Institute for Wealth Management’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.05M | Sell |
40,974
-423
| -1% | -$33.6K | 0.33% | 65 |
|
|
2025
Q4 | $3.37M | Sell |
41,397
-575
| -1% | -$40.5K | 0.36% | 56 |
|
|
2025
Q3 | $2.56M | Sell |
41,972
-58
| -0.1% | -$3.23K | 0.27% | 77 |
|
|
2025
Q2 | $2.07M | Sell |
42,030
-342
| -0.8% | -$16.2K | 0.23% | 93 |
|
|
2025
Q1 | $1.99M | Buy |
42,372
+6,668
| +19% | +$329K | 0.26% | 89 |
|
|
2024
Q4 | $1.9M | Sell |
35,704
-62
| -0.2% | -$3.25K | 0.24% | 90 |
|
|
2024
Q3 | $1.6M | Sell |
35,766
-858
| -2% | -$39.8K | 0.2% | 112 |
|
|
2024
Q2 | $1.7M | Buy |
36,624
+230
| +0.6% | +$10.4K | 0.23% | 98 |
|
|
2024
Q1 | $1.65M | Sell |
36,394
-28
| -0.1% | -$1.08K | 0.21% | 104 |
|
|
2023
Q4 | $1.31M | Sell |
36,422
-796
| -2% | -$24.6K | 0.21% | 118 |
|
|
2023
Q3 | $1.23M | Sell |
37,218
-213
| -0.6% | -$7.57K | 0.22% | 110 |
|
|
2023
Q2 | $1.44M | Buy |
37,431
+1,046
| +3% | +$36.2K | 0.24% | 104 |
|
|
2023
Q1 | $1.33M | Sell |
36,385
-254
| -0.7% | -$9.6K | 0.25% | 103 |
|
|
2022
Q4 | $1.23M | Sell |
36,639
-2,174
| -6% | -$80.3K | 0.26% | 108 |
|
|
2022
Q3 | $1.25M | Sell |
38,813
-41
| -0.1% | -$1.5K | 0.28% | 97 |
|
|
2022
Q2 | $1.23M | Buy |
38,854
+510
| +1% | +$19.1K | 0.24% | 107 |
|
|
2022
Q1 | $1.68M | Buy |
38,344
+949
| +3% | +$47.4K | 0.27% | 92 |
|
|
2021
Q4 | $2.19M | Buy |
37,395
+100
| +0.3% | +$5.84K | 0.36% | 65 |
|
|
2021
Q3 | $1.97M | Sell |
37,295
-203
| -0.5% | -$10.8K | 0.35% | 71 |
|
|
2021
Q2 | $2.22M | Buy |
37,498
+461
| +1% | +$27.1K | 0.39% | 62 |
|
|
2021
Q1 | $2.13M | Sell |
37,037
-1,107
| -3% | -$58.8K | 0.4% | 61 |
|
|
2020
Q4 | $1.59M | Sell |
38,144
-458
| -1% | -$17.8K | 0.32% | 79 |
|
|
2020
Q3 | $1.14M | Sell |
38,602
-462
| -1% | -$13K | 0.26% | 102 |
|
|
2020
Q2 | $988K | Sell |
39,064
-1,293
| -3% | -$31.5K | 0.24% | 111 |
|
|
2020
Q1 | $839K | Sell |
40,357
-2,113
| -5% | -$64.5K | 0.26% | 105 |
|
|
2019
Q4 | $1.55M | Sell |
42,470
-42
| -0.1% | -$1.53K | 0.35% | 67 |
|
|
2019
Q3 | $1.59M | Sell |
42,512
-522
| -1% | -$20.1K | 0.4% | 55 |
|
|
2019
Q2 | $1.66M | Sell |
43,034
-1,041
| -2% | -$39K | 0.37% | 64 |
|
|
2019
Q1 | $1.64M | Sell |
44,075
-172
| -0.4% | -$6.53K | 0.36% | 62 |
|
|
2018
Q4 | $1.48M | Buy |
44,247
+576
| +1% | +$19.9K | 0.61% | 41 |
|
|
2018
Q3 | $1.47M | Sell |
43,671
-214
| -0.5% | -$7.88K | 0.5% | 63 |
|
|
2018
Q2 | $1.73M | Buy |
43,885
+1,141
| +3% | +$44.9K | 0.55% | 56 |
|
|
2018
Q1 | $1.58M | Buy |
+42,744
| New | +$1.73M | 0.47% | 64 |
|
Other funds holding GM
VCM
VPM
Institute for Wealth Management's GM Position: Q1 2026 in Review
Institute for Wealth Management reduced its General Motors (GM) stake by 1% in Q1 2026, selling an estimated $33.6K and leaving 40,974 shares worth $3.05M. The position accounts for 0.33% of the portfolio, ranked #65.
Institute for Wealth Management first reported a position in GM in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.37M in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.
- Institute for Wealth Management held 40,974 shares of General Motors worth $3.05M as of Q1 2026.
- Institute for Wealth Management sold 423 General Motors shares in Q1 2026, an estimated $33.6K.
- General Motors made up 0.33% of Institute for Wealth Management's portfolio in Q1 2026, its #65 holding.
- Institute for Wealth Management first reported a position in General Motors in Q1 2018 and has held it in 33 quarters since.
- Institute for Wealth Management's General Motors position peaked at $3.37M in Q4 2025.
- 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.