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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
Q2 		$3.52M Buy
45,675
+1,288
+3% +$101K 0.07% 286
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mount Yale Investment Advisors's GM Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its General Motors (GM) stake by 2.9% in Q2 2026, buying an estimated $101K and bringing the position to 45,675 shares worth $3.52M. The position accounts for 0.07% of the portfolio, ranked #286.

Mount Yale Investment Advisors first reported a position in GM in Q1 2018 and has held it in 17 quarters since. The position peaked at $7.85M in Q4 2019. 1,569 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Mount Yale Investment Advisors held 45,675 shares of General Motors worth $3.52M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,288 General Motors shares in Q2 2026, an estimated $101K.
  • General Motors made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #286 holding.
  • Mount Yale Investment Advisors first reported a position in General Motors in Q1 2018 and has held it in 17 quarters since.
  • Mount Yale Investment Advisors's General Motors position peaked at $7.85M in Q4 2019.
  • 1,569 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.