Barry Investment Advisors’s General Motors GM Stock Holding History

Barry 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
2025 Q1	–	Sell	-4,123	Closed	-$220K	–	109
2024 Q4	$220K	Buy	+4,123	New	+$216K	0.07%	100
2022 Q1	–	Sell	-4,518	Closed	-$265K	–	133
2021 Q4	$265K	Buy	4,518 +4	+0.1%	+$234	0.07%	109
2021 Q3	$238K	Sell	4,514 -3	-0.1%	-$159	0.07%	104
2021 Q2	$267K	Sell	4,517 -332	-7%	-$19.5K	0.07%	97
2021 Q1	$279K	Hold	4,849	–	–	0.08%	92
2020 Q4	$202K	Buy	+4,849	New	+$189K	0.06%	100
2019 Q4	–	Sell	-5,512	Closed	-$207K	–	71
2019 Q3	$207K	Buy	5,512 +23	+0.4%	+$885	0.07%	60
2019 Q2	$211K	Buy	5,489 +23	+0.4%	+$862	0.07%	63
2019 Q1	$203K	Buy	+5,466	New	+$208K	0.06%	69
2018 Q1	–	Sell	-5,513	Closed	-$226K	–	73
2017 Q4	$226K	Buy	5,513 +14	+0.3%	+$607	0.08%	65
2017 Q3	$222K	Buy	+5,499	New	+$201K	0.08%	64

Other funds holding GM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barry Investment Advisors's GM Position: Q1 2025 in Review

Barry Investment Advisors sold out of General Motors (GM) in Q1 2025, closing a stake of 4,123 shares — an estimated $220K sold.

Barry Investment Advisors first reported a position in GM in Q3 2017 and held it in 11 quarters. The position peaked at $279K in Q1 2021. 1,322 funds tracked by Wall St. Rank hold GM as of Q1 2025.

Barry Investment Advisors reported no remaining General Motors position as of Q1 2025 after selling out during the quarter.
Barry Investment Advisors sold 4,123 General Motors shares in Q1 2025, an estimated $220K.
Barry Investment Advisors first reported a position in General Motors in Q3 2017 and held it in 11 quarters.
Barry Investment Advisors's General Motors position peaked at $279K in Q1 2021.
1,322 funds tracked by Wall St. Rank held General Motors as of Q1 2025.

Based on Barry Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.