EWM
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Evercore Wealth Management’s General Dynamics GD Stock Holding History

Evercore 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 		$1.1M Sell
3,215
-37
-1% -$13.1K 0.02% 211
2025
Q4 		$1.09M Sell
3,252
-10
-0.3% -$3.41K 0.02% 208
2025
Q3 		$1.11M Hold
3,262
– – 0.02% 214
2025
Q2 		$951K Hold
3,262
– – 0.01% 217
2025
Q1 		$889K Sell
3,262
-1,925
-37% -$500K 0.01% 228
2024
Q4 		$1.37M Sell
5,187
-76
-1% -$21.9K 0.02% 194
2024
Q3 		$1.59M Hold
5,263
– – 0.02% 182
2024
Q2 		$1.53M Sell
5,263
-80
-1% -$23.4K 0.02% 181
2024
Q1 		$1.51M Sell
5,343
-12
-0.2% -$3.21K 0.02% 187
2023
Q4 		$1.39M Buy
5,355
+78
+1% +$19K 0.02% 188
2023
Q3 		$1.17M Sell
5,277
-1
-0% -$221 0.02% 201
2023
Q2 		$1.14M Buy
5,278
+7
+0.1% +$1.51K 0.02% 206
2023
Q1 		$1.2M Sell
5,271
-7
-0.1% -$1.62K 0.02% 193
2022
Q4 		$1.31M Sell
5,278
-1,172
-18% -$286K 0.03% 182
2022
Q3 		$1.37M Hold
6,450
– – 0.03% 170
2022
Q2 		$1.43M Buy
6,450
+26
+0.4% +$5.98K 0.03% 175
2022
Q1 		$1.55M Sell
6,424
-520
-7% -$115K 0.03% 182
2021
Q4 		$1.45M Hold
6,944
– – 0.02% 190
2021
Q3 		$1.36M Sell
6,944
-1,800
-21% -$352K 0.02% 192
2021
Q2 		$1.65M Sell
8,744
-869
-9% -$164K 0.03% 184
2021
Q1 		$1.75M Sell
9,613
-410
-4% -$67K 0.03% 182
2020
Q4 		$1.49M Sell
10,023
-248
-2% -$36.3K 0.03% 180
2020
Q3 		$1.42M Sell
10,271
-171
-2% -$25.3K 0.03% 170
2020
Q2 		$1.56M Sell
10,442
-1,264
-11% -$178K 0.04% 162
2020
Q1 		$1.55M Sell
11,706
-473
-4% -$78.6K 0.05% 150
2019
Q4 		$2.15M Hold
12,179
– – 0.06% 150
2019
Q3 		$2.23M Sell
12,179
-240
-2% -$44.6K 0.07% 143
2019
Q2 		$2.26M Buy
12,419
+875
+8% +$151K 0.07% 139
2019
Q1 		$1.95M Buy
11,544
+1,355
+13% +$228K 0.06% 151
2018
Q4 		$1.6M Sell
10,189
-3
-0% -$538 0.06% 147
2018
Q3 		$2.09M Hold
10,192
– – 0.07% 142
2018
Q2 		$1.9M Hold
10,192
– – 0.06% 144
2018
Q1 		$2.25M Sell
10,192
-450
-4% -$97.9K 0.09% 122
2017
Q4 		$2.17M Hold
10,642
– – 0.08% 130
2017
Q3 		$2.19M Hold
10,642
– – 0.09% 127
2017
Q2 		$2.11M Buy
10,642
+590
+6% +$116K 0.08% 131
2017
Q1 		$1.88M Sell
10,052
-131
-1% -$24.2K 0.07% 136
2016
Q4 		$1.76M Buy
10,183
+16
+0.2% +$2.62K 0.07% 139
2016
Q3 		$1.58M Hold
10,167
– – 0.07% 148
2016
Q2 		$1.42M Hold
10,167
– – 0.06% 151
2016
Q1 		$1.34M Sell
10,167
-997
-9% -$132K 0.06% 150
2015
Q4 		$1.53M Buy
11,164
+135
+1% +$19.3K 0.07% 149
2015
Q3 		$1.52M Sell
11,029
-1,193
-10% -$173K 0.07% 147
2015
Q2 		$1.73M Hold
12,222
– – 0.08% 150
2015
Q1 		$1.66M Sell
12,222
-324
-3% -$44.4K 0.08% 152
2014
Q4 		$1.73M Buy
12,546
+39
+0.3% +$5.31K 0.09% 132
2014
Q3 		$1.59M Sell
12,507
-100
-0.8% -$12.1K 0.08% 152
2014
Q2 		$1.47M Sell
12,607
-100
-0.8% -$11.4K 0.08% 155
2014
Q1 		$1.38M Buy
12,707
+795
+7% +$82.3K 0.08% 158
2013
Q4 		$1.14M Sell
11,912
-135
-1% -$12.1K 0.06% 180
2013
Q3 		$1.06M Buy
12,047
+294
+3% +$25K 0.06% 208
2013
Q2 		$920K Buy
+11,753
New +$875K 0.05% 219

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

Evercore Wealth Management's GD Position: Q1 2026 in Review

Evercore Wealth Management reduced its General Dynamics (GD) stake by 1.1% in Q1 2026, selling an estimated $13.1K and leaving 3,215 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #211.

Evercore Wealth Management first reported a position in GD in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.26M in Q2 2019. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Evercore Wealth Management held 3,215 shares of General Dynamics worth $1.1M as of Q1 2026.
  • Evercore Wealth Management sold 37 General Dynamics shares in Q1 2026, an estimated $13.1K.
  • General Dynamics made up 0.02% of Evercore Wealth Management's portfolio in Q1 2026, its #211 holding.
  • Evercore Wealth Management first reported a position in General Dynamics in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's General Dynamics position peaked at $2.26M in Q2 2019.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.