IWA
GD icon

Icon Wealth Advisors’s General Dynamics GD Stock Holding History

Icon 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 		$3.16M Sell
8,910
-7
-0.1% -$2.4K 0.19% 81
2026
Q1 		$3.02M Buy
8,917
+1,754
+24% +$622K 0.2% 79
2025
Q4 		$2.41M Buy
7,163
+1,338
+23% +$456K 0.16% 98
2025
Q3 		$1.99M Buy
5,825
+2,432
+72% +$767K 0.13% 114
2025
Q2 		$989K Buy
3,393
+49
+1% +$13.5K 0.07% 168
2025
Q1 		$911K Buy
3,344
+52
+2% +$13.5K 0.08% 156
2024
Q4 		$867K Buy
3,292
+16
+0.5% +$4.61K 0.07% 158
2024
Q3 		$990K Buy
3,276
+118
+4% +$34.7K 0.08% 148
2024
Q2 		$943K Buy
3,158
+970
+44% +$284K 0.08% 151
2024
Q1 		$618K Buy
2,188
+1,668
+321% +$446K 0.06% 182
2023
Q4 		$135K Buy
+520
New +$127K 0.01% 379
2022
Q4 		– Sell
-541
Closed -$115K – 365
2022
Q3 		$115K Buy
+541
New +$122K 0.01% 379

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

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

Icon Wealth Advisors reduced its General Dynamics (GD) stake by 0.08% in Q2 2026, selling an estimated $2.4K and leaving 8,910 shares worth $3.16M. The position accounts for 0.19% of the portfolio, ranked #81.

Icon Wealth Advisors first reported a position in GD in Q3 2022 and has held it in 12 quarters since. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Icon Wealth Advisors held 8,910 shares of General Dynamics worth $3.16M as of Q2 2026.
  • Icon Wealth Advisors sold 7 General Dynamics shares in Q2 2026, an estimated $2.4K.
  • General Dynamics made up 0.19% of Icon Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Icon Wealth Advisors first reported a position in General Dynamics in Q3 2022 and has held it in 12 quarters since.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.