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

Allred 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 		$920K Buy
2,163
+26
+1% +$12.1K 0.34% 72
2025
Q4 		$1.12M Buy
2,137
+7
+0.3% +$3.46K 0.4% 58
2025
Q3 		$1.04M Buy
2,130
+272
+15% +$146K 0.36% 63
2025
Q2 		$980K Buy
1,858
+62
+3% +$30.9K 0.37% 63
2025
Q1 		$913K Buy
1,796
+66
+4% +$33.7K 0.36% 67
2024
Q4 		$862K Buy
1,730
+316
+22% +$160K 0.33% 68
2024
Q3 		$731K Buy
1,414
+69
+5% +$34.1K 0.29% 79
2024
Q2 		$600K Buy
1,345
+177
+15% +$75.9K 0.23% 95
2024
Q1 		$497K Buy
1,168
+509
+77% +$221K 0.19% 111
2023
Q4 		$290K Sell
659
-1
-0.2% -$395 0.13% 140
2023
Q3 		$241K Sell
660
-8
-1% -$3.15K 0.12% 141
2023
Q2 		$268K Buy
668
+32
+5% +$11.7K 0.13% 130
2023
Q1 		$219K Buy
636
+3
+0.5% +$1.06K 0.12% 143
2022
Q4 		$212K Buy
+633
New +$209K 0.12% 143
2022
Q3 		– Sell
-631
Closed -$212K – 161
2022
Q2 		$212K Hold
631
– – 0.13% 148
2022
Q1 		$258K Buy
+631
New +$257K 0.14% 149
2021
Q2 		– Sell
-54
Closed -$19.1K – 677
2021
Q1 		$19.1K Buy
+54
New +$18K 0.01% 545
2020
Q1 		– Sell
-65
Closed -$17.7K – 625
2019
Q4 		$17.7K Buy
+65
New +$16.9K 0.01% 511

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

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

Allred Capital Management increased its S&P Global (SPGI) stake by 1.2% in Q1 2026, buying an estimated $12.1K and bringing the position to 2,163 shares worth $920K. The position accounts for 0.34% of the portfolio, ranked #72.

Allred Capital Management first reported a position in SPGI in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.12M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Allred Capital Management held 2,163 shares of S&P Global worth $920K as of Q1 2026.
  • Allred Capital Management bought 26 S&P Global shares in Q1 2026, an estimated $12.1K.
  • S&P Global made up 0.34% of Allred Capital Management's portfolio in Q1 2026, its #72 holding.
  • Allred Capital Management first reported a position in S&P Global in Q4 2019 and has held it in 18 quarters since.
  • Allred Capital Management's S&P Global position peaked at $1.12M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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