QFW
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QTR Family Wealth’s General Dynamics GD Stock Holding History

QTR Family Wealth’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 		$592K Sell
1,743
-4
-0.2% -$1.42K 0.25% 98
2025
Q4 		$627K Hold
1,747
– – 0.28% 84
2025
Q3 		$596K Buy
1,747
+915
+110% +$288K 0.28% 75
2025
Q2 		$243K Buy
+832
New +$229K 0.15% 145

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

QTR Family Wealth's GD Position: Q1 2026 in Review

QTR Family Wealth reduced its General Dynamics (GD) stake by 0.23% in Q1 2026, selling an estimated $1.42K and leaving 1,743 shares worth $592K. The position accounts for 0.25% of the portfolio, ranked #98.

QTR Family Wealth first reported a position in GD in Q2 2025 and has held it in 4 quarters since. The position peaked at $627K in Q4 2025. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • QTR Family Wealth held 1,743 shares of General Dynamics worth $592K as of Q1 2026.
  • QTR Family Wealth sold 4 General Dynamics shares in Q1 2026, an estimated $1.42K.
  • General Dynamics made up 0.25% of QTR Family Wealth's portfolio in Q1 2026, its #98 holding.
  • QTR Family Wealth first reported a position in General Dynamics in Q2 2025 and has held it in 4 quarters since.
  • QTR Family Wealth's General Dynamics position peaked at $627K in Q4 2025.
  • 2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.