Herold Advisors’s General Motors GM Stock Holding History

Herold 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	$358K	Buy	4,800 +500	+12%	+$39.7K	0.08%	202
2025 Q4	$350K	Hold	4,300	–	–	0.08%	192
2025 Q3	$262K	Sell	4,300 -1,400	-25%	-$78.1K	0.06%	216
2025 Q2	$280K	Buy	5,700 +400	+8%	+$19K	0.06%	254
2025 Q1	$249K	Hold	5,300	–	–	0.05%	244
2024 Q4	$282K	Hold	5,300	–	–	0.06%	227
2024 Q3	$238K	Hold	5,300	–	–	0.05%	243
2024 Q2	$246K	Hold	5,300	–	–	0.06%	234
2024 Q1	$240K	Buy	+5,300	New	+$205K	0.06%	237
2023 Q4	–	Sell	-6,300	Closed	-$208K	–	257
2023 Q3	$208K	Hold	6,300	–	–	0.06%	232
2023 Q2	$243K	Hold	6,300	–	–	0.07%	214
2023 Q1	$231K	Buy	+6,300	New	+$238K	0.08%	207
2022 Q2	–	Sell	-1,715	Closed	-$75K	–	367
2022 Q1	$75K	Buy	+1,715	New	+$85.6K	0.03%	314
2021 Q4	–	Sell	-3,630	Closed	-$191K	–	357
2021 Q3	$191K	Buy	+3,630	New	+$193K	0.07%	205

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

Herold Advisors's GM Position: Q1 2026 in Review

Herold Advisors increased its General Motors (GM) stake by 12% in Q1 2026, buying an estimated $39.7K and bringing the position to 4,800 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #202.

Herold Advisors first reported a position in GM in Q3 2021 and has held it in 14 quarters since. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Herold Advisors held 4,800 shares of General Motors worth $358K as of Q1 2026.
Herold Advisors bought 500 General Motors shares in Q1 2026, an estimated $39.7K.
General Motors made up 0.08% of Herold Advisors's portfolio in Q1 2026, its #202 holding.
Herold Advisors first reported a position in General Motors in Q3 2021 and has held it in 14 quarters since.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.