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PYA Waltman Capital’s S&P Global SPGI Stock Holding History

PYA Waltman Capital’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 		$12.7M Buy
29,969
+3,785
+14% +$1.76M 3.53% 10
2025
Q4 		$13.7M Buy
26,184
+1,851
+8% +$916K 3.68% 11
2025
Q3 		$11.8M Buy
24,333
+752
+3% +$403K 3.17% 12
2025
Q2 		$12.4M Buy
23,581
+1,145
+5% +$571K 3.58% 11
2025
Q1 		$11.4M Sell
22,436
-171
-0.8% -$87.4K 3.58% 10
2024
Q4 		$11.3M Sell
22,607
-109
-0.5% -$55.3K 3.63% 11
2024
Q3 		$11.7M Buy
22,716
+171
+0.8% +$84.6K 3.84% 9
2024
Q2 		$10.1M Buy
22,545
+158
+0.7% +$67.8K 3.69% 11
2024
Q1 		$9.52M Buy
22,387
+56
+0.3% +$24.3K 3.53% 11
2023
Q4 		$9.84M Sell
22,331
-91
-0.4% -$35.9K 4.1% 8
2023
Q3 		$8.19M Buy
22,422
+164
+0.7% +$64.5K 3.47% 10
2023
Q2 		$8.65M Sell
22,258
-425
-2% -$155K 3.73% 9
2023
Q1 		$7.82M Sell
22,683
-904
-4% -$318K 3.88% 8
2022
Q4 		$7.9M Sell
23,587
-208
-0.9% -$68.6K 4.15% 8
2022
Q3 		$7.27M Buy
23,795
+4,149
+21% +$1.48M 4.27% 8
2022
Q2 		$6.62M Buy
19,646
+1,474
+8% +$525K 3.69% 8
2022
Q1 		$7.45M Buy
+18,172
New +$7.4M 3.67% 8

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

PYA Waltman Capital's SPGI Position: Q1 2026 in Review

PYA Waltman Capital increased its S&P Global (SPGI) stake by 14% in Q1 2026, buying an estimated $1.76M and bringing the position to 29,969 shares worth $12.7M. The position accounts for 3.53% of the portfolio, ranked #10.

PYA Waltman Capital first reported a position in SPGI in Q1 2022 and has held it in 17 quarters since. The position peaked at $13.7M in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • PYA Waltman Capital held 29,969 shares of S&P Global worth $12.7M as of Q1 2026.
  • PYA Waltman Capital bought 3,785 S&P Global shares in Q1 2026, an estimated $1.76M.
  • S&P Global made up 3.53% of PYA Waltman Capital's portfolio in Q1 2026, its #10 holding.
  • PYA Waltman Capital first reported a position in S&P Global in Q1 2022 and has held it in 17 quarters since.
  • PYA Waltman Capital's S&P Global position peaked at $13.7M in Q4 2025.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.