Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s General Dynamics GD Stock Holding History

Carson Wealth (CWM LLC)’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 		$39.5M Buy
115,155
+4,944
+4% +$1.75M 0.1% 186
2025
Q4 		$37.1M Buy
110,211
+4,734
+4% +$1.61M 0.1% 182
2025
Q3 		$36M Buy
105,477
+32,455
+44% +$10.2M 0.11% 164
2025
Q2 		$21.3M Buy
73,022
+6,279
+9% +$1.73M 0.08% 226
2025
Q1 		$18.2M Sell
66,743
-325
-0.5% -$84.5K 0.07% 237
2024
Q4 		$17.7M Sell
67,068
-2,106
-3% -$606K 0.07% 226
2024
Q3 		$20.9M Sell
69,174
-3,002
-4% -$882K 0.09% 203
2024
Q2 		$20.9M Sell
72,176
-2,579
-3% -$755K 0.1% 194
2024
Q1 		$21.1M Sell
74,755
-3,060
-4% -$818K 0.1% 191
2023
Q4 		$20.2M Sell
77,815
-9,572
-11% -$2.34M 0.11% 181
2023
Q3 		$19.3M Sell
87,387
-5,879
-6% -$1.3M 0.12% 160
2023
Q2 		$20.1M Sell
93,266
-6,191
-6% -$1.34M 0.12% 157
2023
Q1 		$22.7M Buy
99,457
+2,914
+3% +$673K 0.15% 132
2022
Q4 		$24M Buy
96,543
+91,099
+1,673% +$22.2M 0.18% 124
2022
Q3 		$1.16M Buy
5,444
+1,026
+23% +$232K 0.01% 527
2022
Q2 		$977K Buy
4,418
+402
+10% +$92.5K 0.01% 567
2022
Q1 		$969K Sell
4,016
-20,281
-83% -$4.5M 0.01% 567
2021
Q4 		$5.07M Buy
+24,297
New +$4.91M 0.04% 295
2021
Q2 		$3.74M Hold
19,864
– – 0.03% 324
2021
Q1 		$3.74M Hold
19,864
– – 0.03% 324
2020
Q4 		$3.74M Hold
19,864
– – 0.03% 324
2020
Q3 		$3.74M Hold
19,864
– – 0.03% 324
2020
Q2 		$3.74M Hold
19,864
– – 0.03% 324
2020
Q1 		$3.74M Hold
19,864
– – 0.03% 324
2019
Q4 		$3.74M Hold
19,864
– – 0.03% 324
2019
Q3 		$3.74M Hold
19,864
– – 0.03% 324
2019
Q2 		$3.74M Hold
19,864
– – 0.03% 324
2019
Q1 		$3.74M Buy
19,864
+18,851
+1,861% +$3.18M 0.03% 324
2018
Q4 		$159K Buy
1,013
+132
+15% +$23.7K ﹤0.01% 644
2018
Q3 		$180K Buy
881
+129
+17% +$25.2K ﹤0.01% 534
2018
Q2 		$140K Buy
752
+8
+1% +$1.64K ﹤0.01% 475
2018
Q1 		$164K Buy
744
+122
+20% +$26.5K 0.01% 386
2017
Q4 		$127K Buy
622
+15
+2% +$3.06K 0.01% 400
2017
Q3 		$125K Buy
607
+118
+24% +$23.6K 0.01% 385
2017
Q2 		$97K Sell
489
-328
-40% -$64.2K 0.01% 386
2017
Q1 		$153K Sell
817
-5,062
-86% -$936K 0.01% 320
2016
Q4 		$1.01M Buy
5,879
+5,372
+1,060% +$879K 0.06% 180
2016
Q3 		$79K Hold
507
– – 0.01% 363
2016
Q2 		$71K Buy
507
+100
+25% +$13.9K 0.01% 339
2016
Q1 		$53K Buy
407
+200
+97% +$26.5K ﹤0.01% 335
2015
Q4 		$28K Hold
207
– – ﹤0.01% 367
2015
Q3 		$29K Buy
+207
New +$29.9K ﹤0.01% 334
2014
Q1 		– Sell
-203
Closed -$20K – 276
2013
Q4 		$20K Buy
203
+37
+22% +$3.3K ﹤0.01% 367
2013
Q3 		$15K Buy
+166
New +$14.1K ﹤0.01% 293

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

Carson Wealth (CWM LLC)'s GD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its General Dynamics (GD) stake by 4.5% in Q1 2026, buying an estimated $1.75M and bringing the position to 115,155 shares worth $39.5M. The position accounts for 0.1% of the portfolio, ranked #186.

Carson Wealth (CWM LLC) first reported a position in GD in Q3 2013 and has held it in 44 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 115,155 shares of General Dynamics worth $39.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,944 General Dynamics shares in Q1 2026, an estimated $1.75M.
  • General Dynamics made up 0.1% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #186 holding.
  • Carson Wealth (CWM LLC) first reported a position in General Dynamics in Q3 2013 and has held it in 44 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.