Mowery & Schoenfeld Wealth Management’s General Motors GM Stock Holding History

Mowery & Schoenfeld Wealth Management’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	$24.4K	Hold	316	–	–	0.03%	186
2026 Q1	$23.5K	Sell	316 -44	-12%	-$3.5K	0.04%	165
2025 Q4	$29.3K	Buy	360 +44	+14%	+$3.1K	0.04%	175
2025 Q3	$19.3K	Hold	316	–	–	0.03%	180
2025 Q2	$15.6K	Hold	316	–	–	0.02%	187
2025 Q1	$14.9K	Sell	316 -17	-5%	-$838	0.03%	228
2024 Q4	$17.7K	Buy	333 +17	+5%	+$890	0.03%	178
2024 Q3	$14.2K	Hold	316	–	–	0.02%	160
2024 Q2	$14.7K	Buy	+316	New	+$14.3K	0.02%	156

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's GM Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its General Motors (GM) position steady in Q2 2026 at 316 shares worth $24.4K. The position accounts for 0.03% of the portfolio, ranked #186.

Mowery & Schoenfeld Wealth Management first reported a position in GM in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.3K in Q4 2025. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 316 shares of General Motors worth $24.4K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its General Motors share count unchanged in Q2 2026.
General Motors made up 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #186 holding.
Mowery & Schoenfeld Wealth Management first reported a position in General Motors in Q2 2024 and has held it in 9 quarters since.
Mowery & Schoenfeld Wealth Management's General Motors position peaked at $29.3K in Q4 2025.
1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.