SWASL
GM icon

Spartan Wealth Advisory Services LLC’s General Motors GM Stock Holding History

Spartan Wealth Advisory Services LLC’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
Q2 		$313K Sell
4,059
-843
-17% -$66.2K 0.03% 255
2026
Q1 		$365K Buy
+4,902
New +$390K 0.03% 239

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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

Spartan Wealth Advisory Services LLC's GM Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its General Motors (GM) stake by 17% in Q2 2026, selling an estimated $66.2K and leaving 4,059 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #255.

Spartan Wealth Advisory Services LLC first reported a position in GM in Q1 2026 and has held it in 2 quarters since. The position peaked at $365K in Q1 2026. 1,476 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 4,059 shares of General Motors worth $313K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 843 General Motors shares in Q2 2026, an estimated $66.2K.
  • General Motors made up 0.03% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #255 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in General Motors in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's General Motors position peaked at $365K in Q1 2026.
  • 1,476 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.