Smith & Howard Wealth Management’s General Dynamics GD Stock Holding History

Smith & Howard 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	$343K	Hold	1,000	–	–	0.07%	59
2025 Q4	$337K	Hold	1,000	–	–	0.08%	61
2025 Q3	$341K	Buy	+1,000	New	+$315K	0.08%	58
2018 Q4	–	Sell	-1,000	Closed	-$205K	–	59
2018 Q3	$205K	Buy	+1,000	New	+$196K	0.09%	47
2018 Q2	–	Sell	-1,000	Closed	-$221K	–	49
2018 Q1	$221K	Hold	1,000	–	–	0.1%	43
2017 Q4	$203K	Hold	1,000	–	–	0.1%	39
2017 Q3	$206K	Buy	+1,000	New	+$200K	0.1%	41
2016 Q1	–	Sell	-1,855	Closed	-$255K	–	65
2015 Q4	$255K	Hold	1,855	–	–	0.12%	49
2015 Q3	$256K	Sell	1,855 -1,070	-37%	-$155K	0.12%	39
2015 Q2	$414K	Hold	2,925	–	–	0.18%	32
2015 Q1	$397K	Buy	2,925 +85	+3%	+$11.7K	0.17%	32
2014 Q4	$391K	Hold	2,840	–	–	0.19%	29
2014 Q3	$361K	Hold	2,840	–	–	0.19%	27
2014 Q2	$331K	Hold	2,840	–	–	0.17%	28
2014 Q1	$309K	Hold	2,840	–	–	0.17%	27
2013 Q4	$271K	Buy	2,840 +280	+11%	+$25K	0.15%	28
2013 Q3	$224K	Sell	2,560 -400	-14%	-$34K	0.13%	33
2013 Q2	$232K	Buy	+2,960	New	+$220K	0.15%	31

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

Smith & Howard Wealth Management's GD Position: Q1 2026 in Review

Smith & Howard Wealth Management held its General Dynamics (GD) position steady in Q1 2026 at 1,000 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #59.

Smith & Howard Wealth Management first reported a position in GD in Q2 2013 and has held it in 18 quarters since. The position peaked at $414K in Q2 2015. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Smith & Howard Wealth Management held 1,000 shares of General Dynamics worth $343K as of Q1 2026.
Smith & Howard Wealth Management left its General Dynamics share count unchanged in Q1 2026.
General Dynamics made up 0.07% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #59 holding.
Smith & Howard Wealth Management first reported a position in General Dynamics in Q2 2013 and has held it in 18 quarters since.
Smith & Howard Wealth Management's General Dynamics position peaked at $414K in Q2 2015.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.