AWM
GD icon

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
Q1 		– Sell
-8,972
Closed -$3.02M – 634
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 0.08% 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 0.11% 182
2022
Q2 		$1.03M Sell
4,635
-125
-3% -$28.8K 0.1% 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

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VCM
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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 $1.47T AUM 27.86% 1-Year Est. Return