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Forum Financial Management’s General Motors GM Stock Holding History

Forum Financial 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
-20,295
Closed -$1.65M – 602
2025
Q4 		$1.65M Buy
20,295
+160
+0.8% +$11.3K 0.02% 159
2025
Q3 		$1.23M Buy
20,135
+726
+4% +$40.5K 0.02% 204
2025
Q2 		$955K Sell
19,409
-148
-0.8% -$7.01K 0.01% 222
2025
Q1 		$920K Sell
19,557
-545
-3% -$26.9K 0.02% 222
2024
Q4 		$1.07M Buy
20,102
+7,389
+58% +$387K 0.02% 199
2024
Q3 		$570K Buy
12,713
+1,841
+17% +$85.3K 0.01% 295
2024
Q2 		$505K Buy
10,872
+377
+4% +$17K 0.01% 300
2024
Q1 		$476K Sell
10,495
-521
-5% -$20.2K 0.01% 340
2023
Q4 		$396K Sell
11,016
-7,560
-41% -$234K 0.01% 361
2023
Q3 		$612K Sell
18,576
-16
-0.1% -$568 0.01% 236
2023
Q2 		$717K Buy
18,592
+3,015
+19% +$104K 0.02% 214
2023
Q1 		$571K Sell
15,577
-157
-1% -$5.94K 0.02% 234
2022
Q4 		$529K Buy
15,734
+7,365
+88% +$272K 0.02% 243
2022
Q3 		$269K Sell
8,369
-9,886
-54% -$363K 0.01% 375
2022
Q2 		$580K Buy
18,255
+1,089
+6% +$40.9K 0.03% 202
2022
Q1 		$750K Sell
17,166
-119
-0.7% -$5.94K 0.04% 170
2021
Q4 		$1.01M Buy
+17,285
New +$1.01M 0.05% 128

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

Forum Financial Management's GM Position: Q1 2026 in Review

Forum Financial Management sold out of General Motors (GM) in Q1 2026, closing a stake of 20,295 shares — an estimated $1.65M sold.

Forum Financial Management first reported a position in GM in Q4 2021 and held it in 17 quarters. The position peaked at $1.65M in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Forum Financial Management reported no remaining General Motors position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 20,295 General Motors shares in Q1 2026, an estimated $1.65M.
  • Forum Financial Management first reported a position in General Motors in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's General Motors position peaked at $1.65M in Q4 2025.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.