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Evermay Wealth Management’s General Motors GM Stock Holding History

Evermay Wealth 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 		$7.45K Hold
100
– – ﹤0.01% 481
2025
Q4 		$8.13K Sell
100
-715
-88% -$50.4K ﹤0.01% 464
2025
Q3 		$49.7K Sell
815
-895
-52% -$49.9K 0.01% 326
2025
Q2 		$84.2K Buy
1,710
+278
+19% +$13.2K 0.01% 281
2025
Q1 		$67.3K Sell
1,432
-100
-7% -$4.93K 0.01% 298
2024
Q4 		$81.6K Sell
1,532
-218
-12% -$11.4K 0.01% 273
2024
Q3 		$78.5K Sell
1,750
-150
-8% -$6.95K 0.01% 292
2024
Q2 		$88.3K Sell
1,900
-125
-6% -$5.64K 0.01% 279
2024
Q1 		$91.8K Sell
2,025
-12
-0.6% -$465 0.01% 287
2023
Q4 		$73.2K Buy
2,037
+7
+0.3% +$216 0.01% 289
2023
Q3 		$66.9K Sell
2,030
-100
-5% -$3.55K 0.01% 274
2023
Q2 		$82.1K Sell
2,130
-50
-2% -$1.73K 0.02% 257
2023
Q1 		$80K Hold
2,180
– – 0.02% 257
2022
Q4 		$73.3K Buy
2,180
+5
+0.2% +$185 0.01% 257
2022
Q3 		$70K Sell
2,175
-250
-10% -$9.18K 0.01% 251
2022
Q2 		$77K Sell
2,425
-5,428
-69% -$204K 0.01% 238
2022
Q1 		$343K Buy
7,853
+258
+3% +$12.9K 0.06% 141
2021
Q4 		$445K Sell
7,595
-4
-0.1% -$234 0.08% 104
2021
Q3 		$401K Sell
7,599
-73
-1% -$3.88K 0.08% 103
2021
Q2 		$454K Buy
7,672
+100
+1% +$5.88K 0.08% 103
2021
Q1 		$435K Buy
7,572
+65
+0.9% +$3.45K 0.09% 100
2020
Q4 		$313K Buy
7,507
+50
+0.7% +$1.94K 0.07% 132
2020
Q3 		$221K Buy
+7,457
New +$210K 0.05% 148
2020
Q2 		– Sell
-18,477
Closed -$384K – 154
2020
Q1 		$384K Sell
18,477
-4,610
-20% -$141K 0.12% 88
2019
Q4 		$845K Buy
23,087
+2,217
+11% +$80.6K 0.21% 53
2019
Q3 		$782K Sell
20,870
-1,176
-5% -$45.2K 0.21% 51
2019
Q2 		$849K Sell
22,046
-2,890
-12% -$108K 0.24% 48
2019
Q1 		$925K Buy
24,936
+2,500
+11% +$95K 0.26% 45
2018
Q4 		$750K Sell
22,436
-1,830
-8% -$63.2K 0.24% 45
2018
Q3 		$817K Buy
24,266
+575
+2% +$21.2K 0.26% 42
2018
Q2 		$933K Buy
23,691
+237
+1% +$9.33K 0.31% 38
2018
Q1 		$852K Sell
23,454
-260
-1% -$10.5K 0.29% 42
2017
Q4 		$972K Buy
23,714
+10,471
+79% +$454K 0.36% 36
2017
Q3 		$535K Hold
13,243
– – 0.23% 40
2017
Q2 		$463K Sell
13,243
-1,333
-9% -$45.3K 0.21% 41
2017
Q1 		$515K Buy
14,576
+4,635
+47% +$169K 0.23% 40
2016
Q4 		$346K Sell
9,941
-280
-3% -$9.41K 0.17% 47
2016
Q3 		$325K Buy
10,221
+300
+3% +$9.37K 0.16% 49
2016
Q2 		$281K Buy
9,921
+670
+7% +$20.3K 0.15% 56
2016
Q1 		$291K Buy
9,251
+2,105
+29% +$63.3K 0.16% 53
2015
Q4 		$243K Buy
+7,146
New +$248K 0.14% 65

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

Evermay Wealth Management's GM Position: Q1 2026 in Review

Evermay Wealth Management held its General Motors (GM) position steady in Q1 2026 at 100 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Evermay Wealth Management first reported a position in GM in Q4 2015 and has held it in 41 quarters since. The position peaked at $972K in Q4 2017. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Evermay Wealth Management held 100 shares of General Motors worth $7.45K as of Q1 2026.
  • Evermay Wealth Management left its General Motors share count unchanged in Q1 2026.
  • General Motors made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #481 holding.
  • Evermay Wealth Management first reported a position in General Motors in Q4 2015 and has held it in 41 quarters since.
  • Evermay Wealth Management's General Motors position peaked at $972K in Q4 2017.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.