MSWM
GM icon

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
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
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

Mowery & Schoenfeld Wealth Management's GM Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its General Motors (GM) stake by 12% in Q1 2026, selling an estimated $3.5K and leaving 316 shares worth $23.5K. The position accounts for 0.04% of the portfolio, ranked #165.

Mowery & Schoenfeld Wealth Management first reported a position in GM in Q2 2024 and has held it in 8 quarters since. The position peaked at $29.3K in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 316 shares of General Motors worth $23.5K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 44 General Motors shares in Q1 2026, an estimated $3.5K.
  • General Motors made up 0.04% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #165 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in General Motors in Q2 2024 and has held it in 8 quarters since.
  • Mowery & Schoenfeld Wealth Management's General Motors position peaked at $29.3K in Q4 2025.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.