AWM
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Aprio Wealth Management’s General Dynamics GD Stock Holding History

Aprio Wealth Management’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
Q2 		$1.96M Sell
5,536
-24
-0.4% -$8.22K 0.1% 147
2026
Q1 		$1.91M Buy
5,560
+1,335
+32% +$474K 0.1% 132
2025
Q4 		$1.84M Buy
4,225
+2,509
+146% +$856K 0.11% 132
2025
Q3 		$585K Buy
1,716
+173
+11% +$54.5K 0.06% 196
2025
Q2 		$450K Buy
1,543
+495
+47% +$136K 0.05% 208
2025
Q1 		$286K Buy
1,048
+9
+0.9% +$2.34K 0.04% 277
2024
Q4 		$274K Sell
1,039
-11
-1% -$3.17K 0.04% 233
2024
Q3 		$317K Sell
1,050
-22
-2% -$6.46K 0.05% 187
2024
Q2 		$311K Sell
1,072
-1
-0.1% -$293 0.06% 159
2024
Q1 		$303K Buy
1,073
+77
+8% +$20.6K 0.06% 154
2023
Q4 		$259K Sell
996
-14
-1% -$3.42K 0.06% 157
2023
Q3 		$223K Hold
1,010
– – 0.06% 149
2023
Q2 		$217K Buy
1,010
+61
+6% +$13.2K 0.06% 137
2023
Q1 		$217K Sell
949
-180
-16% -$41.6K 0.07% 126
2022
Q4 		$280K Buy
1,129
+65
+6% +$15.9K 0.1% 92
2022
Q3 		$226K Sell
1,064
-100
-9% -$22.6K 0.09% 95
2022
Q2 		$258K Buy
1,164
+12
+1% +$2.76K 0.1% 85
2022
Q1 		$278K Buy
1,152
+71
+7% +$15.8K 0.11% 77
2021
Q4 		$225K Hold
1,081
– – 0.09% 66
2021
Q3 		$212K Hold
1,081
– – 0.1% 70
2021
Q2 		$204K Buy
+1,081
New +$204K 0.1% 68
2020
Q3 		– Sell
-1,404
Closed -$210K – 71
2020
Q2 		$210K Buy
+1,404
New +$198K 0.2% 66
2020
Q1 		– Sell
-1,330
Closed -$235K – 66
2019
Q4 		$235K Buy
+1,330
New +$239K 0.17% 62

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aprio Wealth Management's GD Position: Q2 2026 in Review

Aprio Wealth Management reduced its General Dynamics (GD) stake by 0.43% in Q2 2026, selling an estimated $8.22K and leaving 5,536 shares worth $1.96M. The position accounts for 0.1% of the portfolio, ranked #147.

Aprio Wealth Management first reported a position in GD in Q4 2019 and has held it in 23 quarters since. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Aprio Wealth Management held 5,536 shares of General Dynamics worth $1.96M as of Q2 2026.
  • Aprio Wealth Management sold 24 General Dynamics shares in Q2 2026, an estimated $8.22K.
  • General Dynamics made up 0.1% of Aprio Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Aprio Wealth Management first reported a position in General Dynamics in Q4 2019 and has held it in 23 quarters since.
  • 2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.