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Crestwood Advisors Group’s General Motors GM Stock Holding History

Crestwood Advisors Group’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 		$531K Buy
7,133
+1,072
+18% +$85.2K 0.01% 407
2025
Q4 		$493K Buy
6,061
+1,377
+29% +$97.1K 0.01% 396
2025
Q3 		$286K Buy
+4,684
New +$261K ﹤0.01% 475

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

Crestwood Advisors Group's GM Position: Q1 2026 in Review

Crestwood Advisors Group increased its General Motors (GM) stake by 18% in Q1 2026, buying an estimated $85.2K and bringing the position to 7,133 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #407.

Crestwood Advisors Group first reported a position in GM in Q3 2025 and has held it in 3 quarters since. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Crestwood Advisors Group held 7,133 shares of General Motors worth $531K as of Q1 2026.
  • Crestwood Advisors Group bought 1,072 General Motors shares in Q1 2026, an estimated $85.2K.
  • General Motors made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #407 holding.
  • Crestwood Advisors Group first reported a position in General Motors in Q3 2025 and has held it in 3 quarters since.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.