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

Academy 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 		$17.5M Buy
41,151
+21,618
+111% +$10M 2.5% 16
2025
Q4 		$10.2M Sell
19,533
-125
-0.6% -$61.8K 1.36% 17
2025
Q3 		$9.57M Sell
19,658
-146
-0.7% -$78.2K 1.36% 16
2025
Q2 		$10.4M Buy
19,804
+1,565
+9% +$781K 1.49% 15
2025
Q1 		$9.27M Sell
18,239
-147
-0.8% -$75.1K 1.6% 14
2024
Q4 		$9.16M Sell
18,386
-93
-0.5% -$47.2K 1.5% 15
2024
Q3 		$9.55M Sell
18,479
-58
-0.3% -$28.7K 1.65% 14
2024
Q2 		$8.27M Sell
18,537
-47
-0.3% -$20.2K 1.49% 14
2024
Q1 		$7.91M Sell
18,584
-38
-0.2% -$16.5K 1.5% 15
2023
Q4 		$8.2M Sell
18,622
-226
-1% -$89.2K 1.67% 13
2023
Q3 		$6.89M Sell
18,848
-215
-1% -$84.5K 1.46% 16
2023
Q2 		$7.64M Sell
19,063
-120
-0.6% -$43.8K 1.53% 16
2023
Q1 		$6.61M Sell
19,183
-16,601
-46% -$5.84M 1.42% 17
2022
Q4 		$12M Sell
35,784
-787
-2% -$259K 2.56% 17
2022
Q3 		$11.2M Sell
36,571
-11,332
-24% -$4.05M 2.42% 19
2022
Q2 		$16.1M Buy
47,903
+20,869
+77% +$7.44M 3.07% 18
2022
Q1 		$11.1M Buy
27,034
+380
+1% +$155K 1.77% 21
2021
Q4 		$12.6M Sell
26,654
-151
-0.6% -$69.1K 1.96% 23
2021
Q3 		$11.4M Buy
26,805
+1,347
+5% +$584K 1.83% 24
2021
Q2 		$10.4M Buy
25,458
+772
+3% +$297K 4.26% 12
2021
Q1 		$8.71M Buy
24,686
+20
+0.1% +$6.66K 1.68% 23
2020
Q4 		$8.11M Sell
24,666
-58
-0.2% -$19.6K 1.74% 21
2020
Q3 		$8.91M Sell
24,724
-342
-1% -$121K 1.94% 22
2020
Q2 		$8.26M Buy
+25,066
New +$7.54M 1.88% 24

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

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

Academy Capital Management increased its S&P Global (SPGI) stake by 111% in Q1 2026, buying an estimated $10M and bringing the position to 41,151 shares worth $17.5M. The position accounts for 2.5% of the portfolio, ranked #16.

Academy Capital Management first reported a position in SPGI in Q2 2020 and has held it in 24 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Academy Capital Management held 41,151 shares of S&P Global worth $17.5M as of Q1 2026.
  • Academy Capital Management bought 21,618 S&P Global shares in Q1 2026, an estimated $10M.
  • S&P Global made up 2.5% of Academy Capital Management's portfolio in Q1 2026, its #16 holding.
  • Academy Capital Management first reported a position in S&P Global in Q2 2020 and has held it in 24 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Academy Capital Management's 13F filing for Q1 2026, filed 14 May 2026.