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Burney Company’s General Motors GM Stock Holding History

Burney 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 		$4.26M Sell
55,263
-3,626
-6% -$285K 0.11% 150
2026
Q1 		$4.39M Sell
58,889
-21,014
-26% -$1.67M 0.14% 130
2025
Q4 		$6.5M Sell
79,903
-2,134
-3% -$150K 0.2% 107
2025
Q3 		$5M Buy
82,037
+12,913
+19% +$720K 0.16% 136
2025
Q2 		$3.4M Buy
+69,124
New +$3.28M 0.12% 166

Other funds holding GM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Burney Company's GM Position: Q2 2026 in Review

Burney Company reduced its General Motors (GM) stake by 6.2% in Q2 2026, selling an estimated $285K and leaving 55,263 shares worth $4.26M. The position accounts for 0.11% of the portfolio, ranked #150.

Burney Company first reported a position in GM in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.5M in Q4 2025. 248 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Burney Company held 55,263 shares of General Motors worth $4.26M as of Q2 2026.
  • Burney Company sold 3,626 General Motors shares in Q2 2026, an estimated $285K.
  • General Motors made up 0.11% of Burney Company's portfolio in Q2 2026, its #150 holding.
  • Burney Company first reported a position in General Motors in Q2 2025 and has held it in 5 quarters since.
  • Burney Company's General Motors position peaked at $6.5M in Q4 2025.
  • 248 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.