GWMIA
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Global Wealth Management Investment Advisory’s General Dynamics GD Stock Holding History

Global Wealth Management Investment Advisory’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 		$4.55M Buy
13,271
+107
+0.8% +$38K 0.71% 55
2025
Q4 		$4.43M Buy
13,164
+130
+1% +$44.3K 0.71% 51
2025
Q3 		$4.44M Sell
13,034
-2,739
-17% -$863K 0.75% 50
2025
Q2 		$4.6M Sell
15,773
-749
-5% -$206K 0.86% 40
2025
Q1 		$4.5M Buy
16,522
+1,704
+11% +$443K 0.9% 37
2024
Q4 		$3.9M Buy
14,818
+869
+6% +$250K 0.8% 42
2024
Q3 		$4.22M Buy
13,949
+317
+2% +$93.2K 0.91% 38
2024
Q2 		$3.96M Buy
13,632
+453
+3% +$133K 0.92% 38
2024
Q1 		$3.72M Buy
13,179
+165
+1% +$44.1K 0.91% 39
2023
Q4 		$3.38M Buy
13,014
+205
+2% +$50K 0.87% 41
2023
Q3 		$2.83M Buy
12,809
+1,229
+11% +$272K 0.79% 45
2023
Q2 		$2.49M Buy
11,580
+421
+4% +$90.8K 0.68% 54
2023
Q1 		$2.55M Buy
11,159
+701
+7% +$162K 0.77% 51
2022
Q4 		$2.59M Buy
+10,458
New +$2.55M 0.84% 50
2020
Q3 		– Sell
-30
Closed -$4K – 509
2020
Q2 		$4K Buy
+30
New +$4.24K ﹤0.01% 451
2019
Q4 		– Sell
-13
Closed -$2K – 662
2019
Q3 		$2K Hold
13
– – ﹤0.01% 514
2019
Q2 		$2K Hold
13
– – ﹤0.01% 563
2019
Q1 		$2K Hold
13
– – ﹤0.01% 548
2018
Q4 		$2K Buy
+13
New +$2.33K ﹤0.01% 581

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

Global Wealth Management Investment Advisory's GD Position: Q1 2026 in Review

Global Wealth Management Investment Advisory increased its General Dynamics (GD) stake by 0.81% in Q1 2026, buying an estimated $38K and bringing the position to 13,271 shares worth $4.55M. The position accounts for 0.71% of the portfolio, ranked #55.

Global Wealth Management Investment Advisory first reported a position in GD in Q4 2018 and has held it in 19 quarters since. The position peaked at $4.6M in Q2 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Global Wealth Management Investment Advisory held 13,271 shares of General Dynamics worth $4.55M as of Q1 2026.
  • Global Wealth Management Investment Advisory bought 107 General Dynamics shares in Q1 2026, an estimated $38K.
  • General Dynamics made up 0.71% of Global Wealth Management Investment Advisory's portfolio in Q1 2026, its #55 holding.
  • Global Wealth Management Investment Advisory first reported a position in General Dynamics in Q4 2018 and has held it in 19 quarters since.
  • Global Wealth Management Investment Advisory's General Dynamics position peaked at $4.6M in Q2 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.