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Forvis Mazars Wealth Advisors’s General Dynamics GD Stock Holding History

Forvis Mazars 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 		$823K Buy
2,399
+52
+2% +$18.4K 0.02% 229
2025
Q4 		$790K Buy
2,347
+103
+5% +$35.1K 0.01% 232
2025
Q3 		$765K Sell
2,244
-143
-6% -$45.1K 0.02% 232
2025
Q2 		$696K Sell
2,387
-56
-2% -$15.4K 0.02% 242
2025
Q1 		$666K Buy
2,443
+124
+5% +$32.2K 0.02% 242
2024
Q4 		$611K Sell
2,319
-23
-1% -$6.62K 0.01% 284
2024
Q3 		$708K Buy
2,342
+438
+23% +$129K 0.02% 265
2024
Q2 		$552K Hold
1,904
– – 0.01% 272
2024
Q1 		$538K Buy
1,904
+157
+9% +$42K 0.01% 279
2023
Q4 		$454K Sell
1,747
-205
-11% -$50K 0.01% 293
2023
Q3 		$431K Sell
1,952
-9
-0.5% -$1.99K 0.01% 298
2023
Q2 		$422K Hold
1,961
– – 0.01% 314
2023
Q1 		$448K Hold
1,961
– – 0.01% 280
2022
Q4 		$487K Buy
1,961
+98
+5% +$23.9K 0.02% 264
2022
Q3 		$396K Sell
1,863
-1
-0.1% -$226 0.02% 284
2022
Q2 		$412K Sell
1,864
-73
-4% -$16.8K 0.02% 276
2022
Q1 		$467K Buy
1,937
+329
+20% +$73.1K 0.02% 198
2021
Q4 		$335K Sell
1,608
-50
-3% -$10.1K 0.01% 216
2021
Q3 		$325K Sell
1,658
-7
-0.4% -$1.37K 0.01% 214
2021
Q2 		$313K Sell
1,665
-406
-20% -$76.6K 0.01% 216
2021
Q1 		$376K Sell
2,071
-729
-26% -$119K 0.02% 203
2020
Q4 		$417K Buy
2,800
+492
+21% +$71.9K 0.02% 250
2020
Q3 		$319K Sell
2,308
-7
-0.3% -$1.03K 0.02% 250
2020
Q2 		$346K Buy
2,315
+416
+22% +$58.7K 0.02% 234
2020
Q1 		$251K Sell
1,899
-355
-16% -$59K 0.02% 248
2019
Q4 		$397K Buy
2,254
+261
+13% +$46.9K 0.03% 212
2019
Q3 		$364K Buy
1,993
+11
+0.6% +$2.04K 0.03% 208
2019
Q2 		$360K Sell
1,982
-77
-4% -$13.3K 0.03% 199
2019
Q1 		$349K Buy
2,059
+227
+12% +$38.2K 0.03% 197
2018
Q4 		$288K Sell
1,832
-194
-10% -$34.8K 0.03% 182
2018
Q3 		$415K Sell
2,026
-157
-7% -$30.7K 0.04% 167
2018
Q2 		$407K Sell
2,183
-59
-3% -$12.1K 0.04% 164
2018
Q1 		$495K Sell
2,242
-301
-12% -$65.5K 0.05% 143
2017
Q4 		$517K Sell
2,543
-401
-14% -$81.9K 0.05% 147
2017
Q3 		$605K Sell
2,944
-348
-11% -$69.7K 0.07% 119
2017
Q2 		$652K Buy
3,292
+415
+14% +$81.3K 0.07% 114
2017
Q1 		$539K Buy
2,877
+1
+0% +$185 0.07% 119
2016
Q4 		$497K Buy
2,876
+15
+0.5% +$2.45K 0.07% 120
2016
Q3 		$444K Buy
2,861
+195
+7% +$29.1K 0.06% 120
2016
Q2 		$371K Sell
2,666
-1,575
-37% -$220K 0.06% 128
2016
Q1 		$557K Buy
4,241
+135
+3% +$17.9K 0.09% 103
2015
Q4 		$564K Buy
4,106
+436
+12% +$62.3K 0.08% 102
2015
Q3 		$506K Buy
3,670
+1,390
+61% +$201K 0.09% 104
2015
Q2 		$323K Sell
2,280
-116
-5% -$16.1K 0.05% 137
2015
Q1 		$325K Sell
2,396
-59
-2% -$8.09K 0.05% 141
2014
Q4 		$338K Buy
2,455
+800
+48% +$109K 0.06% 118
2014
Q3 		$210K Sell
1,655
-110
-6% -$13.4K 0.04% 134
2014
Q2 		$206K Sell
1,765
-1,984
-53% -$226K 0.04% 138
2014
Q1 		$409K Sell
3,749
-270
-7% -$28K 0.07% 114
2013
Q4 		$384K Sell
4,019
-663
-14% -$59.2K 0.07% 114
2013
Q3 		$410K Sell
4,682
-155
-3% -$13.2K 0.08% 108
2013
Q2 		$379K Buy
+4,837
New +$360K 0.3% 70

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

Forvis Mazars Wealth Advisors's GD Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its General Dynamics (GD) stake by 2.2% in Q1 2026, buying an estimated $18.4K and bringing the position to 2,399 shares worth $823K. The position accounts for 0.02% of the portfolio, ranked #229.

Forvis Mazars Wealth Advisors first reported a position in GD in Q2 2013 and has held it in 52 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 2,399 shares of General Dynamics worth $823K as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 52 General Dynamics shares in Q1 2026, an estimated $18.4K.
  • General Dynamics made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #229 holding.
  • Forvis Mazars Wealth Advisors first reported a position in General Dynamics in Q2 2013 and has held it in 52 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.