Wakefield Asset Management’s General Motors GM Stock Holding History

Wakefield Asset Management’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
2025 Q2	–	Sell	-8,940	Closed	-$420K	–	221
2025 Q1	$420K	Sell	8,940 -1,158	-11%	-$57.1K	0.13%	165
2024 Q4	$538K	Buy	+10,098	New	+$529K	0.18%	126
2019 Q2	–	Sell	-102,466	Closed	-$3.8M	–	194
2019 Q1	$3.8M	Buy	102,466 +7,510	+8%	+$285K	1.38%	20
2018 Q4	$3.18M	Buy	94,956 +94,920	+263,667%	+$3.28M	1.37%	19
2018 Q3	$1K	Buy	+36	New	+$1.33K	﹤0.01%	160

Other funds holding GM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wakefield Asset Management's GM Position: Q2 2025 in Review

Wakefield Asset Management sold out of General Motors (GM) in Q2 2025, closing a stake of 8,940 shares — an estimated $420K sold.

Wakefield Asset Management first reported a position in GM in Q3 2018 and held it in 5 quarters. The position peaked at $3.8M in Q1 2019. 1,304 funds tracked by Wall St. Rank hold GM as of Q2 2025.

Wakefield Asset Management reported no remaining General Motors position as of Q2 2025 after selling out during the quarter.
Wakefield Asset Management sold 8,940 General Motors shares in Q2 2025, an estimated $420K.
Wakefield Asset Management first reported a position in General Motors in Q3 2018 and held it in 5 quarters.
Wakefield Asset Management's General Motors position peaked at $3.8M in Q1 2019.
1,304 funds tracked by Wall St. Rank held General Motors as of Q2 2025.

Based on Wakefield Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.