EPIM
GM icon

Evelyn Partners Investment Management’s General Motors GM Stock Holding History

Evelyn Partners Investment Management’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 		– Sell
-1,253
Closed -$102K – 418
2025
Q4 		$102K Hold
1,253
– – ﹤0.01% 240
2025
Q3 		$76.4K Hold
1,253
– – ﹤0.01% 261
2025
Q2 		$61.7K Hold
1,253
– – ﹤0.01% 272
2025
Q1 		$58.9K Hold
1,253
– – ﹤0.01% 271
2024
Q4 		$66.7K Buy
+1,253
New +$65.6K ﹤0.01% 263

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

Evelyn Partners Investment Management's GM Position: Q1 2026 in Review

Evelyn Partners Investment Management sold out of General Motors (GM) in Q1 2026, closing a stake of 1,253 shares — an estimated $102K sold.

Evelyn Partners Investment Management first reported a position in GM in Q4 2024 and held it in 5 quarters. The position peaked at $102K in Q4 2025. 1,512 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Evelyn Partners Investment Management reported no remaining General Motors position as of Q1 2026 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 1,253 General Motors shares in Q1 2026, an estimated $102K.
  • Evelyn Partners Investment Management first reported a position in General Motors in Q4 2024 and held it in 5 quarters.
  • Evelyn Partners Investment Management's General Motors position peaked at $102K in Q4 2025.
  • 1,512 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.