LVM Capital Management
SPGI icon

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

LVM 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
Q3 		$266K Hold
674
– – 0.02% 137
2026
Q2 		$274K Sell
674
-33
-5% -$13.9K 0.02% 142
2026
Q1 		$301K Hold
707
– – 0.03% 131
2025
Q4 		$369K Hold
707
– – 0.03% 126
2025
Q3 		$344K Hold
707
– – 0.03% 128
2025
Q2 		$373K Hold
707
– – 0.04% 124
2025
Q1 		$359K Hold
707
– – 0.04% 122
2024
Q4 		$352K Buy
707
+69
+11% +$35K 0.04% 124
2024
Q3 		$285K Hold
638
– – 0.03% 129
2024
Q2 		$285K Buy
+638
New +$274K 0.03% 129

Other funds holding SPGI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LVM Capital Management's SPGI Position: Q3 2026 in Review

LVM Capital Management held its S&P Global (SPGI) position steady in Q3 2026 at 674 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #137.

LVM Capital Management first reported a position in SPGI in Q2 2024 and has held it in 10 quarters since. The position peaked at $373K in Q2 2025. 1,683 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • LVM Capital Management held 674 shares of S&P Global worth $266K as of Q3 2026.
  • LVM Capital Management left its S&P Global share count unchanged in Q3 2026.
  • S&P Global made up 0.02% of LVM Capital Management's portfolio in Q3 2026, its #137 holding.
  • LVM Capital Management first reported a position in S&P Global in Q2 2024 and has held it in 10 quarters since.
  • LVM Capital Management's S&P Global position peaked at $373K in Q2 2025.
  • 1,683 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on LVM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.