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 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

LVM Capital Management's SPGI Position: Q2 2026 in Review

LVM Capital Management reduced its S&P Global (SPGI) stake by 4.7% in Q2 2026, selling an estimated $13.9K and leaving 674 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #142.

LVM Capital Management first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $373K in Q2 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

LVM Capital Management held 674 shares of S&P Global worth $274K as of Q2 2026.
LVM Capital Management sold 33 S&P Global shares in Q2 2026, an estimated $13.9K.
S&P Global made up 0.02% of LVM Capital Management's portfolio in Q2 2026, its #142 holding.
LVM Capital Management first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
LVM Capital Management's S&P Global position peaked at $373K in Q2 2025.
821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.