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LM Advisors’s S&P Global SPGI Stock Holding History

LM 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 		$586K Buy
1,436
+824
+135% +$348K 0.07% 147
2026
Q1 		$1.44K Buy
612
+175
+40% +$81.2K 0.02% 197
2025
Q4 		$837 Sell
437
-397
-48% -$196K 0.02% 204
2025
Q3 		$406K Hold
834
– – 0.06% 144
2025
Q2 		$440K Sell
834
-77
-8% -$38.4K 0.06% 132
2025
Q1 		$463K Buy
911
+6
+0.7% +$3.07K 0.08% 161
2024
Q4 		$451K Hold
905
– – 0.08% 141
2024
Q3 		$468K Hold
905
– – 0.1% 125
2024
Q2 		$404K Hold
905
– – ﹤0.01% 142
2024
Q1 		$385K Hold
905
– – 0.06% 155
2023
Q4 		$399K Buy
+905
New +$357K 0.08% 133

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LM Advisors's SPGI Position: Q2 2026 in Review

LM Advisors increased its S&P Global (SPGI) stake by 135% in Q2 2026, buying an estimated $348K and bringing the position to 1,436 shares worth $586K. The position accounts for 0.07% of the portfolio, ranked #147.

LM Advisors first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. 2,005 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • LM Advisors held 1,436 shares of S&P Global worth $586K as of Q2 2026.
  • LM Advisors bought 824 S&P Global shares in Q2 2026, an estimated $348K.
  • S&P Global made up 0.07% of LM Advisors's portfolio in Q2 2026, its #147 holding.
  • LM Advisors first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • 2,005 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.