SWM
GM icon

SFG Wealth Management’s General Motors GM Stock Holding History

SFG 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 		$570K Sell
7,653
-499
-6% -$39.7K 0.23% 60
2025
Q4 		$663K Sell
8,152
-1,241
-13% -$87.5K 0.26% 69
2025
Q3 		$573K Buy
9,393
+17
+0.2% +$948 0.25% 69
2025
Q2 		$461K Hold
9,376
– – 0.28% 49
2025
Q1 		$441K Sell
9,376
-212
-2% -$10.4K 0.22% 81
2024
Q4 		$511K Buy
+9,588
New +$502K 0.27% 53

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

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

SFG Wealth Management reduced its General Motors (GM) stake by 6.1% in Q1 2026, selling an estimated $39.7K and leaving 7,653 shares worth $570K. The position accounts for 0.23% of the portfolio, ranked #60.

SFG Wealth Management first reported a position in GM in Q4 2024 and has held it in 6 quarters since. The position peaked at $663K in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • SFG Wealth Management held 7,653 shares of General Motors worth $570K as of Q1 2026.
  • SFG Wealth Management sold 499 General Motors shares in Q1 2026, an estimated $39.7K.
  • General Motors made up 0.23% of SFG Wealth Management's portfolio in Q1 2026, its #60 holding.
  • SFG Wealth Management first reported a position in General Motors in Q4 2024 and has held it in 6 quarters since.
  • SFG Wealth Management's General Motors position peaked at $663K in Q4 2025.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.