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Fiduciary Wealth Partners’s General Dynamics GD Stock Holding History

Fiduciary Wealth Partners’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 		$573K Buy
1,618
+4
+0.2% +$1.37K 0.32% 28
2026
Q1 		$554K Sell
1,614
-392
-20% -$139K 0.36% 25
2025
Q4 		$675K Sell
2,006
-13
-0.6% -$4.43K 0.28% 31
2025
Q3 		$688K Buy
2,019
+1,738
+619% +$548K 0.29% 31
2025
Q2 		$82K Sell
281
-909
-76% -$250K 0.08% 57
2025
Q1 		$324K Buy
+1,190
New +$309K 0.28% 22

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiduciary Wealth Partners's GD Position: Q2 2026 in Review

Fiduciary Wealth Partners increased its General Dynamics (GD) stake by 0.25% in Q2 2026, buying an estimated $1.37K and bringing the position to 1,618 shares worth $573K. The position accounts for 0.32% of the portfolio, ranked #28.

Fiduciary Wealth Partners first reported a position in GD in Q1 2025 and has held it in 6 quarters since. The position peaked at $688K in Q3 2025. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Fiduciary Wealth Partners held 1,618 shares of General Dynamics worth $573K as of Q2 2026.
  • Fiduciary Wealth Partners bought 4 General Dynamics shares in Q2 2026, an estimated $1.37K.
  • General Dynamics made up 0.32% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #28 holding.
  • Fiduciary Wealth Partners first reported a position in General Dynamics in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Wealth Partners's General Dynamics position peaked at $688K in Q3 2025.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.