Keystone Wealth Services’s General Dynamics GD Stock Holding History

Keystone Wealth Services’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	$237K	Buy	691 +2	+0.3%	+$709	0.05%	272
2025 Q4	$232K	Sell	689 -4	-0.6%	-$1.36K	0.05%	230
2025 Q3	$236K	Hold	693	–	–	0.05%	267
2025 Q2	$202K	Buy	+693	New	+$191K	0.05%	275
2024 Q1	–	Sell	-1,148	Closed	-$298K	–	225
2023 Q4	$298K	Sell	1,148 -104	-8%	-$25.4K	0.1%	171
2023 Q3	$277K	Buy	+1,252	New	+$277K	0.11%	167

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Keystone Wealth Services's GD Position: Q1 2026 in Review

Keystone Wealth Services increased its General Dynamics (GD) stake by 0.29% in Q1 2026, buying an estimated $709 and bringing the position to 691 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #272.

Keystone Wealth Services first reported a position in GD in Q3 2023 and has held it in 6 quarters since. The position peaked at $298K in Q4 2023. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Keystone Wealth Services held 691 shares of General Dynamics worth $237K as of Q1 2026.
Keystone Wealth Services bought 2 General Dynamics shares in Q1 2026, an estimated $709.
General Dynamics made up 0.05% of Keystone Wealth Services's portfolio in Q1 2026, its #272 holding.
Keystone Wealth Services first reported a position in General Dynamics in Q3 2023 and has held it in 6 quarters since.
Keystone Wealth Services's General Dynamics position peaked at $298K in Q4 2023.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.