Balanced Rock Investment Advisors’s General Motors GM Stock Holding History

Balanced Rock Investment Advisors’s Portfolio GM Stock Details GM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$682K	Sell	9,158 -218	-2%	-$17.3K	0.48%	46
2025 Q4	$762K	Sell	9,376 -1,145	-11%	-$80.7K	0.54%	41
2025 Q3	$641K	Sell	10,521 -102	-1%	-$5.69K	0.47%	44
2025 Q2	$523K	Buy	10,623 +810	+8%	+$38.4K	0.41%	55
2025 Q1	$462K	Sell	9,813 -36	-0.4%	-$1.77K	0.37%	52
2024 Q4	$525K	Sell	9,849 -2,047	-17%	-$107K	0.42%	45
2024 Q3	$533K	Sell	11,896 -545	-4%	-$25.3K	0.42%	45
2024 Q2	$578K	Sell	12,441 -256	-2%	-$11.6K	0.49%	41
2024 Q1	$576K	Sell	12,697 -2,442	-16%	-$94.6K	0.49%	42
2023 Q4	$544K	Buy	+15,139	New	+$468K	0.48%	53

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Balanced Rock Investment Advisors's GM Position: Q1 2026 in Review

Balanced Rock Investment Advisors reduced its General Motors (GM) stake by 2.3% in Q1 2026, selling an estimated $17.3K and leaving 9,158 shares worth $682K. The position accounts for 0.48% of the portfolio, ranked #46.

Balanced Rock Investment Advisors first reported a position in GM in Q4 2023 and has held it in 10 quarters since. The position peaked at $762K in Q4 2025. 1,512 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Balanced Rock Investment Advisors held 9,158 shares of General Motors worth $682K as of Q1 2026.
Balanced Rock Investment Advisors sold 218 General Motors shares in Q1 2026, an estimated $17.3K.
General Motors made up 0.48% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #46 holding.
Balanced Rock Investment Advisors first reported a position in General Motors in Q4 2023 and has held it in 10 quarters since.
Balanced Rock Investment Advisors's General Motors position peaked at $762K in Q4 2025.
1,512 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.