Legacy Financial Advisors’s General Motors GM Stock Holding History

Legacy 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 Q2	$1.13M	Sell	14,612 -431	-3%	-$33.9K	0.14%	124
2026 Q1	$1.12M	Sell	15,043 -1,704	-10%	-$135K	0.16%	114
2025 Q4	$1.36M	Sell	16,747 -4,151	-20%	-$293K	0.19%	95
2025 Q3	$1.27M	Buy	20,898 +2,221	+12%	+$124K	0.18%	95
2025 Q2	$919K	Buy	+18,677	New	+$885K	0.14%	117
2019 Q2	–	Sell	-308	Closed	-$11K	–	422
2019 Q1	$11K	Buy	308 +61	+25%	+$2.32K	﹤0.01%	596
2018 Q4	$8K	Buy	247 +208	+533%	+$7.18K	﹤0.01%	619
2018 Q3	$1K	Sell	39 -324	-89%	-$11.9K	﹤0.01%	844
2018 Q2	$14K	Buy	363 +32	+10%	+$1.26K	0.01%	444
2018 Q1	$12K	Buy	331 +174	+111%	+$7.06K	﹤0.01%	438
2017 Q4	$6K	Buy	+157	New	+$6.81K	﹤0.01%	600

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Financial Advisors's GM Position: Q2 2026 in Review

Legacy Financial Advisors reduced its General Motors (GM) stake by 2.9% in Q2 2026, selling an estimated $33.9K and leaving 14,612 shares worth $1.13M. The position accounts for 0.14% of the portfolio, ranked #124.

Legacy Financial Advisors first reported a position in GM in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.36M in Q4 2025. 1,569 funds tracked by Wall St. Rank hold GM as of Q2 2026.

Legacy Financial Advisors held 14,612 shares of General Motors worth $1.13M as of Q2 2026.
Legacy Financial Advisors sold 431 General Motors shares in Q2 2026, an estimated $33.9K.
General Motors made up 0.14% of Legacy Financial Advisors's portfolio in Q2 2026, its #124 holding.
Legacy Financial Advisors first reported a position in General Motors in Q4 2017 and has held it in 11 quarters since.
Legacy Financial Advisors's General Motors position peaked at $1.36M in Q4 2025.
1,569 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.