SF
GM icon

Symphony Financial’s General Motors GM Stock Holding History

Symphony 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 		$361K Buy
4,856
+1,075
+28% +$85.5K 0.05% 205
2025
Q4 		$308K Sell
3,781
-1,302
-26% -$91.8K 0.04% 222
2025
Q3 		$310K Buy
5,083
+3,520
+225% +$196K 0.04% 212
2025
Q2 		$254K Buy
+1,563
New +$74.1K 0.03% 221
2021
Q2 		– Sell
-5,155
Closed -$319K – 174
2021
Q1 		$319K Buy
+5,155
New +$274K 0.08% 147

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

Symphony Financial's GM Position: Q1 2026 in Review

Symphony Financial increased its General Motors (GM) stake by 28% in Q1 2026, buying an estimated $85.5K and bringing the position to 4,856 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #205.

Symphony Financial first reported a position in GM in Q1 2021 and has held it in 5 quarters since. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Symphony Financial held 4,856 shares of General Motors worth $361K as of Q1 2026.
  • Symphony Financial bought 1,075 General Motors shares in Q1 2026, an estimated $85.5K.
  • General Motors made up 0.05% of Symphony Financial's portfolio in Q1 2026, its #205 holding.
  • Symphony Financial first reported a position in General Motors in Q1 2021 and has held it in 5 quarters since.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.