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Marshall & Sterling Wealth Advisors’s General Motors GM Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-20
Closed -$1.22K – 463
2025
Q3 		$1.22K Hold
20
– – ﹤0.01% 581
2025
Q2 		$984 Hold
20
– – ﹤0.01% 579
2025
Q1 		$940 Buy
+20
New +$986 ﹤0.01% 588

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's GM Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of General Motors (GM) in Q4 2025, closing a stake of 20 shares — an estimated $1.22K sold.

Marshall & Sterling Wealth Advisors first reported a position in GM in Q1 2025 and held it in 3 quarters. The position peaked at $1.22K in Q3 2025. 1,549 funds tracked by Wall St. Rank hold GM as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining General Motors position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 20 General Motors shares in Q4 2025, an estimated $1.22K.
  • Marshall & Sterling Wealth Advisors first reported a position in General Motors in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's General Motors position peaked at $1.22K in Q3 2025.
  • 1,549 funds tracked by Wall St. Rank held General Motors as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.