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 Q2	$377K	Sell	4,885 -1,607	-25%	-$126K	0.07%	119
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CM Wealth Advisors's GM Position: Q2 2026 in Review

CM Wealth Advisors reduced its General Motors (GM) stake by 25% in Q2 2026, selling an estimated $126K and leaving 4,885 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #119.

CM Wealth Advisors first reported a position in GM in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.33M in Q1 2023. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

CM Wealth Advisors held 4,885 shares of General Motors worth $377K as of Q2 2026.
CM Wealth Advisors sold 1,607 General Motors shares in Q2 2026, an estimated $126K.
General Motors made up 0.07% of CM Wealth Advisors's portfolio in Q2 2026, its #119 holding.
CM Wealth Advisors first reported a position in General Motors in Q1 2023 and has held it in 6 quarters since.
CM Wealth Advisors's General Motors position peaked at $1.33M in Q1 2023.
1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.