CVM
SPGI icon

Cheviot Value Management’s S&P Global SPGI Stock Holding History

Cheviot Value 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 		$22.1K Hold
52
– – ﹤0.01% 248
2025
Q4 		$27.5K Hold
52
– – ﹤0.01% 232
2025
Q3 		$25.7K Hold
52
– – ﹤0.01% 253
2025
Q2 		$29K Hold
52
– – ﹤0.01% 220
2025
Q1 		$26.3K Buy
+52
New +$26.6K ﹤0.01% 220

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

Cheviot Value Management's SPGI Position: Q1 2026 in Review

Cheviot Value Management held its S&P Global (SPGI) position steady in Q1 2026 at 52 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Cheviot Value Management first reported a position in SPGI in Q1 2025 and has held it in 5 quarters since. The position peaked at $29K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Cheviot Value Management held 52 shares of S&P Global worth $22.1K as of Q1 2026.
  • Cheviot Value Management left its S&P Global share count unchanged in Q1 2026.
  • S&P Global made up ﹤0.01% of Cheviot Value Management's portfolio in Q1 2026, its #248 holding.
  • Cheviot Value Management first reported a position in S&P Global in Q1 2025 and has held it in 5 quarters since.
  • Cheviot Value Management's S&P Global position peaked at $29K in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.