MWM
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Moran Wealth Management’s General Dynamics GD Stock Holding History

Moran 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
Q1 		$9.43M Sell
27,486
-586
-2% -$208K 0.29% 115
2025
Q4 		$9.45M Sell
28,072
-1,673
-6% -$571K 0.29% 110
2025
Q3 		$10.1M Sell
29,745
-894
-3% -$282K 0.31% 105
2025
Q2 		$8.94M Sell
30,639
-2,137
-7% -$588K 0.28% 115
2025
Q1 		$8.93M Sell
32,776
-24,995
-43% -$6.5M 0.3% 110
2024
Q4 		$15.2M Buy
57,771
+6
+0% +$1.73K 0.49% 68
2024
Q3 		$17.5M Sell
57,765
-919
-2% -$270K 0.54% 59
2024
Q2 		$17M Sell
58,684
-74
-0.1% -$21.7K 0.56% 55
2024
Q1 		$16.6M Buy
58,758
+8,577
+17% +$2.29M 0.54% 60
2023
Q4 		$13M Sell
50,181
-1,425
-3% -$348K 0.46% 73
2023
Q3 		$11.4M Sell
51,606
-9,367
-15% -$2.07M 0.44% 84
2023
Q2 		$13.1M Sell
60,973
-7,589
-11% -$1.64M 0.49% 74
2023
Q1 		$15.6M Buy
68,562
+2,437
+4% +$563K 0.59% 63
2022
Q4 		$16.4M Buy
+66,125
New +$16.1M 0.62% 45

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

Moran Wealth Management's GD Position: Q1 2026 in Review

Moran Wealth Management reduced its General Dynamics (GD) stake by 2.1% in Q1 2026, selling an estimated $208K and leaving 27,486 shares worth $9.43M. The position accounts for 0.29% of the portfolio, ranked #115.

Moran Wealth Management first reported a position in GD in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.5M in Q3 2024. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Moran Wealth Management held 27,486 shares of General Dynamics worth $9.43M as of Q1 2026.
  • Moran Wealth Management sold 586 General Dynamics shares in Q1 2026, an estimated $208K.
  • General Dynamics made up 0.29% of Moran Wealth Management's portfolio in Q1 2026, its #115 holding.
  • Moran Wealth Management first reported a position in General Dynamics in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's General Dynamics position peaked at $17.5M in Q3 2024.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.