WKWM
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Walter & Keenan Wealth Management’s General Dynamics GD Stock Holding History

Walter & Keenan 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
Q2 		$581K Sell
1,639
-87
-5% -$29.8K 0.14% 98
2026
Q1 		$592K Sell
1,726
-82
-5% -$29.1K 0.17% 93
2025
Q4 		$609K Buy
1,808
+105
+6% +$35.8K 0.16% 96
2025
Q3 		$581K Sell
1,703
-59
-3% -$18.6K 0.16% 98
2025
Q2 		$514K Sell
1,762
-70
-4% -$19.3K 0.15% 107
2025
Q1 		$499K Sell
1,832
-60
-3% -$15.6K 0.15% 108
2024
Q4 		$499K Sell
1,892
-4,661
-71% -$1.34M 0.15% 107
2024
Q3 		$1.98M Buy
6,553
+173
+3% +$50.8K 0.6% 48
2024
Q2 		$1.85M Buy
6,380
+147
+2% +$43.1K 0.59% 49
2024
Q1 		$1.76M Buy
6,233
+5,296
+565% +$1.42M 0.58% 50
2023
Q4 		$243K Buy
937
+2
+0.2% +$488 0.09% 131
2023
Q3 		$207K Buy
935
+3
+0.3% +$664 0.08% 133
2023
Q2 		$200K Buy
932
+3
+0.3% +$647 0.07% 139
2023
Q1 		$212K Buy
929
+3
+0.3% +$693 0.08% 135
2022
Q4 		$230K Buy
+926
New +$226K 0.09% 132
2018
Q3 		– Sell
-1,380
Closed -$257K – 175
2018
Q2 		$257K Hold
1,380
– – 0.11% 142
2018
Q1 		$305K Hold
1,380
– – 0.13% 129
2017
Q4 		$281K Buy
1,380
+80
+6% +$16.3K 0.12% 139
2017
Q3 		$267K Hold
1,300
– – 0.12% 136
2017
Q2 		$258K Hold
1,300
– – 0.13% 129
2017
Q1 		$243K Buy
+1,300
New +$240K 0.13% 126

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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 $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Walter & Keenan Wealth Management's GD Position: Q2 2026 in Review

Walter & Keenan Wealth Management reduced its General Dynamics (GD) stake by 5% in Q2 2026, selling an estimated $29.8K and leaving 1,639 shares worth $581K. The position accounts for 0.14% of the portfolio, ranked #98.

Walter & Keenan Wealth Management first reported a position in GD in Q1 2017 and has held it in 21 quarters since. The position peaked at $1.98M in Q3 2024. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Walter & Keenan Wealth Management held 1,639 shares of General Dynamics worth $581K as of Q2 2026.
  • Walter & Keenan Wealth Management sold 87 General Dynamics shares in Q2 2026, an estimated $29.8K.
  • General Dynamics made up 0.14% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Walter & Keenan Wealth Management first reported a position in General Dynamics in Q1 2017 and has held it in 21 quarters since.
  • Walter & Keenan Wealth Management's General Dynamics position peaked at $1.98M in Q3 2024.
  • 2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.