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 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 $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

CM Wealth Advisors's SPGI Position: Q1 2026 in Review

CM Wealth Advisors reduced its S&P Global (SPGI) stake by 4.5% in Q1 2026, selling an estimated $35.3K and leaving 1,617 shares worth $688K. The position accounts for 0.15% of the portfolio, ranked #61.

CM Wealth Advisors first reported a position in SPGI in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.35M in Q1 2023. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

CM Wealth Advisors held 1,617 shares of S&P Global worth $688K as of Q1 2026.
CM Wealth Advisors sold 76 S&P Global shares in Q1 2026, an estimated $35.3K.
S&P Global made up 0.15% of CM Wealth Advisors's portfolio in Q1 2026, its #61 holding.
CM Wealth Advisors first reported a position in S&P Global in Q1 2023 and has held it in 5 quarters since.
CM Wealth Advisors's S&P Global position peaked at $2.35M in Q1 2023.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.