Obermeyer Wealth Partners’s General Dynamics GD Stock Holding History

Obermeyer 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 Q2	$347K	Sell	980 -125	-11%	-$42.8K	0.01%	229
2026 Q1	$379K	Hold	1,105	–	–	0.02%	201
2025 Q4	$372K	Buy	1,105 +94	+9%	+$32.1K	0.02%	208
2025 Q3	$345K	Hold	1,011	–	–	0.02%	214
2025 Q2	$295K	Sell	1,011 -2	-0.2%	-$550	0.01%	222
2025 Q1	$276K	Buy	1,013 +40	+4%	+$10.4K	0.01%	213
2024 Q4	$256K	Buy	973 +114	+13%	+$32.8K	0.01%	221
2024 Q3	$260K	Sell	859 -5	-0.6%	-$1.47K	0.01%	219
2024 Q2	$251K	Hold	864	–	–	0.01%	208
2024 Q1	$244K	Buy	+864	New	+$231K	0.01%	215
2018 Q4	–	Sell	-1,080	Closed	-$221K	–	114
2018 Q3	$221K	Hold	1,080	–	–	0.02%	115
2018 Q2	$201K	Sell	1,080 -100	-8%	-$20.5K	0.02%	113
2018 Q1	$261K	Hold	1,180	–	–	0.02%	99
2017 Q4	$240K	Hold	1,180	–	–	0.02%	110
2017 Q3	$243K	Sell	1,180 -30	-2%	-$6.01K	0.02%	105
2017 Q2	$240K	Buy	1,210 +30	+3%	+$5.88K	0.02%	111
2017 Q1	$221K	Hold	1,180	–	–	0.02%	121
2016 Q4	$204K	Buy	+1,180	New	+$193K	0.02%	127

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Obermeyer Wealth Partners's GD Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its General Dynamics (GD) stake by 11% in Q2 2026, selling an estimated $42.8K and leaving 980 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #229.

Obermeyer Wealth Partners first reported a position in GD in Q4 2016 and has held it in 18 quarters since. The position peaked at $379K in Q1 2026. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Obermeyer Wealth Partners held 980 shares of General Dynamics worth $347K as of Q2 2026.
Obermeyer Wealth Partners sold 125 General Dynamics shares in Q2 2026, an estimated $42.8K.
General Dynamics made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #229 holding.
Obermeyer Wealth Partners first reported a position in General Dynamics in Q4 2016 and has held it in 18 quarters since.
Obermeyer Wealth Partners's General Dynamics position peaked at $379K in Q1 2026.
2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.