Position in GM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$316,028
+$10,578 QoQ
Shares Held
4,100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,010
of 1,548 holders
Holding Since
Mar 2020
17 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, 2026Caldwell Trust Co holds $771,813 across 5 Auto Manufacturers names. GM ranks #2 (40.9% of the industry book) .
All Filings in GM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,028 | 4,100 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $305,450 | 4,100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $333,412 | 4,100 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $249,977 | 4,100 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $201,761 | 4,100 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $192,823 | 4,100 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $191,772 | 3,600 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $161,424 | 3,600 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $167,256 | 3,600 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $163,260 | 3,600 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $129,312 | 3,600 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $118,692 | 3,600 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $138,816 | 3,600 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $33,640 | 1,000 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $15,880 | 500 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $12,650 | 500 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $59,555 | 2,866 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||