Mount Yale Investment Advisors’s General Motors GM Stock Holding History

Mount Yale Investment 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	$3.31M	Sell	44,387 -888	-2%	-$70.6K	0.08%	263
2025 Q4	$3.68M	Sell	45,275 -6,239	-12%	-$440K	0.18%	125
2025 Q3	$3.14M	Buy	51,514 +51,220	+17,422%	+$2.86M	0.22%	104
2025 Q2	$14.5K	Buy	+294	New	+$13.9K	﹤0.01%	1092
2022 Q3	–	Sell	-7,554	Closed	-$240K	–	459
2022 Q2	$240K	Sell	7,554 -5,574	-42%	-$209K	0.03%	409
2022 Q1	$574K	Sell	13,128 -4,266	-25%	-$213K	0.06%	283
2021 Q4	$1.02M	Buy	+17,394	New	+$1.02M	0.11%	197
2020 Q2	–	Sell	-238,575	Closed	-$4.96M	–	345
2020 Q1	$4.96M	Buy	238,575 +3,452	+1%	+$105K	1.12%	18
2019 Q4	$7.85M	Buy	235,123 +218,029	+1,275%	+$7.92M	1.36%	12
2019 Q3	$660K	Sell	17,094 -187	-1%	-$7.19K	0.12%	150
2019 Q2	$681K	Sell	17,281 -610	-3%	-$22.9K	0.13%	140
2019 Q1	$664K	Sell	17,891 -347	-2%	-$13.2K	0.12%	137
2018 Q4	$705K	Sell	18,238 -638	-3%	-$22K	0.14%	136
2018 Q3	$696K	Buy	18,876 +2,397	+15%	+$88.3K	0.12%	138
2018 Q2	$649K	Sell	16,479 -82	-0.5%	-$3.23K	0.12%	148
2018 Q1	$602K	Buy	+16,561	New	+$672K	0.13%	145

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

Mount Yale Investment Advisors's GM Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its General Motors (GM) stake by 2% in Q1 2026, selling an estimated $70.6K and leaving 44,387 shares worth $3.31M. The position accounts for 0.08% of the portfolio, ranked #263.

Mount Yale Investment Advisors first reported a position in GM in Q1 2018 and has held it in 16 quarters since. The position peaked at $7.85M in Q4 2019. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Mount Yale Investment Advisors held 44,387 shares of General Motors worth $3.31M as of Q1 2026.
Mount Yale Investment Advisors sold 888 General Motors shares in Q1 2026, an estimated $70.6K.
General Motors made up 0.08% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #263 holding.
Mount Yale Investment Advisors first reported a position in General Motors in Q1 2018 and has held it in 16 quarters since.
Mount Yale Investment Advisors's General Motors position peaked at $7.85M in Q4 2019.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.