Position in GM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$627,585
+$96,177 QoQ
Shares Held
8,142
+14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#788
of 1,548 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $14,996,814 across 3 Auto Manufacturers names. GM ranks #2 (4.2% of the industry book) .
All Filings in GM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,585 | 8,142 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $531,408 | 7,133 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $492,880 | 6,061 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $285,583 | 4,684 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||