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

BKM 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	$1.57M	Buy	3,700 +956	+35%	+$444K	0.57%	55
2025 Q4	$1.43M	Sell	2,744 -1,272	-32%	-$629K	0.52%	56
2025 Q3	$1.95M	Buy	4,016 +422	+12%	+$226K	0.72%	43
2025 Q2	$1.9M	Sell	3,594 -174	-5%	-$86.8K	0.74%	41
2025 Q1	$1.91M	Buy	3,768 +504	+15%	+$258K	0.79%	39
2024 Q4	$1.63M	Buy	3,264 +212	+7%	+$108K	0.67%	46
2024 Q3	$1.58M	Sell	3,052 -31	-1%	-$15.3K	0.64%	47
2024 Q2	$1.38M	Buy	+3,083	New	+$1.32M	0.66%	48
2024 Q1	–	Sell	-143	Closed	-$63K	–	499
2023 Q4	$63K	Buy	+143	New	+$56.4K	0.03%	239

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BKM Wealth Management increased its S&P Global (SPGI) stake by 35% in Q1 2026, buying an estimated $444K and bringing the position to 3,700 shares worth $1.57M. The position accounts for 0.57% of the portfolio, ranked #55.

BKM Wealth Management first reported a position in SPGI in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.95M in Q3 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

BKM Wealth Management held 3,700 shares of S&P Global worth $1.57M as of Q1 2026.
BKM Wealth Management bought 956 S&P Global shares in Q1 2026, an estimated $444K.
S&P Global made up 0.57% of BKM Wealth Management's portfolio in Q1 2026, its #55 holding.
BKM Wealth Management first reported a position in S&P Global in Q4 2023 and has held it in 9 quarters since.
BKM Wealth Management's S&P Global position peaked at $1.95M in Q3 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.