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Medallion Wealth Advisors’s General Motors GM Stock Holding History

Medallion 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
2026
Q1 		$44.9K Sell
602
-51
-8% -$4.05K 0.01% 494
2025
Q4 		$53.1K Sell
653
-43
-6% -$3.03K 0.02% 466
2025
Q3 		$42.5K Sell
696
-231
-25% -$12.9K 0.02% 491
2025
Q2 		$48.3K Sell
927
-198
-18% -$9.38K 0.02% 468
2025
Q1 		$53.2K Buy
1,125
+372
+49% +$18.3K 0.02% 420
2024
Q4 		$40.1K Buy
+753
New +$39.4K 0.02% 449

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Medallion Wealth Advisors's GM Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its General Motors (GM) stake by 7.8% in Q1 2026, selling an estimated $4.05K and leaving 602 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #494.

Medallion Wealth Advisors first reported a position in GM in Q4 2024 and has held it in 6 quarters since. The position peaked at $53.2K in Q1 2025. 1,512 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Medallion Wealth Advisors held 602 shares of General Motors worth $44.9K as of Q1 2026.
  • Medallion Wealth Advisors sold 51 General Motors shares in Q1 2026, an estimated $4.05K.
  • General Motors made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #494 holding.
  • Medallion Wealth Advisors first reported a position in General Motors in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's General Motors position peaked at $53.2K in Q1 2025.
  • 1,512 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.