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Blue Bell Private Wealth Management’s General Dynamics GD Stock Holding History

Blue Bell Private 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 		$91.6K Hold
267
– – 0.01% 346
2025
Q4 		$89.9K Hold
267
– – 0.01% 345
2025
Q3 		$91K Buy
267
+17
+7% +$5.36K 0.01% 328
2025
Q2 		$72.9K Hold
250
– – 0.01% 348
2025
Q1 		$68.1K Sell
250
-21
-8% -$5.46K 0.01% 341
2024
Q4 		$71.4K Sell
271
-57
-17% -$16.4K 0.01% 324
2024
Q3 		$99.1K Buy
328
+20
+6% +$5.88K 0.02% 279
2024
Q2 		$89.4K Buy
308
+21
+7% +$6.15K 0.02% 282
2024
Q1 		$81.1K Buy
287
+1
+0.3% +$267 0.02% 284
2023
Q4 		$74.3K Hold
286
– – 0.02% 268
2023
Q3 		$63.2K Buy
286
+36
+14% +$7.96K 0.02% 243
2023
Q2 		$53.8K Hold
250
– – 0.01% 247
2023
Q1 		$57.1K Hold
250
– – 0.02% 217
2022
Q4 		$62K Hold
250
– – 0.02% 200
2022
Q3 		$53K Hold
250
– – 0.02% 206
2022
Q2 		$55K Hold
250
– – 0.02% 209
2022
Q1 		$60K Sell
250
-50
-17% -$11.1K 0.02% 208
2021
Q4 		$63K Buy
+300
New +$60.6K 0.02% 192
2016
Q4 		– Sell
-250
Closed -$39K – 316
2016
Q3 		$39K Hold
250
– – 0.02% 230
2016
Q2 		$35K Hold
250
– – 0.02% 239
2016
Q1 		$33K Hold
250
– – 0.02% 251
2015
Q4 		$34K Hold
250
– – 0.02% 250
2015
Q3 		$34K Hold
250
– – 0.02% 259
2015
Q2 		$35K Hold
250
– – 0.02% 258
2015
Q1 		$33K Hold
250
– – 0.02% 258
2014
Q4 		$34K Hold
250
– – 0.02% 264
2014
Q3 		$32K Hold
250
– – 0.02% 286
2014
Q2 		$29K Hold
250
– – 0.02% 284
2014
Q1 		$27K Hold
250
– – 0.02% 263
2013
Q4 		$24K Buy
+250
New +$22.3K 0.02% 288

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

Blue Bell Private Wealth Management's GD Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its General Dynamics (GD) position steady in Q1 2026 at 267 shares worth $91.6K. The position accounts for 0.01% of the portfolio, ranked #346.

Blue Bell Private Wealth Management first reported a position in GD in Q4 2013 and has held it in 30 quarters since. The position peaked at $99.1K in Q3 2024. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Blue Bell Private Wealth Management held 267 shares of General Dynamics worth $91.6K as of Q1 2026.
  • Blue Bell Private Wealth Management left its General Dynamics share count unchanged in Q1 2026.
  • General Dynamics made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #346 holding.
  • Blue Bell Private Wealth Management first reported a position in General Dynamics in Q4 2013 and has held it in 30 quarters since.
  • Blue Bell Private Wealth Management's General Dynamics position peaked at $99.1K in Q3 2024.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.