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Welch & Forbes’s General Motors GM Stock Holding History

Welch & Forbes’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 		$1.13M Sell
15,202
-2,137
-12% -$170K 0.01% 216
2025
Q4 		$1.41M Hold
17,339
– – 0.02% 200
2025
Q3 		$1.06M Hold
17,339
– – 0.01% 224
2025
Q2 		$853K Sell
17,339
-2,964
-15% -$140K 0.01% 232
2025
Q1 		$955K Sell
20,303
-3,574
-15% -$176K 0.01% 227
2024
Q4 		$1.27M Sell
23,877
-1,700
-7% -$89K 0.02% 210
2024
Q3 		$1.15M Sell
25,577
-3,217
-11% -$149K 0.01% 222
2024
Q2 		$1.33M Sell
28,794
-4,219
-13% -$190K 0.02% 205
2024
Q1 		$1.5M Sell
33,013
-163
-0.5% -$6.32K 0.02% 206
2023
Q4 		$1.19M Sell
33,176
-4,087
-11% -$126K 0.02% 215
2023
Q3 		$1.23M Sell
37,263
-674
-2% -$23.9K 0.02% 210
2023
Q2 		$1.46M Buy
37,937
+3,804
+11% +$132K 0.02% 199
2023
Q1 		$1.25M Buy
34,133
+3,168
+10% +$120K 0.02% 207
2022
Q4 		$1.04M Sell
30,965
-37,673
-55% -$1.39M 0.02% 224
2022
Q3 		$2.2M Buy
68,638
+2,340
+4% +$85.9K 0.04% 167
2022
Q2 		$2.11M Buy
66,298
+4,037
+6% +$151K 0.04% 175
2022
Q1 		$2.72M Buy
62,261
+13,110
+27% +$655K 0.04% 160
2021
Q4 		$2.88M Buy
49,151
+6,275
+15% +$367K 0.04% 163
2021
Q3 		$2.26M Buy
42,876
+13,708
+47% +$729K 0.04% 167
2021
Q2 		$1.73M Buy
29,168
+4,715
+19% +$277K 0.03% 184
2021
Q1 		$1.41M Buy
+24,453
New +$1.3M 0.03% 194
2014
Q3 		– Sell
-5,919
Closed -$215K – 350
2014
Q2 		$215K Buy
+5,919
New +$206K 0.01% 316

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

Welch & Forbes's GM Position: Q1 2026 in Review

Welch & Forbes reduced its General Motors (GM) stake by 12% in Q1 2026, selling an estimated $170K and leaving 15,202 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #216.

Welch & Forbes first reported a position in GM in Q2 2014 and has held it in 22 quarters since. The position peaked at $2.88M in Q4 2021. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Welch & Forbes held 15,202 shares of General Motors worth $1.13M as of Q1 2026.
  • Welch & Forbes sold 2,137 General Motors shares in Q1 2026, an estimated $170K.
  • General Motors made up 0.01% of Welch & Forbes's portfolio in Q1 2026, its #216 holding.
  • Welch & Forbes first reported a position in General Motors in Q2 2014 and has held it in 22 quarters since.
  • Welch & Forbes's General Motors position peaked at $2.88M in Q4 2021.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.