GM Advisory Group’s Twilio TWLO Stock Holding History

GM Advisory Group’s Portfolio TWLO Stock Details TWLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$549K	Sell	4,365 -14,018	-76%	-$1.72M	0.02%	221
2025 Q4	$2.61M	Sell	18,383 -5,478	-23%	-$679K	0.1%	95
2025 Q3	$2.39M	Buy	23,861 +3	+0%	+$338	0.1%	92
2025 Q2	$2.97M	Sell	23,858 -2,543	-10%	-$270K	0.15%	73
2025 Q1	$2.58M	Sell	26,401 -900	-3%	-$107K	0.14%	72
2024 Q4	$2.95M	Sell	27,301 -9,520	-26%	-$870K	0.16%	64
2024 Q3	$2.4M	Sell	36,821 -5,300	-13%	-$317K	0.14%	72
2024 Q2	$2.39M	Buy	42,121 +2,365	+6%	+$140K	0.15%	70
2024 Q1	$2.43M	Buy	+39,756	New	+$2.62M	0.17%	64
2022 Q2	–	Sell	-2,659	Closed	-$438K	–	203
2022 Q1	$438K	Sell	2,659 -83	-3%	-$15.1K	0.05%	134
2021 Q4	$722K	Sell	2,742 -124	-4%	-$37.1K	0.06%	111
2021 Q3	$914K	Sell	2,866 -26	-0.9%	-$9.47K	0.09%	99
2021 Q2	$1.14M	Buy	2,892 +1	+0%	+$347	0.12%	87
2021 Q1	$985K	Buy	2,891 +233	+9%	+$87.3K	0.12%	84
2020 Q4	$900K	Sell	2,658 -2,901	-52%	-$906K	0.12%	77
2020 Q3	$1.37M	Hold	5,559	–	–	0.21%	54
2020 Q2	$1.22M	Sell	5,559 -5,965	-52%	-$958K	0.23%	56
2020 Q1	$1.03M	Buy	+11,524	New	+$1.27M	0.28%	48
2019 Q2	–	Sell	-2,000	Closed	-$258K	–	114
2019 Q1	$258K	Buy	+2,000	New	+$225K	0.08%	87

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

GM Advisory Group's TWLO Position: Q1 2026 in Review

GM Advisory Group reduced its Twilio (TWLO) stake by 76% in Q1 2026, selling an estimated $1.72M and leaving 4,365 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #221.

GM Advisory Group first reported a position in TWLO in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.97M in Q2 2025. 818 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

GM Advisory Group held 4,365 shares of Twilio worth $549K as of Q1 2026.
GM Advisory Group sold 14,018 Twilio shares in Q1 2026, an estimated $1.72M.
Twilio made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #221 holding.
GM Advisory Group first reported a position in Twilio in Q1 2019 and has held it in 19 quarters since.
GM Advisory Group's Twilio position peaked at $2.97M in Q2 2025.
818 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.