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Mowery & Schoenfeld Wealth Management’s General Dynamics GD Stock Holding History

Mowery & Schoenfeld 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 		$32.6K Sell
95
-60
-39% -$21.3K 0.05% 149
2025
Q4 		$52.2K Buy
155
+79
+104% +$26.9K 0.08% 134
2025
Q3 		$25.9K Hold
76
– – 0.04% 157
2025
Q2 		$22.2K Hold
76
– – 0.03% 167
2025
Q1 		$20.7K Sell
76
-56
-42% -$14.6K 0.04% 204
2024
Q4 		$34.8K Buy
132
+56
+74% +$16.1K 0.07% 137
2024
Q3 		$23K Buy
76
+75
+7,500% +$22K 0.04% 146
2024
Q2 		$291 Hold
1
– – ﹤0.01% 205
2024
Q1 		$283 Hold
1
– – ﹤0.01% 154
2023
Q4 		$260 Buy
+1
New +$244 ﹤0.01% 165

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

Mowery & Schoenfeld Wealth Management's GD Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its General Dynamics (GD) stake by 39% in Q1 2026, selling an estimated $21.3K and leaving 95 shares worth $32.6K. The position accounts for 0.05% of the portfolio, ranked #149.

Mowery & Schoenfeld Wealth Management first reported a position in GD in Q4 2023 and has held it in 10 quarters since. The position peaked at $52.2K in Q4 2025. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 95 shares of General Dynamics worth $32.6K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 60 General Dynamics shares in Q1 2026, an estimated $21.3K.
  • General Dynamics made up 0.05% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #149 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in General Dynamics in Q4 2023 and has held it in 10 quarters since.
  • Mowery & Schoenfeld Wealth Management's General Dynamics position peaked at $52.2K in Q4 2025.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.