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Oxford Financial Group’s General Motors GM Stock Holding History

Oxford Financial Group’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 		$375K Sell
5,040
-828
-14% -$65.8K 0.02% 190
2025
Q4 		$477K Buy
5,868
+718
+14% +$50.6K 0.03% 146
2025
Q3 		$314K Buy
5,150
+124
+2% +$6.91K 0.02% 184
2025
Q2 		$247K Sell
5,026
-179
-3% -$8.48K 0.01% 191
2025
Q1 		$245K Sell
5,205
-4,104
-44% -$202K 0.02% 192
2024
Q4 		$496K Sell
9,309
-419
-4% -$21.9K 0.03% 146
2024
Q3 		$436K Buy
9,728
+84
+0.9% +$3.89K 0.03% 157
2024
Q2 		$448K Buy
9,644
+4,450
+86% +$201K 0.03% 163
2024
Q1 		$236K Buy
+5,194
New +$201K 0.02% 208
2023
Q3 		– Sell
-5,310
Closed -$205K – 276
2023
Q2 		$205K Buy
+5,310
New +$184K 0.02% 225
2022
Q4 		– Sell
-8,000
Closed -$257K – 266
2022
Q3 		$257K Sell
8,000
-123
-2% -$4.51K 0.04% 151
2022
Q2 		$258K Buy
8,123
+961
+13% +$36.1K 0.04% 162
2022
Q1 		$313K Buy
7,162
+2,000
+39% +$99.9K 0.04% 154
2021
Q4 		$303K Buy
5,162
+155
+3% +$9.05K 0.03% 161
2021
Q3 		$264K Buy
5,007
+7
+0.1% +$372 0.03% 159
2021
Q2 		$296K Hold
5,000
– – 0.04% 153
2021
Q1 		$287K Sell
5,000
-162
-3% -$8.6K 0.04% 150
2020
Q4 		$215K Buy
+5,162
New +$201K 0.03% 163

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

Oxford Financial Group's GM Position: Q1 2026 in Review

Oxford Financial Group reduced its General Motors (GM) stake by 14% in Q1 2026, selling an estimated $65.8K and leaving 5,040 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #190.

Oxford Financial Group first reported a position in GM in Q4 2020 and has held it in 18 quarters since. The position peaked at $496K in Q4 2024. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Oxford Financial Group held 5,040 shares of General Motors worth $375K as of Q1 2026.
  • Oxford Financial Group sold 828 General Motors shares in Q1 2026, an estimated $65.8K.
  • General Motors made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #190 holding.
  • Oxford Financial Group first reported a position in General Motors in Q4 2020 and has held it in 18 quarters since.
  • Oxford Financial Group's General Motors position peaked at $496K in Q4 2024.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.