Caldwell Trust’s General Motors GM Stock Holding History

Caldwell Trust’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	$305K	Hold	4,100	–	–	0.03%	280
2025 Q4	$333K	Hold	4,100	–	–	0.03%	264
2025 Q3	$250K	Hold	4,100	–	–	0.02%	293
2025 Q2	$202K	Hold	4,100	–	–	0.02%	312
2025 Q1	$193K	Buy	4,100 +500	+14%	+$24.6K	0.02%	315
2024 Q4	$192K	Hold	3,600	–	–	0.02%	318
2024 Q3	$161K	Hold	3,600	–	–	0.02%	337
2024 Q2	$167K	Hold	3,600	–	–	0.02%	324
2024 Q1	$163K	Hold	3,600	–	–	0.02%	327
2023 Q4	$129K	Hold	3,600	–	–	0.02%	346
2023 Q3	$119K	Hold	3,600	–	–	0.02%	341
2023 Q2	$139K	Buy	+3,600	New	+$125K	0.02%	331
2023 Q1	–	Sell	-1,000	Closed	-$33.6K	–	735
2022 Q4	$33.6K	Buy	+1,000	New	+$37K	﹤0.01%	479
2022 Q3	–	Sell	-500	Closed	-$15.9K	–	733
2022 Q2	$15.9K	Buy	+500	New	+$18.8K	﹤0.01%	569
2020 Q3	–	Sell	-500	Closed	-$12.7K	–	743
2020 Q2	$12.7K	Sell	500 -2,366	-83%	-$57.6K	﹤0.01%	606
2020 Q1	$59.6K	Hold	2,866	–	–	0.01%	391
2019 Q4	$105K	Buy	+2,866	New	+$104K	0.02%	352

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

Caldwell Trust's GM Position: Q1 2026 in Review

Caldwell Trust held its General Motors (GM) position steady in Q1 2026 at 4,100 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #280.

Caldwell Trust first reported a position in GM in Q4 2019 and has held it in 17 quarters since. The position peaked at $333K in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Caldwell Trust held 4,100 shares of General Motors worth $305K as of Q1 2026.
Caldwell Trust left its General Motors share count unchanged in Q1 2026.
General Motors made up 0.03% of Caldwell Trust's portfolio in Q1 2026, its #280 holding.
Caldwell Trust first reported a position in General Motors in Q4 2019 and has held it in 17 quarters since.
Caldwell Trust's General Motors position peaked at $333K in Q4 2025.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.