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Accretive Wealth Partners’s General Dynamics GD Stock Holding History

Accretive Wealth Partners’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.58M Buy
7,528
+13
+0.2% +$4.61K 0.73% 38
2025
Q4 		$2.53M Buy
7,515
+210
+3% +$71.6K 0.75% 35
2025
Q3 		$2.49M Buy
7,305
+133
+2% +$41.9K 0.76% 38
2025
Q2 		$2.09M Buy
7,172
+129
+2% +$35.5K 0.69% 45
2025
Q1 		$1.91M Buy
7,043
+709
+11% +$184K 0.67% 48
2024
Q4 		$1.67M Sell
6,334
-46
-0.7% -$13.2K 0.71% 46
2024
Q3 		$1.93M Sell
6,380
-226
-3% -$66.4K 0.81% 39
2024
Q2 		$1.92M Buy
6,606
+101
+2% +$29.6K 0.8% 37
2024
Q1 		$1.87M Sell
6,505
-34
-0.5% -$9.09K 0.83% 35
2023
Q4 		$1.7M Buy
6,539
+14
+0.2% +$3.42K 0.82% 38
2023
Q3 		$1.44M Buy
6,525
+74
+1% +$16.4K 0.86% 32
2023
Q2 		$1.39M Buy
6,451
+136
+2% +$29.3K 0.82% 38
2023
Q1 		$1.44M Sell
6,315
-21
-0.3% -$4.85K 0.92% 32
2022
Q4 		$1.57M Sell
6,336
-41
-0.6% -$10K 1.08% 25
2022
Q3 		$1.35M Sell
6,377
-8
-0.1% -$1.81K 1.03% 32
2022
Q2 		$1.41M Sell
6,385
-9
-0.1% -$2.07K 1.03% 30
2022
Q1 		$1.54M Buy
6,394
+179
+3% +$39.8K 0.97% 27
2021
Q4 		$1.3M Buy
6,215
+239
+4% +$48.3K 0.83% 41
2021
Q3 		$1.17M Buy
5,976
+165
+3% +$32.3K 0.83% 42
2021
Q2 		$1.09M Buy
5,811
+648
+13% +$122K 0.79% 51
2021
Q1 		$937K Buy
5,163
+330
+7% +$53.9K 0.84% 44
2020
Q4 		$719K Buy
+4,833
New +$707K 0.71% 59

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accretive Wealth Partners's GD Position: Q1 2026 in Review

Accretive Wealth Partners increased its General Dynamics (GD) stake by 0.17% in Q1 2026, buying an estimated $4.61K and bringing the position to 7,528 shares worth $2.58M. The position accounts for 0.73% of the portfolio, ranked #38.

Accretive Wealth Partners first reported a position in GD in Q4 2020 and has held it in 22 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Accretive Wealth Partners held 7,528 shares of General Dynamics worth $2.58M as of Q1 2026.
  • Accretive Wealth Partners bought 13 General Dynamics shares in Q1 2026, an estimated $4.61K.
  • General Dynamics made up 0.73% of Accretive Wealth Partners's portfolio in Q1 2026, its #38 holding.
  • Accretive Wealth Partners first reported a position in General Dynamics in Q4 2020 and has held it in 22 quarters since.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.