OneAscent Wealth Management’s General Motors GM Stock Holding History

OneAscent 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	$363K	Sell	4,873 -60	-1%	-$4.77K	0.12%	95
2025 Q4	$401K	Sell	4,933 -215	-4%	-$15.2K	0.13%	80
2025 Q3	$314K	Sell	5,148 -114	-2%	-$6.36K	0.11%	119
2025 Q2	$259K	Buy	5,262 +361	+7%	+$17.1K	0.1%	137
2025 Q1	$230K	Sell	4,901 -136	-3%	-$6.7K	0.1%	127
2024 Q4	$268K	Sell	5,037 -126	-2%	-$6.6K	0.11%	126
2024 Q3	$232K	Sell	5,163 -22	-0.4%	-$1.02K	0.09%	161
2024 Q2	$241K	Sell	5,185 -135	-3%	-$6.09K	0.13%	85
2024 Q1	$241K	Buy	+5,320	New	+$206K	0.09%	154
2023 Q4	–	Sell	-9,176	Closed	-$303K	–	187
2023 Q3	$303K	Sell	9,176 -1,339	-13%	-$47.6K	0.13%	109
2023 Q2	$405K	Buy	10,515 +3,517	+50%	+$122K	0.19%	47
2023 Q1	$257K	Buy	+6,998	New	+$265K	0.1%	145
2021 Q1	$771K	Sell	13,414 -135	-1%	-$7.17K	0.33%	66
2020 Q4	$564K	Buy	+13,549	New	+$527K	0.26%	92

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

OneAscent Wealth Management's GM Position: Q1 2026 in Review

OneAscent Wealth Management reduced its General Motors (GM) stake by 1.2% in Q1 2026, selling an estimated $4.77K and leaving 4,873 shares worth $363K. The position accounts for 0.12% of the portfolio, ranked #95.

OneAscent Wealth Management first reported a position in GM in Q4 2020 and has held it in 14 quarters since. The position peaked at $771K in Q1 2021. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

OneAscent Wealth Management held 4,873 shares of General Motors worth $363K as of Q1 2026.
OneAscent Wealth Management sold 60 General Motors shares in Q1 2026, an estimated $4.77K.
General Motors made up 0.12% of OneAscent Wealth Management's portfolio in Q1 2026, its #95 holding.
OneAscent Wealth Management first reported a position in General Motors in Q4 2020 and has held it in 14 quarters since.
OneAscent Wealth Management's General Motors position peaked at $771K in Q1 2021.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on OneAscent Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.