IFWM
GD icon

Institute for Wealth Management’s General Dynamics GD Stock Holding History

Institute for Wealth Management’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 		$194K Sell
547
-48
-8% -$16.4K 0.02% 526
2026
Q1 		$204K Buy
+595
New +$211K 0.02% 525
2020
Q3 		– Sell
-2,788
Closed -$417K – 429
2020
Q2 		$417K Buy
2,788
+30
+1% +$4.24K 0.1% 271
2020
Q1 		$365K Sell
2,758
-29
-1% -$4.82K 0.11% 243
2019
Q4 		$491K Buy
2,787
+92
+3% +$16.5K 0.11% 254
2019
Q3 		$492K Sell
2,695
-12
-0.4% -$2.23K 0.12% 238
2019
Q2 		$492K Buy
2,707
+177
+7% +$30.5K 0.11% 256
2019
Q1 		$428K Buy
+2,530
New +$426K 0.09% 269
2017
Q3 		– Sell
-1,093
Closed -$219K – 298
2017
Q2 		$219K Buy
+1,093
New +$214K 0.06% 361

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's GD Position: Q2 2026 in Review

Institute for Wealth Management reduced its General Dynamics (GD) stake by 8.1% in Q2 2026, selling an estimated $16.4K and leaving 547 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #526.

Institute for Wealth Management first reported a position in GD in Q2 2017 and has held it in 9 quarters since. The position peaked at $492K in Q3 2019. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Institute for Wealth Management held 547 shares of General Dynamics worth $194K as of Q2 2026.
  • Institute for Wealth Management sold 48 General Dynamics shares in Q2 2026, an estimated $16.4K.
  • General Dynamics made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #526 holding.
  • Institute for Wealth Management first reported a position in General Dynamics in Q2 2017 and has held it in 9 quarters since.
  • Institute for Wealth Management's General Dynamics position peaked at $492K in Q3 2019.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.