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Whipplewood Advisors’s General Motors GM Stock Holding History

Whipplewood 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 		$9.31K Buy
125
+96
+331% +$7.63K ﹤0.01% 506
2025
Q4 		$2.36K Buy
+29
New +$2.04K ﹤0.01% 335
2025
Q3 		– Sell
-273
Closed -$13.4K – 658
2025
Q2 		$13.4K Hold
273
– – 0.01% 522
2025
Q1 		$12.5K Buy
273
+8
+3% +$394 0.01% 525
2024
Q4 		$14.1K Buy
+265
New +$13.9K 0.01% 494

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

Whipplewood Advisors's GM Position: Q1 2026 in Review

Whipplewood Advisors increased its General Motors (GM) stake by 331% in Q1 2026, buying an estimated $7.63K and bringing the position to 125 shares worth $9.31K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Whipplewood Advisors first reported a position in GM in Q4 2024 and has held it in 5 quarters since. The position peaked at $14.1K in Q4 2024. 1,511 funds tracked by Wall St. Rank hold GM as of Q1 2026.

  • Whipplewood Advisors held 125 shares of General Motors worth $9.31K as of Q1 2026.
  • Whipplewood Advisors bought 96 General Motors shares in Q1 2026, an estimated $7.63K.
  • General Motors made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #506 holding.
  • Whipplewood Advisors first reported a position in General Motors in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's General Motors position peaked at $14.1K in Q4 2024.
  • 1,511 funds tracked by Wall St. Rank held General Motors as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.