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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
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 $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

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

EP Wealth Advisors increased its General Motors (GM) stake by 18% in Q1 2026, buying an estimated $232K and bringing the position to 18,781 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #558.

EP Wealth Advisors first reported a position in GM in Q2 2019 and has held it in 27 quarters since. The position peaked at $48.6M in Q2 2023. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • EP Wealth Advisors held 18,781 shares of General Motors worth $1.4M as of Q1 2026.
  • EP Wealth Advisors bought 2,923 General Motors shares in Q1 2026, an estimated $232K.
  • General Motors made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #558 holding.
  • EP Wealth Advisors first reported a position in General Motors in Q2 2019 and has held it in 27 quarters since.
  • EP Wealth Advisors's General Motors position peaked at $48.6M in Q2 2023.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.