WPW
GM icon

Waldron Private Wealth’s General Motors GM Stock Holding History

Waldron Private Wealth’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
Q1 		– Sell
-6,890
Closed -$367K – 349
2024
Q4 		$367K Buy
6,890
+53
+0.8% +$2.78K 0.01% 300
2024
Q3 		$307K Sell
6,837
-407
-6% -$18.9K 0.01% 324
2024
Q2 		$337K Buy
7,244
+19
+0.3% +$858 0.02% 292
2024
Q1 		$328K Buy
7,225
+347
+5% +$13.4K 0.01% 297
2023
Q4 		$247K Buy
+6,878
New +$213K 0.01% 350
2023
Q3 		– Sell
-5,333
Closed -$206K – 390
2023
Q2 		$206K Sell
5,333
-1,164
-18% -$40.3K 0.01% 355
2023
Q1 		$238K Sell
6,497
-11,957
-65% -$452K 0.01% 362
2022
Q4 		$592K Hold
18,454
– – 0.04% 218
2022
Q3 		$592K Buy
18,454
+692
+4% +$25.4K 0.04% 218
2022
Q2 		$564K Buy
17,762
+225
+1% +$8.44K 0.03% 232
2022
Q1 		$767K Buy
17,537
+293
+2% +$14.6K 0.04% 210
2021
Q4 		$1.01M Buy
+17,244
New +$1.01M 0.05% 180
2017
Q2 		– Sell
-8,132
Closed -$287K – 168
2017
Q1 		$287K Buy
8,132
+975
+14% +$35.6K 0.07% 167
2016
Q4 		$249K Sell
7,157
-1,200
-14% -$40.3K 0.09% 112
2016
Q3 		$269K Buy
8,357
+241
+3% +$7.53K 0.1% 106
2016
Q2 		$237K Sell
8,116
-253
-3% -$7.68K 0.09% 133
2016
Q1 		$267K Buy
8,369
+175
+2% +$5.26K 0.1% 113
2015
Q4 		$279K Buy
8,194
+48
+0.6% +$1.67K 0.1% 113
2015
Q3 		$244K Sell
8,146
-2,848
-26% -$87.2K 0.11% 106
2015
Q2 		$381K Buy
10,994
+3,164
+40% +$113K 0.15% 59
2015
Q1 		$294K Sell
7,830
-609
-7% -$22.1K 0.12% 72
2014
Q4 		$295K Buy
8,439
+133
+2% +$4.25K 0.12% 73
2014
Q3 		$265K Hold
8,306
– – 0.13% 76
2014
Q2 		$302K Sell
8,306
-528
-6% -$18.4K 0.14% 73
2014
Q1 		$304K Hold
8,834
– – 0.15% 69
2013
Q4 		$361K Buy
+8,834
New +$334K 0.16% 52

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waldron Private Wealth's GM Position: Q1 2025 in Review

Waldron Private Wealth sold out of General Motors (GM) in Q1 2025, closing a stake of 6,890 shares — an estimated $367K sold.

Waldron Private Wealth first reported a position in GM in Q4 2013 and held it in 26 quarters. The position peaked at $1.01M in Q4 2021. 1,322 funds tracked by Wall St. Rank hold GM as of Q1 2025.

  • Waldron Private Wealth reported no remaining General Motors position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 6,890 General Motors shares in Q1 2025, an estimated $367K.
  • Waldron Private Wealth first reported a position in General Motors in Q4 2013 and held it in 26 quarters.
  • Waldron Private Wealth's General Motors position peaked at $1.01M in Q4 2021.
  • 1,322 funds tracked by Wall St. Rank held General Motors as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.