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 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 $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Wealth Partners's GD Position: Q1 2026 in Review

Fiduciary Wealth Partners reduced its General Dynamics (GD) stake by 20% in Q1 2026, selling an estimated $139K and leaving 1,614 shares worth $554K. The position accounts for 0.36% of the portfolio, ranked #25.

Fiduciary Wealth Partners first reported a position in GD in Q1 2025 and has held it in 5 quarters since. The position peaked at $688K in Q3 2025. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Fiduciary Wealth Partners held 1,614 shares of General Dynamics worth $554K as of Q1 2026.
Fiduciary Wealth Partners sold 392 General Dynamics shares in Q1 2026, an estimated $139K.
General Dynamics made up 0.36% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #25 holding.
Fiduciary Wealth Partners first reported a position in General Dynamics in Q1 2025 and has held it in 5 quarters since.
Fiduciary Wealth Partners's General Dynamics position peaked at $688K in Q3 2025.
2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.