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Capital & Planning LLC’s General Motors GM Stock Holding History

Capital & Planning LLC’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 		$13.8K Buy
+185
New +$14.7K 0.01% 89
2025
Q1 		– Sell
-182
Closed -$9.71K – 92
2024
Q4 		$9.71K Buy
+182
New +$9.53K 0.01% 97

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital & Planning LLC's GM Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in General Motors (GM) in Q1 2026: 185 shares worth $13.8K. The stake represents 0.01% of the portfolio and ranks #89 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in GM as recently as Q4 2024.

Capital & Planning LLC first reported a position in GM in Q4 2024 and has held it in 2 quarters since. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Capital & Planning LLC held 185 shares of General Motors worth $13.8K as of Q1 2026.
  • General Motors was a new Capital & Planning LLC position in Q1 2026.
  • General Motors made up 0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #89 holding.
  • Capital & Planning LLC first reported a position in General Motors in Q4 2024 and has held it in 2 quarters since.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.