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 Q2	$8.5K	Sell	24 -243	-91%	-$83.2K	﹤0.01%	593
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 $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Bell Private Wealth Management's GD Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its General Dynamics (GD) stake by 91% in Q2 2026, selling an estimated $83.2K and leaving 24 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Blue Bell Private Wealth Management first reported a position in GD in Q4 2013 and has held it in 31 quarters since. The position peaked at $99.1K in Q3 2024. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Blue Bell Private Wealth Management held 24 shares of General Dynamics worth $8.5K as of Q2 2026.
Blue Bell Private Wealth Management sold 243 General Dynamics shares in Q2 2026, an estimated $83.2K.
General Dynamics made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #593 holding.
Blue Bell Private Wealth Management first reported a position in General Dynamics in Q4 2013 and has held it in 31 quarters since.
Blue Bell Private Wealth Management's General Dynamics position peaked at $99.1K in Q3 2024.
2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.