Summit Securities Group’s General Motors GM Stock Holding History

Summit Securities Group’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
2023 Q4	–	Sell	-8,600	Closed	-$284K	–	762
2023 Q3	$284K	Buy	+8,600	New	+$306K	0.03%	158
2022 Q1	–	Sell	-4,000	Closed	-$235K	–	1191
2021 Q4	$235K	Buy	+4,000	New	+$234K	0.01%	563
2021 Q1	–	Sell	-135	Closed	-$562K	–	651
2020 Q4	$562K	Hold	135	–	–	0.05%	327
2020 Q3	$399K	Buy	+135	New	+$3.79K	0.04%	244
2019 Q1	–	Sell	-1,003	Closed	-$3.36M	–	262
2018 Q4	$3.36M	Buy	1,003 +872	+666%	+$30.1K	0.29%	54
2018 Q3	$3K	Buy	131 +50	+62%	+$1.84K	﹤0.01%	181
2018 Q2	$319K	Buy	+81	New	+$3.19K	0.05%	171
2017 Q1	–	Sell	-1,151	Closed	-$4.01M	–	335
2016 Q4	$4.01M	Buy	+1,151	New	+$38.7K	0.87%	25
2015 Q4	–	Sell	-91	Closed	-$76K	–	344
2015 Q3	$76K	Buy	+91	New	+$2.79K	0.05%	140
2015 Q1	–	Sell	-2,513	Closed	-$508K	–	481
2014 Q4	$508K	Buy	2,513 +1,961	+355%	+$62.6K	0.15%	108
2014 Q3	$6K	Buy	552 +249	+82%	+$8.68K	﹤0.01%	562
2014 Q2	$1K	Buy	+303	New	+$10.6K	﹤0.01%	526

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Summit Securities Group's GM Position: Q1 2026 in Review

Summit Securities Group reduced its General Motors (GM) stake by 98% in Q1 2026, selling an estimated $528K and leaving 149 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Summit Securities Group first reported a position in GM in Q1 2014 and has held it in 25 quarters since. The position peaked at $4.07M in Q4 2016. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Summit Securities Group held 149 shares of General Motors worth $11.1K as of Q1 2026.
Summit Securities Group sold 6,636 General Motors shares in Q1 2026, an estimated $528K.
General Motors made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #651 holding.
Summit Securities Group first reported a position in General Motors in Q1 2014 and has held it in 25 quarters since.
Summit Securities Group's General Motors position peaked at $4.07M in Q4 2016.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.