Burkett Financial Services’s General Motors GM Stock Holding History

Burkett Financial Services’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	$4.08K	Hold	52	–	–	﹤0.01%	212
2026 Q1	$3.94K	Hold	52	–	–	﹤0.01%	197
2025 Q4	$4.29K	Sell	52 -1	-2%	-$70	﹤0.01%	183
2025 Q3	$3.21K	Hold	53	–	–	﹤0.01%	188
2025 Q2	$2.58K	Buy	53 +1	+2%	+$47	﹤0.01%	193
2025 Q1	$2.46K	Hold	52	–	–	﹤0.01%	218
2024 Q4	$2.78K	Sell	52 -152	-75%	-$7.96K	﹤0.01%	185
2024 Q3	$9.13K	Buy	204 +1	+0.5%	+$46	﹤0.01%	138
2024 Q2	$9.44K	Buy	203 +50	+33%	+$2.26K	﹤0.01%	141
2024 Q1	$6.92K	Buy	153 +1	+0.7%	+$39	﹤0.01%	150
2023 Q4	$5.47K	Buy	+152	New	+$4.7K	﹤0.01%	153

Other funds holding GM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Burkett Financial Services's GM Position: Q2 2026 in Review

Burkett Financial Services held its General Motors (GM) position steady in Q2 2026 at 52 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Burkett Financial Services first reported a position in GM in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.44K in Q2 2024. 368 funds tracked by Wall St. Rank hold GM as of Q2 2026.

Burkett Financial Services held 52 shares of General Motors worth $4.08K as of Q2 2026.
Burkett Financial Services left its General Motors share count unchanged in Q2 2026.
General Motors made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #212 holding.
Burkett Financial Services first reported a position in General Motors in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's General Motors position peaked at $9.44K in Q2 2024.
368 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.