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Badgley Phelps Wealth Managers’s General Dynamics GD Stock Holding History

Badgley Phelps Wealth Managers’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 		$519K Buy
1,511
+457
+43% +$162K 0.01% 239
2025
Q4 		$355K Hold
1,054
– – 0.01% 265
2025
Q3 		$359K Sell
1,054
-5
-0.5% -$1.58K 0.01% 246
2025
Q2 		$309K Sell
1,059
-351
-25% -$96.6K 0.01% 254
2025
Q1 		$384K Sell
1,410
-55
-4% -$14.3K 0.01% 232
2024
Q4 		$386K Sell
1,465
-172
-11% -$49.5K 0.01% 234
2024
Q3 		$495K Buy
+1,637
New +$481K 0.01% 209

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

Badgley Phelps Wealth Managers's GD Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its General Dynamics (GD) stake by 43% in Q1 2026, buying an estimated $162K and bringing the position to 1,511 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #239.

Badgley Phelps Wealth Managers first reported a position in GD in Q3 2024 and has held it in 7 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Badgley Phelps Wealth Managers held 1,511 shares of General Dynamics worth $519K as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 457 General Dynamics shares in Q1 2026, an estimated $162K.
  • General Dynamics made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #239 holding.
  • Badgley Phelps Wealth Managers first reported a position in General Dynamics in Q3 2024 and has held it in 7 quarters since.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.