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FSM Wealth Advisors’s General Dynamics GD Stock Holding History

FSM 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
Q2 		$225K Buy
634
+25
+4% +$8.56K 0.02% 318
2026
Q1 		$209K Sell
609
-60
-9% -$21.3K 0.03% 307
2025
Q4 		$225K Buy
669
+34
+5% +$11.6K 0.03% 286
2025
Q3 		$217K Buy
+635
New +$200K 0.03% 304

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

FSM Wealth Advisors's GD Position: Q2 2026 in Review

FSM Wealth Advisors increased its General Dynamics (GD) stake by 4.1% in Q2 2026, buying an estimated $8.56K and bringing the position to 634 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #318.

FSM Wealth Advisors first reported a position in GD in Q3 2025 and has held it in 4 quarters since. The position peaked at $225K in Q4 2025. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • FSM Wealth Advisors held 634 shares of General Dynamics worth $225K as of Q2 2026.
  • FSM Wealth Advisors bought 25 General Dynamics shares in Q2 2026, an estimated $8.56K.
  • General Dynamics made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #318 holding.
  • FSM Wealth Advisors first reported a position in General Dynamics in Q3 2025 and has held it in 4 quarters since.
  • FSM Wealth Advisors's General Dynamics position peaked at $225K in Q4 2025.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.