EWA
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EP Wealth Advisors’s General Dynamics GD Stock Holding History

EP Wealth 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
Q1 		$5.44M Sell
15,862
-524
-3% -$186K 0.03% 298
2025
Q4 		$5.52M Buy
+16,386
New +$5.59M 0.03% 265
2025
Q2 		$4.63M Buy
15,885
+874
+6% +$241K 0.03% 275
2025
Q1 		$4.09M Buy
15,011
+494
+3% +$128K 0.03% 248
2024
Q4 		$3.83M Sell
14,517
-3,734
-20% -$1.08M 0.03% 255
2024
Q3 		$5.52M Buy
18,251
+511
+3% +$150K 0.05% 209
2024
Q2 		$5.15M Buy
17,740
+4,711
+36% +$1.38M 0.05% 179
2024
Q1 		$3.68M Sell
13,029
-3,564
-21% -$953K 0.04% 203
2023
Q4 		$4.31M Buy
16,593
+3,694
+29% +$901K 0.06% 178
2023
Q3 		$2.85M Sell
12,899
-22,259
-63% -$4.92M 0.04% 209
2023
Q2 		$3.65M Buy
35,158
+7,975
+29% +$1.72M 0.05% 181
2023
Q1 		$1.14M Sell
27,183
-5,116
-16% -$1.18M 0.02% 290
2022
Q4 		$8.01M Buy
32,299
+785
+2% +$191K 0.14% 98
2022
Q3 		$6.69M Buy
31,514
+20,141
+177% +$4.55M 0.15% 99
2022
Q2 		$2.52M Sell
11,373
-1,075
-9% -$247K 0.06% 175
2022
Q1 		$3M Sell
12,448
-374
-3% -$83.1K 0.07% 160
2021
Q4 		$2.67M Sell
12,822
-1,085
-8% -$219K 0.06% 160
2021
Q3 		$2.73M Sell
13,907
-7,871
-36% -$1.54M 0.07% 140
2021
Q2 		$4.1M Sell
21,778
-109,194
-83% -$20.6M 0.11% 116
2021
Q1 		$23.8M Buy
130,972
+27,632
+27% +$4.51M 0.76% 36
2020
Q4 		$15.4M Buy
103,340
+9,237
+10% +$1.35M 0.54% 45
2020
Q3 		$13M Buy
94,103
+9,391
+11% +$1.39M 0.56% 42
2020
Q2 		$12.7M Buy
84,712
+13,749
+19% +$1.94M 0.54% 44
2020
Q1 		$9.39M Buy
70,963
+10,394
+17% +$1.73M 0.46% 45
2019
Q4 		$10.7M Buy
60,569
+3,212
+6% +$577K 0.44% 50
2019
Q3 		$10.5M Buy
57,357
+2,063
+4% +$383K 0.52% 47
2019
Q2 		$10.1M Buy
55,294
+1,569
+3% +$270K 0.63% 37
2019
Q1 		$9.1M Buy
53,725
+4,099
+8% +$691K 0.87% 37
2018
Q4 		$7.8M Buy
49,626
+1,475
+3% +$264K 0.6% 41
2018
Q3 		$9.86M Buy
48,151
+3,061
+7% +$599K 0.77% 38
2018
Q2 		$8.4M Buy
45,090
+1,392
+3% +$285K 0.79% 36
2018
Q1 		$9.65M Buy
43,698
+1,901
+5% +$413K 0.93% 33
2017
Q4 		$8.5M Buy
41,797
+2,196
+6% +$449K 0.9% 36
2017
Q3 		$8.14M Sell
39,601
-1,581
-4% -$317K 0.94% 35
2017
Q2 		$8.16M Buy
41,182
+837
+2% +$164K 1% 32
2017
Q1 		$7.55M Buy
40,345
+1,436
+4% +$265K 1.04% 32
2016
Q4 		$6.04M Buy
38,909
+1,302
+3% +$213K 0.88% 37
2016
Q3 		$5.83M Buy
+37,607
New +$5.61M 0.91% 36

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

EP Wealth Advisors's GD Position: Q1 2026 in Review

EP Wealth Advisors reduced its General Dynamics (GD) stake by 3.2% in Q1 2026, selling an estimated $186K and leaving 15,862 shares worth $5.44M. The position accounts for 0.03% of the portfolio, ranked #298.

EP Wealth Advisors first reported a position in GD in Q3 2016 and has held it in 38 quarters since. The position peaked at $23.8M in Q1 2021. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • EP Wealth Advisors held 15,862 shares of General Dynamics worth $5.44M as of Q1 2026.
  • EP Wealth Advisors sold 524 General Dynamics shares in Q1 2026, an estimated $186K.
  • General Dynamics made up 0.03% of EP Wealth Advisors's portfolio in Q1 2026, its #298 holding.
  • EP Wealth Advisors first reported a position in General Dynamics in Q3 2016 and has held it in 38 quarters since.
  • EP Wealth Advisors's General Dynamics position peaked at $23.8M in Q1 2021.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.