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Oakmont Corp’s S&P Global SPGI Stock Holding History

Oakmont Corp’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 		$35.7M Buy
84,037
+2,612
+3% +$1.21M 6.79% 7
2025
Q4 		$42.6M Buy
81,425
+1,932
+2% +$956K 7.36% 6
2025
Q3 		$38.7M Sell
79,493
-1,328
-2% -$711K 6.92% 6
2025
Q2 		$42.6M Sell
80,821
-295
-0.4% -$147K 7.46% 6
2025
Q1 		$41.2M Sell
81,116
-471
-0.6% -$241K 8.13% 7
2024
Q4 		$40.6M Buy
81,587
+2,920
+4% +$1.48M 7.1% 7
2024
Q3 		$38M Buy
78,667
+32,336
+70% +$16M 7.31% 7
2024
Q2 		$20.7M Buy
46,331
+13,530
+41% +$5.8M 4.55% 6
2024
Q1 		$14M Buy
32,801
+5,528
+20% +$2.4M 3.42% 9
2023
Q4 		$12M Buy
27,273
+20,881
+327% +$8.24M 3.15% 10
2023
Q3 		$2.34M Hold
6,392
– – 0.67% 16
2023
Q2 		$2.56M Hold
6,392
– – 0.33% 16
2023
Q1 		$2.2M Hold
6,392
– – 0.3% 17
2022
Q4 		$2.14M Hold
6,392
– – 0.34% 16
2022
Q3 		$1.95M Hold
6,392
– – 0.31% 15
2022
Q2 		$2.15M Hold
6,392
– – 0.3% 16
2022
Q1 		$2.62M Hold
6,392
– – 0.24% 18
2021
Q4 		$3.02M Hold
6,392
– – 0.24% 15
2021
Q3 		$2.72M Sell
6,392
-239
-4% -$104K 0.21% 17
2021
Q2 		$2.72M Hold
6,631
– – 0.2% 16
2021
Q1 		$2.34M Hold
6,631
– – 0.21% 18
2020
Q4 		$2.18M Hold
6,631
– – 0.19% 17
2020
Q3 		$2.39M Buy
6,631
+3,753
+130% +$1.32M 0.25% 17
2020
Q2 		$948K Hold
2,878
– – 0.12% 18
2020
Q1 		$705K Hold
2,878
– – 0.13% 16
2019
Q4 		$786K Buy
+2,878
New +$748K 0.12% 16

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Oakmont Corp's SPGI Position: Q1 2026 in Review

Oakmont Corp increased its S&P Global (SPGI) stake by 3.2% in Q1 2026, buying an estimated $1.21M and bringing the position to 84,037 shares worth $35.7M. The position accounts for 6.79% of the portfolio, ranked #7.

Oakmont Corp first reported a position in SPGI in Q4 2019 and has held it in 26 quarters since. The position peaked at $42.6M in Q2 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Oakmont Corp held 84,037 shares of S&P Global worth $35.7M as of Q1 2026.
  • Oakmont Corp bought 2,612 S&P Global shares in Q1 2026, an estimated $1.21M.
  • S&P Global made up 6.79% of Oakmont Corp's portfolio in Q1 2026, its #7 holding.
  • Oakmont Corp first reported a position in S&P Global in Q4 2019 and has held it in 26 quarters since.
  • Oakmont Corp's S&P Global position peaked at $42.6M in Q2 2025.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Oakmont Corp's 13F filing for Q1 2026, filed 12 May 2026.