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McKinley Carter Wealth Services’s General Dynamics GD Stock Holding History

McKinley Carter 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 		$7.81M Buy
22,756
+2,900
+15% +$1.03M 0.45% 58
2025
Q4 		$6.68M Buy
19,856
+11,621
+141% +$3.96M 0.37% 64
2025
Q3 		$2.81M Buy
8,235
+724
+10% +$228K 0.15% 106
2025
Q2 		$2.19M Sell
7,511
-5
-0.1% -$1.38K 0.12% 111
2025
Q1 		$2.05M Buy
7,516
+348
+5% +$90.5K 0.13% 109
2024
Q4 		$1.89M Sell
7,168
-3
-0% -$864 0.12% 113
2024
Q3 		$2.17M Buy
7,171
+263
+4% +$77.3K 0.13% 111
2024
Q2 		$2M Sell
6,908
-95
-1% -$27.8K 0.13% 112
2024
Q1 		$1.98M Sell
7,003
-23
-0.3% -$6.15K 0.13% 108
2023
Q4 		$1.82M Buy
7,026
+524
+8% +$128K 0.13% 105
2023
Q3 		$1.44M Sell
6,502
-70
-1% -$15.5K 0.11% 125
2023
Q2 		$1.41M Buy
6,572
+798
+14% +$172K 0.11% 130
2023
Q1 		$1.32M Buy
+5,774
New +$1.33M 0.1% 130
2020
Q2 		– Sell
-4,989
Closed -$660K – 140
2020
Q1 		$660K Sell
4,989
-824
-14% -$137K 0.2% 80
2019
Q4 		$1.02M Buy
5,813
+737
+15% +$132K 0.24% 77
2019
Q3 		$927K Buy
5,076
+306
+6% +$56.8K 0.24% 79
2019
Q2 		$867K Sell
4,770
-204
-4% -$35.1K 0.23% 78
2019
Q1 		$842K Buy
4,974
+567
+13% +$95.5K 0.24% 80
2018
Q4 		$693K Buy
4,407
+2,040
+86% +$366K 0.23% 86
2018
Q3 		$485K Sell
2,367
-112
-5% -$21.9K 0.14% 102
2018
Q2 		$462K Buy
2,479
+632
+34% +$129K 0.15% 100
2018
Q1 		$408K Buy
1,847
+578
+46% +$126K 0.13% 107
2017
Q4 		$258K Buy
+1,269
New +$259K 0.09% 137

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

McKinley Carter Wealth Services's GD Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its General Dynamics (GD) stake by 15% in Q1 2026, buying an estimated $1.03M and bringing the position to 22,756 shares worth $7.81M. The position accounts for 0.45% of the portfolio, ranked #58.

McKinley Carter Wealth Services first reported a position in GD in Q4 2017 and has held it in 23 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • McKinley Carter Wealth Services held 22,756 shares of General Dynamics worth $7.81M as of Q1 2026.
  • McKinley Carter Wealth Services bought 2,900 General Dynamics shares in Q1 2026, an estimated $1.03M.
  • General Dynamics made up 0.45% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #58 holding.
  • McKinley Carter Wealth Services first reported a position in General Dynamics in Q4 2017 and has held it in 23 quarters since.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.