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 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 $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

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

Legacy Financial Advisors reduced its General Motors (GM) stake by 10% in Q1 2026, selling an estimated $135K and leaving 15,043 shares worth $1.12M. The position accounts for 0.16% of the portfolio, ranked #114.

Legacy Financial Advisors first reported a position in GM in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.36M in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Legacy Financial Advisors held 15,043 shares of General Motors worth $1.12M as of Q1 2026.
Legacy Financial Advisors sold 1,704 General Motors shares in Q1 2026, an estimated $135K.
General Motors made up 0.16% of Legacy Financial Advisors's portfolio in Q1 2026, its #114 holding.
Legacy Financial Advisors first reported a position in General Motors in Q4 2017 and has held it in 10 quarters since.
Legacy Financial Advisors's General Motors position peaked at $1.36M in Q4 2025.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.