VWM
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Valley Wealth Managers’s General Dynamics GD Stock Holding History

Valley Wealth Managers’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 		$4.91M Buy
14,294
+68
+0.5% +$24.1K 0.32% 69
2025
Q4 		$4.79M Buy
14,226
+66
+0.5% +$22.5K 0.31% 69
2025
Q3 		$4.83M Buy
14,160
+186
+1% +$58.6K 0.32% 65
2025
Q2 		$4.08M Buy
13,974
+440
+3% +$121K 0.29% 79
2025
Q1 		$3.69M Buy
13,534
+228
+2% +$59.3K 0.28% 87
2024
Q4 		$3.51M Sell
13,306
-1,309
-9% -$377K 0.26% 83
2024
Q3 		$4.42M Sell
14,615
-421
-3% -$124K 0.33% 72
2024
Q2 		$4.36M Sell
15,036
-2,240
-13% -$656K 0.35% 61
2024
Q1 		$4.88M Sell
17,276
-1,959
-10% -$524K 0.37% 63
2023
Q4 		$4.99M Sell
19,235
-1,009
-5% -$246K 0.39% 60
2023
Q3 		$4.47M Sell
20,244
-600
-3% -$133K 0.37% 66
2023
Q2 		$4.48M Buy
20,844
+72
+0.3% +$15.5K 0.4% 59
2023
Q1 		$4.74M Buy
20,772
+122
+0.6% +$28.2K 0.43% 59
2022
Q4 		$5.12M Sell
20,650
-261
-1% -$63.7K 0.48% 53
2022
Q3 		$4.44M Sell
20,911
-221
-1% -$49.9K 0.44% 54
2022
Q2 		$4.67M Buy
21,132
+579
+3% +$133K 0.44% 53
2022
Q1 		$4.96M Buy
20,553
+76
+0.4% +$16.9K 0.41% 53
2021
Q4 		$4.27M Sell
20,477
-118
-0.6% -$23.8K 0.34% 67
2021
Q3 		$4.04M Buy
20,595
+161
+0.8% +$31.5K 0.35% 61
2021
Q2 		$3.85M Buy
20,434
+1,252
+7% +$236K 0.33% 67
2021
Q1 		$3.48M Buy
+19,182
New +$3.13M 0.31% 69

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

Valley Wealth Managers's GD Position: Q1 2026 in Review

Valley Wealth Managers increased its General Dynamics (GD) stake by 0.48% in Q1 2026, buying an estimated $24.1K and bringing the position to 14,294 shares worth $4.91M. The position accounts for 0.32% of the portfolio, ranked #69.

Valley Wealth Managers first reported a position in GD in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.12M in Q4 2022. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Valley Wealth Managers held 14,294 shares of General Dynamics worth $4.91M as of Q1 2026.
  • Valley Wealth Managers bought 68 General Dynamics shares in Q1 2026, an estimated $24.1K.
  • General Dynamics made up 0.32% of Valley Wealth Managers's portfolio in Q1 2026, its #69 holding.
  • Valley Wealth Managers first reported a position in General Dynamics in Q1 2021 and has held it in 21 quarters since.
  • Valley Wealth Managers's General Dynamics position peaked at $5.12M in Q4 2022.
  • 2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.