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CM Wealth Advisors’s General Motors GM Stock Holding History

CM Wealth Advisors’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 		$484K Sell
6,492
-205
-3% -$16.3K 0.1% 79
2025
Q4 		$545K Buy
+6,697
New +$472K 0.12% 74
2024
Q2 		– Sell
-7,373
Closed -$334K – 111
2024
Q1 		$334K Buy
+7,373
New +$286K 0.1% 123
2023
Q3 		– Sell
-7,282
Closed -$277K – 110
2023
Q2 		$277K Sell
7,282
-34,045
-82% -$1.18M 0.09% 113
2023
Q1 		$1.33M Buy
+41,327
New +$1.56M 0.26% 103

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

CM Wealth Advisors's GM Position: Q1 2026 in Review

CM Wealth Advisors reduced its General Motors (GM) stake by 3.1% in Q1 2026, selling an estimated $16.3K and leaving 6,492 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #79.

CM Wealth Advisors first reported a position in GM in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.33M in Q1 2023. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • CM Wealth Advisors held 6,492 shares of General Motors worth $484K as of Q1 2026.
  • CM Wealth Advisors sold 205 General Motors shares in Q1 2026, an estimated $16.3K.
  • General Motors made up 0.1% of CM Wealth Advisors's portfolio in Q1 2026, its #79 holding.
  • CM Wealth Advisors first reported a position in General Motors in Q1 2023 and has held it in 5 quarters since.
  • CM Wealth Advisors's General Motors position peaked at $1.33M in Q1 2023.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.