AWM
SPGI icon

Angeles Wealth Management’s S&P Global SPGI Stock Holding History

Angeles 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 		$494K Buy
1,162
+140
+14% +$65K 0.03% 234
2025
Q4 		$534K Buy
1,022
+330
+48% +$163K 0.03% 198
2025
Q3 		$337K Sell
692
-7
-1% -$3.75K 0.02% 242
2025
Q2 		$369K Buy
699
+134
+24% +$66.9K 0.03% 223
2025
Q1 		$287K Buy
565
+13
+2% +$6.64K 0.02% 223
2024
Q4 		$275K Buy
552
+70
+15% +$35.5K 0.02% 232
2024
Q3 		$249K Buy
+482
New +$239K 0.02% 233

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

Angeles Wealth Management's SPGI Position: Q1 2026 in Review

Angeles Wealth Management increased its S&P Global (SPGI) stake by 14% in Q1 2026, buying an estimated $65K and bringing the position to 1,162 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #234.

Angeles Wealth Management first reported a position in SPGI in Q3 2024 and has held it in 7 quarters since. The position peaked at $534K in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Angeles Wealth Management held 1,162 shares of S&P Global worth $494K as of Q1 2026.
  • Angeles Wealth Management bought 140 S&P Global shares in Q1 2026, an estimated $65K.
  • S&P Global made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #234 holding.
  • Angeles Wealth Management first reported a position in S&P Global in Q3 2024 and has held it in 7 quarters since.
  • Angeles Wealth Management's S&P Global position peaked at $534K in Q4 2025.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.