BWM
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Bernard Wealth Management’s General Dynamics GD Stock Holding History

Bernard 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 		$369K Sell
1,074
-1
-0.1% -$355 0.16% 48
2025
Q4 		$362K Sell
1,075
-50
-4% -$17.1K 0.15% 53
2025
Q3 		$384K Hold
1,125
– – 0.16% 49
2025
Q2 		$328K Sell
1,125
-9
-0.8% -$2.48K 0.15% 48
2025
Q1 		$309K Sell
1,134
-3,237
-74% -$841K 0.15% 49
2024
Q4 		$1.15M Buy
+4,371
New +$1.26M 0.54% 32

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

Bernard Wealth Management's GD Position: Q1 2026 in Review

Bernard Wealth Management reduced its General Dynamics (GD) stake by 0.09% in Q1 2026, selling an estimated $355 and leaving 1,074 shares worth $369K. The position accounts for 0.16% of the portfolio, ranked #48.

Bernard Wealth Management first reported a position in GD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q4 2024. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Bernard Wealth Management held 1,074 shares of General Dynamics worth $369K as of Q1 2026.
  • Bernard Wealth Management sold 1 General Dynamics share in Q1 2026, an estimated $355.
  • General Dynamics made up 0.16% of Bernard Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Bernard Wealth Management first reported a position in General Dynamics in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's General Dynamics position peaked at $1.15M in Q4 2024.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.