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EP Wealth Advisors’s General Motors GM Stock Holding History

EP 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 		$2.02M Buy
26,170
+7,389
+39% +$581K 0.01% 571
2026
Q1 		$1.4M Buy
18,781
+2,923
+18% +$232K 0.01% 558
2025
Q4 		$1.29M Buy
+15,858
New +$1.12M 0.01% 546
2025
Q2 		$471K Sell
9,571
-3,253
-25% -$154K ﹤0.01% 802
2025
Q1 		$603K Buy
12,824
+859
+7% +$42.3K ﹤0.01% 637
2024
Q4 		$637K Sell
11,965
-2,200
-16% -$115K 0.01% 618
2024
Q3 		$635K Sell
14,165
-41,081
-74% -$1.9M 0.01% 617
2024
Q2 		$2.57M Sell
55,246
-346,906
-86% -$15.7M 0.03% 247
2024
Q1 		$18.2M Sell
402,152
-45,436
-10% -$1.76M 0.21% 86
2023
Q4 		$16.1M Sell
447,588
-826,986
-65% -$25.6M 0.21% 86
2023
Q3 		$42M Buy
1,274,574
+1,068,474
+518% +$38M 0.65% 39
2023
Q2 		$48.6M Buy
206,100
+197,602
+2,325% +$6.83M 0.7% 33
2023
Q1 		$300K Sell
8,498
-1,008,297
-99% -$38.1M 0.01% 488
2022
Q4 		$34.2M Buy
1,016,795
+41,223
+4% +$1.52M 0.62% 45
2022
Q3 		$31.3M Buy
975,572
+130,208
+15% +$4.78M 0.71% 40
2022
Q2 		$26.8M Buy
845,364
+148,924
+21% +$5.59M 0.6% 44
2022
Q1 		$30.5M Buy
696,440
+102,116
+17% +$5.1M 0.67% 43
2021
Q4 		$34.8M Buy
594,324
+134,268
+29% +$7.84M 0.82% 27
2021
Q3 		$24.3M Buy
460,056
+54,011
+13% +$2.87M 0.67% 41
2021
Q2 		$24M Buy
406,045
+40,165
+11% +$2.36M 0.67% 41
2021
Q1 		$21M Buy
365,880
+358,300
+4,727% +$19M 0.67% 41
2020
Q4 		$316K Buy
7,580
+73
+1% +$2.84K 0.01% 335
2020
Q3 		$222K Sell
7,507
-2,035
-21% -$57.2K 0.01% 331
2020
Q2 		$241K Sell
9,542
-6,093
-39% -$148K 0.01% 337
2020
Q1 		$325K Sell
15,635
-230
-1% -$7.02K 0.02% 305
2019
Q4 		$581K Buy
15,865
+769
+5% +$27.9K 0.02% 261
2019
Q3 		$566K Buy
15,096
+1,543
+11% +$59.3K 0.03% 217
2019
Q2 		$522K Buy
+13,553
New +$508K 0.03% 192

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 $3.37T AUM 44.26% 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

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

EP Wealth Advisors increased its General Motors (GM) stake by 39% in Q2 2026, buying an estimated $581K and bringing the position to 26,170 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #571.

EP Wealth Advisors first reported a position in GM in Q2 2019 and has held it in 28 quarters since. The position peaked at $48.6M in Q2 2023. 1,568 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • EP Wealth Advisors held 26,170 shares of General Motors worth $2.02M as of Q2 2026.
  • EP Wealth Advisors bought 7,389 General Motors shares in Q2 2026, an estimated $581K.
  • General Motors made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #571 holding.
  • EP Wealth Advisors first reported a position in General Motors in Q2 2019 and has held it in 28 quarters since.
  • EP Wealth Advisors's General Motors position peaked at $48.6M in Q2 2023.
  • 1,568 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.