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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Waverly Advisors's GM Position: Q1 2026 in Review

Waverly Advisors increased its General Motors (GM) stake by 31% in Q1 2026, buying an estimated $753K and bringing the position to 40,275 shares worth $3M. The position accounts for 0.02% of the portfolio, ranked #549.

Waverly Advisors first reported a position in GM in Q4 2013 and has held it in 19 quarters since. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

Waverly Advisors held 40,275 shares of General Motors worth $3M as of Q1 2026.
Waverly Advisors bought 9,469 General Motors shares in Q1 2026, an estimated $753K.
General Motors made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #549 holding.
Waverly Advisors first reported a position in General Motors in Q4 2013 and has held it in 19 quarters since.
1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.