Lauterbach Financial Advisors’s General Motors GM Stock Holding History

Lauterbach 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	$288K	Buy	3,863 +9	+0.2%	+$715	0.14%	67
2025 Q4	$313K	Buy	3,854 +7	+0.2%	+$493	0.15%	68
2025 Q3	$235K	Buy	+3,847	New	+$215K	0.12%	76
2025 Q1	–	Sell	-3,820	Closed	-$203K	–	76
2024 Q4	$203K	Buy	+3,820	New	+$200K	0.12%	71
2024 Q3	–	Sell	-5,843	Closed	-$241K	–	71
2024 Q2	$241K	Buy	5,843 +15	+0.3%	+$677	0.16%	57
2024 Q1	$264K	Buy	5,828 +18	+0.3%	+$698	0.17%	55
2023 Q4	$209K	Buy	+5,810	New	+$180K	0.15%	65
2023 Q3	–	Sell	-5,781	Closed	-$223K	–	62
2023 Q2	$223K	Buy	5,781 +14	+0.2%	+$484	0.17%	57
2023 Q1	$212K	Buy	+5,767	New	+$218K	0.17%	57
2022 Q2	–	Sell	-5,475	Closed	-$239K	–	50
2022 Q1	$239K	Buy	5,475 +1,975	+56%	+$98.6K	0.22%	41
2021 Q4	$205K	Buy	+3,500	New	+$204K	0.18%	48

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

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

Lauterbach Financial Advisors increased its General Motors (GM) stake by 0.23% in Q1 2026, buying an estimated $715 and bringing the position to 3,863 shares worth $288K. The position accounts for 0.14% of the portfolio, ranked #67.

Lauterbach Financial Advisors first reported a position in GM in Q4 2021 and has held it in 11 quarters since. The position peaked at $313K in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Lauterbach Financial Advisors held 3,863 shares of General Motors worth $288K as of Q1 2026.
Lauterbach Financial Advisors bought 9 General Motors shares in Q1 2026, an estimated $715.
General Motors made up 0.14% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #67 holding.
Lauterbach Financial Advisors first reported a position in General Motors in Q4 2021 and has held it in 11 quarters since.
Lauterbach Financial Advisors's General Motors position peaked at $313K in Q4 2025.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

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