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Waverly Advisors’s General Motors GM Stock Holding History

Waverly 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
Q2 		$3.35M Buy
43,430
+3,155
+8% +$248K 0.02% 567
2026
Q1 		$3M Buy
40,275
+9,469
+31% +$753K 0.02% 549
2025
Q4 		$2.51M Buy
30,806
+2,328
+8% +$164K 0.02% 545
2025
Q3 		$1.74M Buy
28,478
+4,729
+20% +$264K 0.02% 533
2025
Q2 		$1.17M Buy
23,749
+3,455
+17% +$164K 0.01% 585
2025
Q1 		$954K Sell
20,294
-872
-4% -$43K 0.01% 617
2024
Q4 		$1.13M Buy
21,166
+8,851
+72% +$464K 0.02% 491
2024
Q3 		$552K Buy
12,315
+148
+1% +$6.86K 0.01% 563
2024
Q2 		$565K Buy
12,167
+447
+4% +$20.2K 0.01% 554
2024
Q1 		$531K Sell
11,720
-194
-2% -$7.52K 0.01% 467
2023
Q4 		$428K Buy
+11,914
New +$368K 0.02% 317
2017
Q4 		– Sell
-5,760
Closed -$233K – 404
2017
Q3 		$233K Buy
+5,760
New +$210K 0.05% 205
2017
Q1 		– Sell
-6,066
Closed -$211K – 214
2016
Q4 		$211K Buy
+6,066
New +$204K 0.08% 109
2015
Q4 		– Sell
-1,860
Closed -$56K – 236
2015
Q3 		$56K Buy
1,860
+22
+1% +$674 0.04% 121
2015
Q2 		$61K Sell
1,838
-19
-1% -$678 0.04% 113
2015
Q1 		$70K Buy
+1,857
New +$67.5K 0.04% 94
2014
Q4 		– Sell
-168
Closed -$5K – 521
2014
Q3 		$5K Hold
168
– – ﹤0.01% 623
2014
Q2 		$6K Hold
168
– – ﹤0.01% 549
2014
Q1 		$6K Sell
168
-130
-44% -$4.77K ﹤0.01% 513
2013
Q4 		$12K Buy
+298
New +$11.3K ﹤0.01% 530

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waverly Advisors's GM Position: Q2 2026 in Review

Waverly Advisors increased its General Motors (GM) stake by 7.8% in Q2 2026, buying an estimated $248K and bringing the position to 43,430 shares worth $3.35M. The position accounts for 0.02% of the portfolio, ranked #567.

Waverly Advisors first reported a position in GM in Q4 2013 and has held it in 20 quarters since. 1,565 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Waverly Advisors held 43,430 shares of General Motors worth $3.35M as of Q2 2026.
  • Waverly Advisors bought 3,155 General Motors shares in Q2 2026, an estimated $248K.
  • General Motors made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #567 holding.
  • Waverly Advisors first reported a position in General Motors in Q4 2013 and has held it in 20 quarters since.
  • 1,565 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.