WWM
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Western Wealth Management’s S&P Global SPGI Stock Holding History

Western Wealth 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
Q1 		$2.88M Buy
6,761
+1,567
+30% +$727K 0.11% 204
2025
Q4 		$2.71M Sell
5,194
-133
-2% -$65.8K 0.13% 170
2025
Q3 		$2.59M Buy
5,327
+413
+8% +$221K 0.14% 150
2025
Q2 		$2.59M Buy
4,914
+373
+8% +$186K 0.15% 135
2025
Q1 		$2.31M Buy
4,541
+463
+11% +$237K 0.15% 131
2024
Q4 		$2.03M Buy
4,078
+220
+6% +$112K 0.13% 150
2024
Q3 		$1.99M Buy
3,858
+133
+4% +$65.8K 0.11% 185
2024
Q2 		$1.66M Buy
3,725
+647
+21% +$278K 0.12% 149
2024
Q1 		$1.31M Buy
3,078
+213
+7% +$92.3K 0.1% 184
2023
Q4 		$1.26M Buy
2,865
+590
+26% +$233K 0.09% 232
2023
Q3 		$831K Buy
2,275
+1,586
+230% +$624K 0.07% 286
2023
Q2 		$276K Sell
689
-34
-5% -$12.4K 0.02% 522
2023
Q1 		$249K Buy
723
+52
+8% +$18.3K 0.02% 545
2022
Q4 		$225K Sell
671
-1,308
-66% -$431K 0.02% 544
2022
Q3 		$606K Buy
1,979
+219
+12% +$78.4K 0.03% 425
2022
Q2 		$596K Sell
1,760
-82
-4% -$29.2K 0.03% 426
2022
Q1 		$756K Buy
1,842
+1,208
+191% +$492K 0.04% 406
2021
Q4 		$301K Buy
+634
New +$290K 0.03% 473

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

Western Wealth Management's SPGI Position: Q1 2026 in Review

Western Wealth Management increased its S&P Global (SPGI) stake by 30% in Q1 2026, buying an estimated $727K and bringing the position to 6,761 shares worth $2.88M. The position accounts for 0.11% of the portfolio, ranked #204.

Western Wealth Management first reported a position in SPGI in Q4 2021 and has held it in 18 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Western Wealth Management held 6,761 shares of S&P Global worth $2.88M as of Q1 2026.
  • Western Wealth Management bought 1,567 S&P Global shares in Q1 2026, an estimated $727K.
  • S&P Global made up 0.11% of Western Wealth Management's portfolio in Q1 2026, its #204 holding.
  • Western Wealth Management first reported a position in S&P Global in Q4 2021 and has held it in 18 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.