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SHP Wealth Management’s General Motors GM Stock Holding History

SHP 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 		$15.3K Buy
205
+42
+26% +$3.34K ﹤0.01% 796
2025
Q4 		$13.3K Buy
+163
New +$11.5K ﹤0.01% 766

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its General Motors (GM) stake by 26% in Q1 2026, buying an estimated $3.34K and bringing the position to 205 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

SHP Wealth Management first reported a position in GM in Q4 2025 and has held it in 2 quarters since. 1,516 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • SHP Wealth Management held 205 shares of General Motors worth $15.3K as of Q1 2026.
  • SHP Wealth Management bought 42 General Motors shares in Q1 2026, an estimated $3.34K.
  • General Motors made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #796 holding.
  • SHP Wealth Management first reported a position in General Motors in Q4 2025 and has held it in 2 quarters since.
  • 1,516 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.