SFMG Wealth Advisors’s General Dynamics GD Stock Holding History

SFMG Wealth Advisors’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	$216K	Hold	630	–	–	0.01%	282
2025 Q4	$212K	Hold	630	–	–	0.01%	281
2025 Q3	$215K	Buy	+630	New	+$199K	0.01%	271
2019 Q4	–	Sell	-1,142	Closed	-$209K	–	173
2019 Q3	$209K	Sell	1,142 -100	-8%	-$18.6K	0.03%	144
2019 Q2	$236K	Buy	+1,242	New	+$214K	0.03%	131
2018 Q4	–	Sell	-1,178	Closed	-$208K	–	140
2018 Q3	$208K	Hold	1,178	–	–	0.03%	131
2018 Q2	$220K	Buy	1,178 +171	+17%	+$35K	0.04%	137
2018 Q1	$222K	Hold	1,007	–	–	0.04%	129
2017 Q4	$205K	Buy	+1,007	New	+$206K	0.03%	133

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SFMG Wealth Advisors's GD Position: Q1 2026 in Review

SFMG Wealth Advisors held its General Dynamics (GD) position steady in Q1 2026 at 630 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #282.

SFMG Wealth Advisors first reported a position in GD in Q4 2017 and has held it in 9 quarters since. The position peaked at $236K in Q2 2019. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

SFMG Wealth Advisors held 630 shares of General Dynamics worth $216K as of Q1 2026.
SFMG Wealth Advisors left its General Dynamics share count unchanged in Q1 2026.
General Dynamics made up 0.01% of SFMG Wealth Advisors's portfolio in Q1 2026, its #282 holding.
SFMG Wealth Advisors first reported a position in General Dynamics in Q4 2017 and has held it in 9 quarters since.
SFMG Wealth Advisors's General Dynamics position peaked at $236K in Q2 2019.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.