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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
Q2 		$10.1M Buy
130,696
+375
+0.3% +$29.5K 0.11% 177
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Summit Financial's GM Position: Q2 2026 in Review

Summit Financial increased its General Motors (GM) stake by 0.29% in Q2 2026, buying an estimated $29.5K and bringing the position to 130,696 shares worth $10.1M. The position accounts for 0.11% of the portfolio, ranked #177.

Summit Financial first reported a position in GM in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.8M in Q4 2025. 1,567 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Summit Financial held 130,696 shares of General Motors worth $10.1M as of Q2 2026.
  • Summit Financial bought 375 General Motors shares in Q2 2026, an estimated $29.5K.
  • General Motors made up 0.11% of Summit Financial's portfolio in Q2 2026, its #177 holding.
  • Summit Financial first reported a position in General Motors in Q4 2021 and has held it in 19 quarters since.
  • Summit Financial's General Motors position peaked at $10.8M in Q4 2025.
  • 1,567 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.