LVW Advisors’s General Motors GM Stock Holding History

LVW 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	$859K	Buy	11,145 +4,540	+69%	+$357K	0.07%	147
2026 Q1	$492K	Buy	+6,605	New	+$525K	0.05%	218
2017 Q4	–	Sell	-5,720	Closed	-$231K	–	139
2017 Q3	$231K	Sell	5,720 -1,414	-20%	-$51.7K	0.09%	133
2017 Q2	$249K	Sell	7,134 -57	-0.8%	-$1.94K	0.09%	111
2017 Q1	$254K	Hold	7,191	–	–	0.09%	111
2016 Q4	$251K	Sell	7,191 -206	-3%	-$6.92K	0.09%	127
2016 Q3	$235K	Buy	+7,397	New	+$231K	0.08%	125

Other funds holding GM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVW Advisors's GM Position: Q2 2026 in Review

LVW Advisors increased its General Motors (GM) stake by 69% in Q2 2026, buying an estimated $357K and bringing the position to 11,145 shares worth $859K. The position accounts for 0.07% of the portfolio, ranked #147.

LVW Advisors first reported a position in GM in Q3 2016 and has held it in 7 quarters since. 617 funds tracked by Wall St. Rank hold GM as of Q2 2026.

LVW Advisors held 11,145 shares of General Motors worth $859K as of Q2 2026.
LVW Advisors bought 4,540 General Motors shares in Q2 2026, an estimated $357K.
General Motors made up 0.07% of LVW Advisors's portfolio in Q2 2026, its #147 holding.
LVW Advisors first reported a position in General Motors in Q3 2016 and has held it in 7 quarters since.
617 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.