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Heritage Wealth Advisors’s General Motors GM Stock Holding History

Heritage Wealth Advisors’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 		$50.2K Sell
674
-148
-18% -$11.8K ﹤0.01% 327
2025
Q4 		$66.9K Sell
822
-57
-6% -$4.02K ﹤0.01% 291
2025
Q3 		$53.6K Sell
879
-734
-46% -$40.9K ﹤0.01% 294
2025
Q2 		$79.4K Buy
1,613
+2
+0.1% +$95 ﹤0.01% 259
2025
Q1 		$75.8K Sell
1,611
-40
-2% -$1.97K ﹤0.01% 265
2024
Q4 		$87.9K Buy
1,651
+9
+0.5% +$471 ﹤0.01% 263
2024
Q3 		$73.6K Buy
1,642
+349
+27% +$16.2K ﹤0.01% 293
2024
Q2 		$60.1K Buy
1,293
+3
+0.2% +$135 ﹤0.01% 297
2024
Q1 		$58.5K Buy
1,290
+4
+0.3% +$155 ﹤0.01% 312
2023
Q4 		$46.2K Buy
1,286
+3
+0.2% +$93 ﹤0.01% 343
2023
Q3 		$42.3K Sell
1,283
-1,693
-57% -$60.2K ﹤0.01% 313
2023
Q2 		$115K Buy
2,976
+7
+0.2% +$242 0.01% 245
2023
Q1 		$109K Buy
2,969
+7
+0.2% +$265 0.01% 252
2022
Q4 		$99.7K Buy
2,962
+6
+0.2% +$222 0.01% 263
2022
Q3 		$94.9K Buy
2,956
+6
+0.2% +$220 0.01% 254
2022
Q2 		$94K Sell
2,950
-320
-10% -$12K 0.01% 265
2022
Q1 		$143K Hold
3,270
– – 0.01% 220
2021
Q4 		$192K Hold
3,270
– – 0.01% 209
2021
Q3 		$172K Hold
3,270
– – 0.01% 209
2021
Q2 		$193K Buy
3,270
+1,440
+79% +$84.6K 0.01% 204
2021
Q1 		$105K Buy
1,830
+1,230
+205% +$65.3K 0.01% 262
2020
Q4 		$25K Buy
600
+350
+140% +$13.6K ﹤0.01% 387
2020
Q3 		$7.4K Buy
+250
New +$7.02K ﹤0.01% 406
2020
Q1 		– Sell
-619
Closed -$22.7K – 496
2019
Q4 		$22.7K Buy
619
+49
+9% +$1.78K ﹤0.01% 372
2019
Q3 		$21K Sell
570
-202
-26% -$7.77K ﹤0.01% 343
2019
Q2 		$29.7K Hold
772
– – ﹤0.01% 304
2019
Q1 		$28.6K Hold
772
– – ﹤0.01% 270
2018
Q4 		$25K Hold
772
– – ﹤0.01% 247
2018
Q3 		$25K Buy
+772
New +$28.4K ﹤0.01% 252

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

Heritage Wealth Advisors's GM Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its General Motors (GM) stake by 18% in Q1 2026, selling an estimated $11.8K and leaving 674 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Heritage Wealth Advisors first reported a position in GM in Q3 2018 and has held it in 29 quarters since. The position peaked at $193K in Q2 2021. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Heritage Wealth Advisors held 674 shares of General Motors worth $50.2K as of Q1 2026.
  • Heritage Wealth Advisors sold 148 General Motors shares in Q1 2026, an estimated $11.8K.
  • General Motors made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #327 holding.
  • Heritage Wealth Advisors first reported a position in General Motors in Q3 2018 and has held it in 29 quarters since.
  • Heritage Wealth Advisors's General Motors position peaked at $193K in Q2 2021.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.