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Phillips Financial Management’s General Motors GM Stock Holding History

Phillips Financial 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
2025
Q4 		– Sell
-3,324
Closed -$203K – 311
2025
Q3 		$203K Buy
+3,324
New +$185K 0.01% 208

Other funds holding GM

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phillips Financial Management's GM Position: Q4 2025 in Review

Phillips Financial Management sold out of General Motors (GM) in Q4 2025, closing a stake of 3,324 shares — an estimated $203K sold.

Phillips Financial Management first reported a position in GM in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 1,550 funds tracked by Wall St. Rank hold GM as of Q4 2025.

  • Phillips Financial Management reported no remaining General Motors position as of Q4 2025 after selling out during the quarter.
  • Phillips Financial Management sold 3,324 General Motors shares in Q4 2025, an estimated $203K.
  • Phillips Financial Management first reported a position in General Motors in Q3 2025 and held it in 1 quarter.
  • Phillips Financial Management's General Motors position peaked at $203K in Q3 2025.
  • 1,550 funds tracked by Wall St. Rank held General Motors as of Q4 2025.

Based on Phillips Financial Management's 13F filing for Q4 2025, filed 26 Jan 2026.