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Essex Financial Services’s General Motors GM Stock Holding History

Essex Financial Services’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 		$562K Sell
7,287
-22
-0.3% -$1.73K 0.03% 450
2026
Q1 		$544K Buy
7,309
+27
+0.4% +$2.15K 0.03% 435
2025
Q4 		$592K Buy
7,282
+4
+0.1% +$282 0.03% 401
2025
Q3 		$444K Buy
7,278
+2,236
+44% +$125K 0.03% 453
2025
Q2 		$248K Sell
5,042
-910
-15% -$43.1K 0.02% 598
2025
Q1 		$280K Buy
5,952
+1,159
+24% +$57.1K 0.02% 511
2024
Q4 		$255K Buy
4,793
+454
+10% +$23.8K 0.02% 532
2024
Q3 		$233K Sell
4,339
-1,308
-23% -$60.6K 0.02% 556
2024
Q2 		$241K Buy
+5,647
New +$255K 0.02% 536
2022
Q2 		– Sell
-5,042
Closed -$221K – 496
2022
Q1 		$221K Sell
5,042
-484
-9% -$24.2K 0.02% 446
2021
Q4 		$324K Buy
5,526
+480
+10% +$28K 0.03% 358
2021
Q3 		$266K Buy
5,046
+674
+15% +$35.8K 0.03% 369
2021
Q2 		$259K Buy
+4,372
New +$257K 0.04% 363
2019
Q3 		– Sell
-5,864
Closed -$226K – 256
2019
Q2 		$226K Sell
5,864
-65
-1% -$2.44K 0.07% 214
2019
Q1 		$220K Buy
+5,929
New +$225K 0.07% 208
2018
Q4 		– Sell
-9,709
Closed -$327K – 265
2018
Q3 		$327K Buy
9,709
+802
+9% +$29.5K 0.07% 207
2018
Q2 		$351K Buy
8,907
+78
+0.9% +$3.07K 0.08% 192
2018
Q1 		$321K Sell
8,829
-161
-2% -$6.53K 0.06% 254
2017
Q4 		$369K Sell
8,990
-425
-5% -$18.4K 0.09% 187
2017
Q3 		$380K Sell
9,415
-210
-2% -$7.67K 0.09% 182
2017
Q2 		$336K Buy
9,625
+3,450
+56% +$117K 0.07% 247
2017
Q1 		$218K Sell
6,175
-4,750
-43% -$174K 0.05% 296
2016
Q4 		$381K Hold
10,925
– – 0.08% 219
2016
Q3 		$347K Sell
10,925
-800
-7% -$25K 0.08% 219
2016
Q2 		$332K Buy
11,725
+322
+3% +$9.77K 0.08% 226
2016
Q1 		$358K Buy
11,403
+1,675
+17% +$50.4K 0.09% 211
2015
Q4 		$331K Buy
+9,728
New +$338K 0.08% 219

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 $3.38T AUM 44.17% 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

Essex Financial Services's GM Position: Q2 2026 in Review

Essex Financial Services reduced its General Motors (GM) stake by 0.3% in Q2 2026, selling an estimated $1.73K and leaving 7,287 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #450.

Essex Financial Services first reported a position in GM in Q4 2015 and has held it in 27 quarters since. The position peaked at $592K in Q4 2025. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Essex Financial Services held 7,287 shares of General Motors worth $562K as of Q2 2026.
  • Essex Financial Services sold 22 General Motors shares in Q2 2026, an estimated $1.73K.
  • General Motors made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #450 holding.
  • Essex Financial Services first reported a position in General Motors in Q4 2015 and has held it in 27 quarters since.
  • Essex Financial Services's General Motors position peaked at $592K in Q4 2025.
  • 1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.