Beaton Management Company’s General Motors GM Stock Holding History

Beaton Management Company’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 Q2	$358K	Buy	4,647 +167	+4%	+$13.1K	0.15%	118
2026 Q1	$334K	Hold	4,480	–	–	0.15%	112
2025 Q4	$364K	Hold	4,480	–	–	0.16%	108
2025 Q3	$273K	Hold	4,480	–	–	0.12%	118
2025 Q2	$220K	Sell	4,480 -200	-4%	-$9.48K	0.11%	130
2025 Q1	$220K	Hold	4,680	–	–	0.11%	130
2024 Q4	$249K	Hold	4,680	–	–	0.13%	121
2024 Q3	$210K	Hold	4,680	–	–	0.11%	134
2024 Q2	$217K	Buy	+4,680	New	+$211K	0.12%	127
2023 Q3	–	Sell	-5,413	Closed	-$209K	–	131
2023 Q2	$209K	Buy	+5,413	New	+$187K	0.13%	128
2022 Q3	–	Sell	-6,513	Closed	-$207K	–	128
2022 Q2	$207K	Hold	6,513	–	–	0.15%	124
2022 Q1	$285K	Buy	6,513 +450	+7%	+$22.5K	0.18%	113
2021 Q4	$355K	Hold	6,063	–	–	0.21%	101
2021 Q3	$320K	Buy	6,063 +770	+15%	+$40.9K	0.21%	97
2021 Q2	$313K	Hold	5,293	–	–	0.2%	105
2021 Q1	$304K	Hold	5,293	–	–	0.21%	103
2020 Q4	$220K	Buy	+5,293	New	+$206K	0.16%	123
2019 Q3	–	Sell	-5,297	Closed	-$204K	–	121
2019 Q2	$204K	Buy	+5,297	New	+$199K	0.17%	114
2018 Q4	–	Sell	-5,297	Closed	-$178K	–	115
2018 Q3	$178K	Hold	5,297	–	–	0.15%	124
2018 Q2	$209K	Buy	5,297 +167	+3%	+$6.58K	0.19%	114
2018 Q1	$186K	Hold	5,130	–	–	0.17%	113
2017 Q4	$210K	Sell	5,130 -170	-3%	-$7.38K	0.19%	111
2017 Q3	$214K	Buy	+5,300	New	+$194K	0.2%	106

Other funds holding GM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Beaton Management Company's GM Position: Q2 2026 in Review

Beaton Management Company increased its General Motors (GM) stake by 3.7% in Q2 2026, buying an estimated $13.1K and bringing the position to 4,647 shares worth $358K. The position accounts for 0.15% of the portfolio, ranked #118.

Beaton Management Company first reported a position in GM in Q3 2017 and has held it in 23 quarters since. The position peaked at $364K in Q4 2025. 1,565 funds tracked by Wall St. Rank hold GM as of Q2 2026.

Beaton Management Company held 4,647 shares of General Motors worth $358K as of Q2 2026.
Beaton Management Company bought 167 General Motors shares in Q2 2026, an estimated $13.1K.
General Motors made up 0.15% of Beaton Management Company's portfolio in Q2 2026, its #118 holding.
Beaton Management Company first reported a position in General Motors in Q3 2017 and has held it in 23 quarters since.
Beaton Management Company's General Motors position peaked at $364K in Q4 2025.
1,565 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.