SWM
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SHP Wealth Management’s General Dynamics GD Stock Holding History

SHP 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 		$617K Buy
1,796
+1
+0.1% +$355 0.05% 129
2025
Q4 		$605K Buy
+1,795
New +$612K 0.05% 128

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SHP Wealth Management increased its General Dynamics (GD) stake by 0.06% in Q1 2026, buying an estimated $355 and bringing the position to 1,796 shares worth $617K. The position accounts for 0.05% of the portfolio, ranked #129.

SHP Wealth Management first reported a position in GD in Q4 2025 and has held it in 2 quarters since. 2,214 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • SHP Wealth Management held 1,796 shares of General Dynamics worth $617K as of Q1 2026.
  • SHP Wealth Management bought 1 General Dynamics share in Q1 2026, an estimated $355.
  • General Dynamics made up 0.05% of SHP Wealth Management's portfolio in Q1 2026, its #129 holding.
  • SHP Wealth Management first reported a position in General Dynamics in Q4 2025 and has held it in 2 quarters since.
  • 2,214 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.