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Summit Trail Advisors’s General Motors GM Stock Holding History

Summit Trail Advisors’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 		$2.68M Buy
35,912
+8,081
+29% +$642K 0.04% 361
2025
Q4 		$2.26M Sell
27,831
-704
-2% -$49.6K 0.04% 336
2025
Q3 		$1.74M Buy
28,535
+6,161
+28% +$344K 0.02% 519
2025
Q2 		$1.1M Buy
22,374
+2,589
+13% +$123K 0.02% 439
2025
Q1 		$930K Sell
19,785
-10,615
-35% -$523K 0.03% 168
2024
Q4 		$1.62M Buy
30,400
+3,117
+11% +$163K 0.06% 97
2024
Q3 		$1.22M Sell
27,283
-4,947
-15% -$229K 0.03% 234
2024
Q2 		$1.5M Buy
32,230
+22,277
+224% +$1.01M 0.04% 173
2024
Q1 		$451K Buy
9,953
+1,174
+13% +$45.5K 0.01% 356
2023
Q4 		$315K Sell
8,779
-3,007
-26% -$93K 0.01% 392
2023
Q3 		$389K Sell
11,786
-1,616
-12% -$57.4K 0.01% 319
2023
Q2 		$517K Buy
13,402
+2,671
+25% +$92.4K 0.02% 258
2023
Q1 		$394K Buy
10,731
+1,870
+21% +$70.7K 0.02% 260
2022
Q4 		$298K Buy
8,861
+1,047
+13% +$38.7K 0.01% 285
2022
Q3 		$251K Sell
7,814
-915
-10% -$33.6K 0.01% 299
2022
Q2 		$277K Buy
+8,729
New +$327K 0.02% 289
2021
Q4 		– Sell
-5,552
Closed -$293K – 304
2021
Q3 		$293K Buy
+5,552
New +$295K 0.02% 202
2018
Q4 		– Sell
-3,581
Closed -$121K – 165
2018
Q3 		$121K Buy
3,581
+3,089
+628% +$114K 0.03% 250
2018
Q2 		$19K Sell
492
-7,075
-93% -$279K 0.01% 390
2018
Q1 		$270K Buy
7,567
+538
+8% +$21.8K 0.05% 303
2017
Q4 		$308K Buy
+7,029
New +$305K 0.04% 314

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 Trail Advisors's GM Position: Q1 2026 in Review

Summit Trail Advisors increased its General Motors (GM) stake by 29% in Q1 2026, buying an estimated $642K and bringing the position to 35,912 shares worth $2.68M. The position accounts for 0.04% of the portfolio, ranked #361.

Summit Trail Advisors first reported a position in GM in Q4 2017 and has held it in 21 quarters since. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Summit Trail Advisors held 35,912 shares of General Motors worth $2.68M as of Q1 2026.
  • Summit Trail Advisors bought 8,081 General Motors shares in Q1 2026, an estimated $642K.
  • General Motors made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #361 holding.
  • Summit Trail Advisors first reported a position in General Motors in Q4 2017 and has held it in 21 quarters since.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.