CM Wealth Advisors’s S&P Global SPGI Stock Holding History

CM Wealth Advisors’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 Q2	$482K	Sell	1,183 -434	-27%	-$183K	0.09%	100
2026 Q1	$688K	Sell	1,617 -76	-4%	-$35.3K	0.15%	61
2025 Q4	$885K	Buy	+1,693	New	+$838K	0.2%	49
2024 Q2	–	Sell	-1,459	Closed	-$625K	–	163
2024 Q1	$625K	Buy	+1,459	New	+$632K	0.18%	63
2023 Q3	–	Sell	-1,278	Closed	-$501K	–	158
2023 Q2	$501K	Sell	1,278 -5,629	-81%	-$2.06M	0.16%	66
2023 Q1	$2.35M	Buy	+6,907	New	+$2.43M	0.45%	37

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CM Wealth Advisors's SPGI Position: Q2 2026 in Review

CM Wealth Advisors reduced its S&P Global (SPGI) stake by 27% in Q2 2026, selling an estimated $183K and leaving 1,183 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #100.

CM Wealth Advisors first reported a position in SPGI in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.35M in Q1 2023. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

CM Wealth Advisors held 1,183 shares of S&P Global worth $482K as of Q2 2026.
CM Wealth Advisors sold 434 S&P Global shares in Q2 2026, an estimated $183K.
S&P Global made up 0.09% of CM Wealth Advisors's portfolio in Q2 2026, its #100 holding.
CM Wealth Advisors first reported a position in S&P Global in Q1 2023 and has held it in 6 quarters since.
CM Wealth Advisors's S&P Global position peaked at $2.35M in Q1 2023.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.