Gladstone Institutional Advisory’s General Motors GM Stock Holding History

Gladstone Institutional Advisory’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	$1.6M	Buy	21,416 +11,091	+107%	+$882K	0.06%	298
2025 Q4	$840K	Buy	+10,325	New	+$728K	0.03%	403
2025 Q1	–	Sell	-14,807	Closed	-$789K	–	731
2024 Q4	$789K	Buy	14,807 +657	+5%	+$34.4K	0.04%	371
2024 Q3	$635K	Buy	14,150 +478	+3%	+$22.2K	0.03%	397
2024 Q2	$635K	Buy	13,672 +8,471	+163%	+$382K	0.03%	376
2024 Q1	$236K	Sell	5,201 -855	-14%	-$33.1K	0.01%	578
2023 Q4	$218K	Buy	+6,056	New	+$187K	0.01%	609
2022 Q2	–	Sell	-8,809	Closed	-$385K	–	685
2022 Q1	$385K	Buy	8,809 +3,167	+56%	+$158K	0.03%	487
2021 Q4	$331K	Buy	+5,642	New	+$330K	0.03%	450
2021 Q3	–	Sell	-3,855	Closed	-$228K	–	571
2021 Q2	$228K	Sell	3,855 -17,791	-82%	-$1.05M	0.03%	461
2021 Q1	$1.24M	Buy	+21,646	New	+$1.15M	0.19%	118
2019 Q4	–	Sell	-5,894	Closed	-$221K	–	278
2019 Q3	$221K	Sell	5,894 -433	-7%	-$16.7K	0.06%	254
2019 Q2	$244K	Buy	+6,327	New	+$237K	0.07%	226

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Gladstone Institutional Advisory's GM Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its General Motors (GM) stake by 107% in Q1 2026, buying an estimated $882K and bringing the position to 21,416 shares worth $1.6M. The position accounts for 0.06% of the portfolio, ranked #298.

Gladstone Institutional Advisory first reported a position in GM in Q2 2019 and has held it in 13 quarters since. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Gladstone Institutional Advisory held 21,416 shares of General Motors worth $1.6M as of Q1 2026.
Gladstone Institutional Advisory bought 11,091 General Motors shares in Q1 2026, an estimated $882K.
General Motors made up 0.06% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #298 holding.
Gladstone Institutional Advisory first reported a position in General Motors in Q2 2019 and has held it in 13 quarters since.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.