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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
Q2 		– Sell
-185
Closed -$13.8K – 86
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital & Planning LLC's GM Position: Q2 2026 in Review

Capital & Planning LLC sold out of General Motors (GM) in Q2 2026, closing a stake of 185 shares — an estimated $13.8K sold.

Capital & Planning LLC first reported a position in GM in Q4 2024 and held it in 2 quarters. The position peaked at $13.8K in Q1 2026. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Capital & Planning LLC reported no remaining General Motors position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 185 General Motors shares in Q2 2026, an estimated $13.8K.
  • Capital & Planning LLC first reported a position in General Motors in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's General Motors position peaked at $13.8K in Q1 2026.
  • 1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.