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LMG Wealth Partners’s General Dynamics GD Stock Holding History

LMG Wealth Partners’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 		$295K Hold
860
– – 0.05% 133
2025
Q4 		$290K Hold
860
– – 0.05% 131
2025
Q3 		$293K Hold
860
– – 0.05% 130
2025
Q2 		$251K Hold
860
– – 0.05% 129
2025
Q1 		$234K Hold
860
– – 0.05% 118
2024
Q4 		$227K Hold
860
– – 0.05% 122
2024
Q3 		$260K Hold
860
– – 0.06% 111
2024
Q2 		$250K Hold
860
– – 0.06% 109
2024
Q1 		$243K Hold
860
– – 0.06% 112
2023
Q4 		$223K Buy
+860
New +$210K 0.06% 99
2023
Q1 		– Sell
-871
Closed -$210K – 108
2022
Q4 		$210K Buy
+871
New +$212K 0.07% 103

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

LMG Wealth Partners's GD Position: Q1 2026 in Review

LMG Wealth Partners held its General Dynamics (GD) position steady in Q1 2026 at 860 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #133.

LMG Wealth Partners first reported a position in GD in Q4 2022 and has held it in 11 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • LMG Wealth Partners held 860 shares of General Dynamics worth $295K as of Q1 2026.
  • LMG Wealth Partners left its General Dynamics share count unchanged in Q1 2026.
  • General Dynamics made up 0.05% of LMG Wealth Partners's portfolio in Q1 2026, its #133 holding.
  • LMG Wealth Partners first reported a position in General Dynamics in Q4 2022 and has held it in 11 quarters since.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.