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 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 $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BKM Wealth Management increased its General Dynamics (GD) stake by 0.36% in Q1 2026, buying an estimated $8.16K and bringing the position to 6,423 shares worth $2.2M. The position accounts for 0.8% of the portfolio, ranked #37.

BKM Wealth Management first reported a position in GD in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.29M in Q3 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

BKM Wealth Management held 6,423 shares of General Dynamics worth $2.2M as of Q1 2026.
BKM Wealth Management bought 23 General Dynamics shares in Q1 2026, an estimated $8.16K.
General Dynamics made up 0.8% of BKM Wealth Management's portfolio in Q1 2026, its #37 holding.
BKM Wealth Management first reported a position in General Dynamics in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's General Dynamics position peaked at $2.29M in Q3 2025.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.