Bartlett & Co Wealth Management’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23M | Sell |
64,977
-17,799
| -22% | -$6.1M | 0.29% | 67 |
|
|
2026
Q1 | $29M | Sell |
82,776
-10,789
| -12% | -$3.83M | 0.37% | 57 |
|
|
2025
Q4 | $31.5M | Sell |
93,565
-16,775
| -15% | -$5.72M | 0.41% | 53 |
|
|
2025
Q3 | $37.6M | Sell |
110,340
-30,382
| -22% | -$9.58M | 0.5% | 52 |
|
|
2025
Q2 | $41M | Sell |
140,722
-873
| -0.6% | -$240K | 0.57% | 50 |
|
|
2025
Q1 | $38.6M | Sell |
141,595
-3,069
| -2% | -$798K | 0.57% | 50 |
|
|
2024
Q4 | $38.1M | Buy |
144,664
+3,560
| +3% | +$1.02M | 0.55% | 50 |
|
|
2024
Q3 | $42.6M | Sell |
141,104
-6,258
| -4% | -$1.84M | 0.61% | 49 |
|
|
2024
Q2 | $42.8M | Sell |
147,362
-195
| -0.1% | -$57.1K | 0.65% | 45 |
|
|
2024
Q1 | $41.7M | Sell |
147,557
-1,055
| -0.7% | -$282K | 0.64% | 48 |
|
|
2023
Q4 | $38.4M | Sell |
148,612
-998
| -0.7% | -$243K | 0.62% | 48 |
|
|
2023
Q3 | $33.1M | Sell |
149,610
-1,752
| -1% | -$388K | 0.59% | 51 |
|
|
2023
Q2 | $32.6M | Sell |
151,362
-7,766
| -5% | -$1.68M | 0.56% | 52 |
|
|
2023
Q1 | $36.3M | Buy |
159,128
+709
| +0.4% | +$164K | 0.7% | 48 |
|
|
2022
Q4 | $39.3M | Buy |
158,419
+1,153
| +0.7% | +$281K | 0.79% | 40 |
|
|
2022
Q3 | $33.4M | Buy |
157,266
+5,145
| +3% | +$1.16M | 0.72% | 46 |
|
|
2022
Q2 | $33.8M | Sell |
152,121
-5,191
| -3% | -$1.19M | 0.69% | 50 |
|
|
2022
Q1 | $37.9M | Buy |
157,312
+236
| +0.2% | +$52.4K | 0.66% | 51 |
|
|
2021
Q4 | $32.7M | Sell |
157,076
-1,666
| -1% | -$336K | 0.56% | 56 |
|
|
2021
Q3 | $31.1M | Buy |
158,742
+4,243
| +3% | +$831K | 0.59% | 56 |
|
|
2021
Q2 | $29.1M | Sell |
154,499
-1,338
| -0.9% | -$252K | 0.55% | 59 |
|
|
2021
Q1 | $28.3M | Buy |
155,837
+9,259
| +6% | +$1.51M | 0.57% | 59 |
|
|
2020
Q4 | $21.8M | Sell |
146,578
-5,329
| -4% | -$779K | 0.47% | 63 |
|
|
2020
Q3 | $21M | Buy |
151,907
+5,870
| +4% | +$867K | 0.49% | 60 |
|
|
2020
Q2 | $21.8M | Buy |
146,037
+886
| +0.6% | +$125K | 0.57% | 52 |
|
|
2020
Q1 | $19.2M | Buy |
145,151
+15,120
| +12% | +$2.51M | 0.58% | 52 |
|
|
2019
Q4 | $22.9M | Buy |
130,031
+6,965
| +6% | +$1.25M | 0.56% | 54 |
|
|
2019
Q3 | $22.5M | Buy |
123,066
+10,963
| +10% | +$2.04M | 0.59% | 53 |
|
|
2019
Q2 | $20.4M | Buy |
112,103
+31,762
| +40% | +$5.47M | 0.76% | 49 |
|
|
2019
Q1 | $13.6M | Buy |
80,341
+23,165
| +41% | +$3.9M | 0.52% | 59 |
|
|
2018
Q4 | $8.99M | Buy |
57,176
+18,856
| +49% | +$3.38M | 0.38% | 64 |
|
|
2018
Q3 | $7.84M | Buy |
38,320
+38,160
| +23,850% | +$7.47M | 0.29% | 74 |
|
|
2018
Q2 | $29.8K | Hold |
160
| – | – | ﹤0.01% | 488 |
|
|
2018
Q1 | $35.3K | Buy |
+160
| New | +$34.8K | ﹤0.01% | 463 |
|
Other funds holding GD
SRIM
VF
RC
HPC
RMA
AT
Bartlett & Co Wealth Management's GD Position: Q2 2026 in Review
Bartlett & Co Wealth Management reduced its General Dynamics (GD) stake by 22% in Q2 2026, selling an estimated $6.1M and leaving 64,977 shares worth $23M. The position accounts for 0.29% of the portfolio, ranked #67.
Bartlett & Co Wealth Management first reported a position in GD in Q1 2018 and has held it in 34 quarters since. The position peaked at $42.8M in Q2 2024. 701 funds tracked by Wall St. Rank hold GD as of Q2 2026.
- Bartlett & Co Wealth Management held 64,977 shares of General Dynamics worth $23M as of Q2 2026.
- Bartlett & Co Wealth Management sold 17,799 General Dynamics shares in Q2 2026, an estimated $6.1M.
- General Dynamics made up 0.29% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #67 holding.
- Bartlett & Co Wealth Management first reported a position in General Dynamics in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's General Dynamics position peaked at $42.8M in Q2 2024.
- 701 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.