SF
GM icon

Summit Financial’s General Motors GM Stock Holding History

Summit Financial’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 		$9.71M Sell
130,321
-1,926
-1% -$153K 0.12% 163
2025
Q4 		$10.8M Sell
132,247
-33,534
-20% -$2.36M 0.16% 120
2025
Q3 		$10.1M Sell
165,781
-51,468
-24% -$2.87M 0.15% 124
2025
Q2 		$10.7M Buy
217,249
+39,363
+22% +$1.87M 0.24% 75
2025
Q1 		$8.37M Buy
177,886
+2,019
+1% +$99.5K 0.23% 78
2024
Q4 		$9.37M Buy
175,867
+80,663
+85% +$4.22M 0.33% 55
2024
Q3 		$4.27M Buy
95,204
+81,195
+580% +$3.76M 0.17% 103
2024
Q2 		$651K Buy
14,009
+7,589
+118% +$343K 0.03% 286
2024
Q1 		$291K Sell
6,420
-242
-4% -$9.38K 0.02% 320
2023
Q4 		$239K Buy
6,662
+273
+4% +$8.44K 0.02% 322
2023
Q3 		$211K Sell
6,389
-990
-13% -$35.2K 0.02% 317
2023
Q2 		$285K Buy
7,379
+1,329
+22% +$46K 0.02% 281
2023
Q1 		$222K Sell
6,050
-208
-3% -$7.86K 0.02% 237
2022
Q4 		$211K Sell
6,258
-381
-6% -$14.1K 0.02% 235
2022
Q3 		$213K Sell
6,639
-739
-10% -$27.1K 0.02% 240
2022
Q2 		$234K Sell
7,378
-64
-0.9% -$2.4K 0.02% 217
2022
Q1 		$326K Buy
7,442
+2,993
+67% +$149K 0.03% 213
2021
Q4 		$261K Buy
+4,449
New +$260K 0.02% 221

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

Summit Financial's GM Position: Q1 2026 in Review

Summit Financial reduced its General Motors (GM) stake by 1.5% in Q1 2026, selling an estimated $153K and leaving 130,321 shares worth $9.71M. The position accounts for 0.12% of the portfolio, ranked #163.

Summit Financial first reported a position in GM in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.8M in Q4 2025. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Summit Financial held 130,321 shares of General Motors worth $9.71M as of Q1 2026.
  • Summit Financial sold 1,926 General Motors shares in Q1 2026, an estimated $153K.
  • General Motors made up 0.12% of Summit Financial's portfolio in Q1 2026, its #163 holding.
  • Summit Financial first reported a position in General Motors in Q4 2021 and has held it in 18 quarters since.
  • Summit Financial's General Motors position peaked at $10.8M in Q4 2025.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.