CWC Advisors’s General Dynamics GD Stock Holding History

CWC Advisors’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	$761K	Sell	2,149 -15	-0.7%	-$5.14K	0.34%	72
2026 Q1	$743K	Sell	2,164 -12	-0.6%	-$4.26K	0.35%	68
2025 Q4	$733K	Sell	2,176 -10	-0.5%	-$3.41K	0.35%	66
2025 Q3	$745K	Sell	2,186 -10	-0.5%	-$3.15K	0.37%	63
2025 Q2	$640K	Sell	2,196 -112	-5%	-$30.8K	0.33%	69
2025 Q1	$629K	Sell	2,308 -79	-3%	-$20.5K	0.36%	66
2024 Q4	$629K	Sell	2,387 -165	-6%	-$47.5K	0.63%	45
2024 Q3	$771K	Buy	+2,552	New	+$750K	0.76%	38

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

CWC Advisors's GD Position: Q2 2026 in Review

CWC Advisors reduced its General Dynamics (GD) stake by 0.69% in Q2 2026, selling an estimated $5.14K and leaving 2,149 shares worth $761K. The position accounts for 0.34% of the portfolio, ranked #72.

CWC Advisors first reported a position in GD in Q3 2024 and has held it in 8 quarters since. The position peaked at $771K in Q3 2024. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

CWC Advisors held 2,149 shares of General Dynamics worth $761K as of Q2 2026.
CWC Advisors sold 15 General Dynamics shares in Q2 2026, an estimated $5.14K.
General Dynamics made up 0.34% of CWC Advisors's portfolio in Q2 2026, its #72 holding.
CWC Advisors first reported a position in General Dynamics in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's General Dynamics position peaked at $771K in Q3 2024.
776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.