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 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 $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

Beaton Management Company's GM Position: Q1 2026 in Review

Beaton Management Company held its General Motors (GM) position steady in Q1 2026 at 4,480 shares worth $334K. The position accounts for 0.15% of the portfolio, ranked #112.

Beaton Management Company first reported a position in GM in Q3 2017 and has held it in 22 quarters since. The position peaked at $364K in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Beaton Management Company held 4,480 shares of General Motors worth $334K as of Q1 2026.
Beaton Management Company left its General Motors share count unchanged in Q1 2026.
General Motors made up 0.15% of Beaton Management Company's portfolio in Q1 2026, its #112 holding.
Beaton Management Company first reported a position in General Motors in Q3 2017 and has held it in 22 quarters since.
Beaton Management Company's General Motors position peaked at $364K in Q4 2025.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.