Morningstar Investment Services’s General Motors GM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$274K Sell
5,820
-4,759
-45% -$235K 0.05% 130
2024
Q4
$564K Sell
10,579
-132,490
-93% -$6.94M 0.05% 130
2024
Q3
$6.65M Sell
143,069
-357
-0.2% -$16.5K 0.07% 140
2024
Q2
$6.54M Sell
143,426
-1,578
-1% -$71.2K 0.07% 134
2024
Q1
$6.47M Sell
145,004
-142,311
-50% -$5.51M 0.07% 133
2023
Q4
$10.4M Buy
287,315
+142,920
+99% +$4.42M 0.06% 137
2023
Q3
$4.79M Buy
144,395
+2,920
+2% +$104K 0.06% 137
2023
Q2
$5.4M Buy
141,475
+2,224
+2% +$76.9K 0.07% 136
2023
Q1
$5M Buy
139,251
+3,044
+2% +$115K 0.07% 133
2022
Q4
$4.7M Buy
136,207
+991
+0.7% +$36.6K 0.06% 131
2022
Q3
$5.17M Buy
135,216
+5,453
+4% +$200K 0.07% 128
2022
Q2
$4.36M Buy
129,763
+12,353
+11% +$463K 0.06% 125
2022
Q1
$5.35M Buy
117,410
+8,258
+8% +$412K 0.06% 135
2021
Q4
$6.39M Buy
109,152
+4,891
+5% +$286K 0.07% 132
2021
Q3
$5.52M Buy
104,261
+1,754
+2% +$93.2K 0.07% 128
2021
Q2
$6.03M Buy
102,507
+3,764
+4% +$221K 0.07% 126
2021
Q1
$5.78M Sell
98,743
-45,317
-31% -$2.41M 0.08% 144
2020
Q4
$6M Sell
144,060
-9,090
-6% -$353K 0.08% 134
2020
Q3
$4.42M Sell
153,150
-9,635
-6% -$271K 0.07% 140
2020
Q2
$4.12M Sell
162,785
-11,621
-7% -$283K 0.07% 142
2020
Q1
$3.72M Sell
174,406
-19,636
-10% -$600K 0.07% 148
2019
Q4
$7.11M Sell
194,042
-8,020
-4% -$291K 0.11% 120
2019
Q3
$7.57M Sell
202,062
-10,147
-5% -$390K 0.13% 116
2019
Q2
$8.18M Sell
212,209
-6,571
-3% -$246K 0.13% 119
2019
Q1
$8.12M Sell
218,780
-8,603
-4% -$327K 0.14% 114
2018
Q4
$7.61M Sell
227,383
-15,502
-6% -$535K 0.15% 111
2018
Q3
$8.18M Sell
242,885
-7,142
-3% -$263K 0.15% 114
2018
Q2
$9.85M Sell
250,027
-7,479
-3% -$294K 0.19% 107
2018
Q1
$9.36M Buy
257,506
+12,066
+5% +$489K 0.18% 110
2017
Q4
$10.1M Sell
245,440
-4,623
-2% -$201K 0.2% 100
2017
Q3
$10.1M Buy
250,063
+6,518
+3% +$238K 0.22% 95
2017
Q2
$8.51M Buy
243,545
+23,843
+11% +$810K 0.2% 99
2017
Q1
$7.77M Buy
219,702
+17,490
+9% +$639K 0.2% 98
2016
Q4
$7.04M Sell
202,212
-13,601
-6% -$457K 0.23% 91
2016
Q3
$6.86M Sell
215,813
-82,300
-28% -$2.57M 0.2% 99
2016
Q2
$8.61M Sell
298,113
-5,009
-2% -$152K 0.27% 91
2016
Q1
$9.53M Buy
303,122
+45,737
+18% +$1.38M 0.33% 80
2015
Q4
$8.75M Buy
257,385
+6
+0% +$208 0.35% 83
2015
Q3
$7.73M Buy
257,379
+21,026
+9% +$644K 0.33% 84
2015
Q2
$7.88M Buy
236,353
+20,787
+10% +$741K 0.34% 85
2015
Q1
$8.08M Buy
215,566
+112,427
+109% +$4.09M 0.35% 83
2014
Q4
$3.6M Buy
103,139
+19,338
+23% +$618K 0.17% 111
2014
Q3
$2.68M Buy
83,801
+9,296
+12% +$324K 0.14% 114
2014
Q2
$2.71M Buy
74,505
+12,568
+20% +$438K 0.16% 111
2014
Q1
$2.13M Buy
61,937
+7,578
+14% +$278K 0.15% 114
2013
Q4
$2.22M Buy
54,359
+10,654
+24% +$403K 0.17% 114
2013
Q3
$1.57M Buy
43,705
+13,992
+47% +$502K 0.14% 122
2013
Q2
$990K Buy
+29,713
New +$941K 0.1% 133

Other funds holding GM

Morningstar Investment Services's GM Position: Q1 2025 in Review

Morningstar Investment Services reduced its General Motors (GM) stake by 45% in Q1 2025, selling an estimated $235K and leaving 5,820 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #130.

Morningstar Investment Services first reported a position in GM in Q2 2013 and has held it in 48 quarters since. The position peaked at $10.4M in Q4 2023. 1,321 funds tracked by Wall St. Rank hold GM as of Q1 2025.

  • Morningstar Investment Services held 5,820 shares of General Motors worth $274K as of Q1 2025.
  • Morningstar Investment Services sold 4,759 General Motors shares in Q1 2025, an estimated $235K.
  • General Motors made up 0.05% of Morningstar Investment Services's portfolio in Q1 2025, its #130 holding.
  • Morningstar Investment Services first reported a position in General Motors in Q2 2013 and has held it in 48 quarters since.
  • Morningstar Investment Services's General Motors position peaked at $10.4M in Q4 2023.
  • 1,321 funds tracked by Wall St. Rank held General Motors as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.