Graham Capital Management’s S&P Global SPGI Stock Holding History

Graham Capital 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	$4.58M	Buy	+10,759	New	+$4.99M	0.11%	138
2025 Q4	–	Sell	-715	Closed	-$348K	–	1567
2025 Q3	$348K	Sell	715 -2,026	-74%	-$1.08M	0.01%	783
2025 Q2	$1.45M	Sell	2,741 -7,633	-74%	-$3.81M	0.02%	461
2025 Q1	$5.27M	Sell	10,374 -17,817	-63%	-$9.1M	0.09%	126
2024 Q4	$14M	Buy	+28,191	New	+$14.3M	0.21%	46
2024 Q2	–	Sell	-1,500	Closed	-$638K	–	1342
2024 Q1	$638K	Sell	1,500 -6,500	-81%	-$2.82M	0.01%	557
2023 Q4	$3.52M	Sell	8,000 -54,200	-87%	-$21.4M	0.08%	137
2023 Q3	$22.7M	Buy	62,200 +50,577	+435%	+$19.9M	0.53%	38
2023 Q2	$4.66M	Buy	11,623 +9,218	+383%	+$3.37M	0.13%	115
2023 Q1	$829K	Buy	+2,405	New	+$846K	0.03%	585
2022 Q3	–	Sell	-597	Closed	-$201K	–	1304
2022 Q2	$201K	Sell	597 -2,027	-77%	-$723K	0.01%	925
2022 Q1	$1.08M	Buy	+2,624	New	+$1.07M	0.04%	284

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

Graham Capital Management's SPGI Position: Q1 2026 in Review

Graham Capital Management opened a new position in S&P Global (SPGI) in Q1 2026: 10,759 shares worth $4.58M. The stake represents 0.11% of the portfolio and ranks #138 among its holdings. This is a return to the name: Graham Capital Management previously reported a position in SPGI as recently as Q3 2025.

Graham Capital Management first reported a position in SPGI in Q1 2022 and has held it in 12 quarters since. The position peaked at $22.7M in Q3 2023. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Graham Capital Management held 10,759 shares of S&P Global worth $4.58M as of Q1 2026.
S&P Global was a new Graham Capital Management position in Q1 2026.
S&P Global made up 0.11% of Graham Capital Management's portfolio in Q1 2026, its #138 holding.
Graham Capital Management first reported a position in S&P Global in Q1 2022 and has held it in 12 quarters since.
Graham Capital Management's S&P Global position peaked at $22.7M in Q3 2023.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Graham Capital Management's 13F filing for Q1 2026, filed 15 May 2026.