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Kelleher Financial Advisors’s General Motors GM Stock Holding History

Kelleher Financial 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 		$18.6K Sell
250
-225
-47% -$17.9K ﹤0.01% 482
2025
Q4 		$38.6K Hold
475
– – 0.01% 436
2025
Q3 		$29K Buy
+475
New +$26.5K 0.01% 394
2020
Q1 		– Sell
-7,755
Closed -$283K – 99
2019
Q4 		$283K Sell
7,755
-119
-2% -$4.32K 0.29% 73
2019
Q3 		$295K Sell
7,874
-168
-2% -$6.46K 0.36% 64
2019
Q2 		$309K Buy
+8,042
New +$302K 0.38% 64
2018
Q4 		$269K Sell
8,042
-82
-1% -$2.83K 0.43% 63
2018
Q3 		$273K Sell
8,124
-300
-4% -$11.1K 0.35% 70
2018
Q2 		$331K Hold
8,424
– – 0.47% 57
2018
Q1 		$306K Sell
8,424
-500
-6% -$20.3K 0.42% 64
2017
Q4 		$365K Hold
8,924
– – 0.58% 51
2017
Q3 		$360K Sell
8,924
-5,960
-40% -$218K 0.76% 47
2017
Q2 		$519K Buy
14,884
+1,500
+11% +$50.9K 1% 33
2017
Q1 		$473K Buy
13,384
+2,275
+20% +$83.2K 1.01% 34
2016
Q4 		$387K Buy
11,109
+600
+6% +$20.2K 0.22% 91
2016
Q3 		$333K Sell
10,509
-100
-0.9% -$3.12K 0.19% 95
2016
Q2 		$300K Sell
10,609
-13,365
-56% -$406K 0.18% 98
2016
Q1 		$753K Buy
23,974
+14,750
+160% +$444K 0.42% 63
2015
Q4 		$313K Hold
9,224
– – 0.21% 84
2015
Q3 		$276K Buy
9,224
+1,689
+22% +$51.7K 0.18% 90
2015
Q2 		$251K Sell
7,535
-1,675
-18% -$59.7K 0.14% 95
2015
Q1 		$345K Buy
9,210
+850
+10% +$30.9K 0.19% 88
2014
Q4 		$291K Sell
8,360
-1,870
-18% -$59.7K 0.16% 88
2014
Q3 		$322K Buy
10,230
+8,730
+582% +$304K 0.17% 82
2014
Q2 		$54K Hold
1,500
– – 0.03% 110
2014
Q1 		$52K Hold
1,500
– – 0.03% 106
2013
Q4 		$54K Hold
1,500
– – 0.03% 104
2013
Q3 		$54K Hold
1,500
– – 0.03% 103
2013
Q2 		$50K Buy
+1,500
New +$47.5K 0.03% 101

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

Kelleher Financial Advisors's GM Position: Q1 2026 in Review

Kelleher Financial Advisors reduced its General Motors (GM) stake by 47% in Q1 2026, selling an estimated $17.9K and leaving 250 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Kelleher Financial Advisors first reported a position in GM in Q2 2013 and has held it in 29 quarters since. The position peaked at $753K in Q1 2016. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Kelleher Financial Advisors held 250 shares of General Motors worth $18.6K as of Q1 2026.
  • Kelleher Financial Advisors sold 225 General Motors shares in Q1 2026, an estimated $17.9K.
  • General Motors made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #482 holding.
  • Kelleher Financial Advisors first reported a position in General Motors in Q2 2013 and has held it in 29 quarters since.
  • Kelleher Financial Advisors's General Motors position peaked at $753K in Q1 2016.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.