11% of the portfolio, ranked #94.

Winthrop Capital Management first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $554K in Q1 2025. 2,109 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Winthrop Capital Management held 1,031 shares of S&P Global worth $439K as of Q1 2026.
  • Winthrop Capital Management bought 64 S&P Global shares in Q1 2026, an estimated $29.7K.
  • S&P Global made up 0.11% of Winthrop Capital Management's portfolio in Q1 2026, its #94 holding.
  • Winthrop Capital Management first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
  • Winthrop Capital Management's S&P Global position peaked at $554K in Q1 2025.
  • 2,109 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.