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

BKM 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 		$1.88M Sell
5,295
-1,128
-18% -$386K 0.66% 43
2026
Q1 		$2.2M Buy
6,423
+23
+0.4% +$8.16K 0.8% 37
2025
Q4 		$2.15M Sell
6,400
-320
-5% -$109K 0.79% 37
2025
Q3 		$2.29M Sell
6,720
-217
-3% -$68.4K 0.84% 33
2025
Q2 		$2.02M Sell
6,937
-37
-0.5% -$10.2K 0.79% 36
2025
Q1 		$1.9M Buy
6,974
+678
+11% +$176K 0.78% 40
2024
Q4 		$1.66M Sell
6,296
-234
-4% -$67.4K 0.68% 44
2024
Q3 		$1.97M Buy
6,530
+742
+13% +$218K 0.8% 34
2024
Q2 		$1.68M Buy
5,788
+152
+3% +$44.5K 0.81% 38
2024
Q1 		$1.59M Buy
5,636
+870
+18% +$233K 0.68% 43
2023
Q4 		$1.24M Buy
+4,766
New +$1.16M 0.53% 53

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

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

BKM Wealth Management reduced its General Dynamics (GD) stake by 18% in Q2 2026, selling an estimated $386K and leaving 5,295 shares worth $1.88M. The position accounts for 0.66% of the portfolio, ranked #43.

BKM Wealth Management first reported a position in GD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.29M in Q3 2025. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • BKM Wealth Management held 5,295 shares of General Dynamics worth $1.88M as of Q2 2026.
  • BKM Wealth Management sold 1,128 General Dynamics shares in Q2 2026, an estimated $386K.
  • General Dynamics made up 0.66% of BKM Wealth Management's portfolio in Q2 2026, its #43 holding.
  • BKM Wealth Management first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
  • BKM Wealth Management's General Dynamics position peaked at $2.29M in Q3 2025.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.