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

Axxcess 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 		$3.15M Buy
+8,894
New +$3.05M 0.05% 318
2026
Q1 		– Sell
-8,972
Closed -$3.02M – 627
2025
Q4 		$3.02M Buy
8,972
+906
+11% +$309K 0.05% 298
2025
Q3 		$2.75M Buy
8,066
+717
+10% +$226K 0.06% 249
2025
Q2 		$2.14M Buy
7,349
+513
+8% +$141K 0.05% 282
2025
Q1 		$1.86M Buy
6,836
+138
+2% +$35.9K 0.05% 277
2024
Q4 		$1.76M Sell
6,698
-2,772
-29% -$798K 0.04% 301
2024
Q3 		$2.86M Sell
9,470
-194
-2% -$57K 0.07% 205
2024
Q2 		$2.8M Buy
9,664
+391
+4% +$115K 0.07% 201
2024
Q1 		$2.62M Sell
9,273
-6,202
-40% -$1.66M 0.07% 213
2023
Q4 		$4.02M Buy
15,475
+1,747
+13% +$426K 0.12% 145
2023
Q3 		$3.03M Buy
13,728
+3,003
+28% +$664K 0.1% 155
2023
Q2 		$2.31M Buy
10,725
+6
+0.1% +$1.29K 0.17% 117
2023
Q1 		$2.45M Sell
10,719
-2,245
-17% -$519K 0.19% 114
2022
Q4 		$3.22M Buy
12,964
+7,946
+158% +$1.94M 0.27% 84
2022
Q3 		$1.06M Buy
5,018
+383
+8% +$86.5K 0.1% 182
2022
Q2 		$1.03M Sell
4,635
-125
-3% -$28.8K 0.09% 184
2022
Q1 		$1.15M Buy
4,760
+287
+6% +$63.7K 0.09% 196
2021
Q4 		$932K Buy
+4,473
New +$903K 0.07% 223

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

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

Axxcess Wealth Management opened a new position in General Dynamics (GD) in Q2 2026: 8,894 shares worth $3.15M. The stake represents 0.05% of the portfolio and ranks #318 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in GD as recently as Q4 2025.

Axxcess Wealth Management first reported a position in GD in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.02M in Q4 2023. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Axxcess Wealth Management held 8,894 shares of General Dynamics worth $3.15M as of Q2 2026.
  • General Dynamics was a new Axxcess Wealth Management position in Q2 2026.
  • General Dynamics made up 0.05% of Axxcess Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Axxcess Wealth Management first reported a position in General Dynamics in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's General Dynamics position peaked at $4.02M in Q4 2023.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.