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WBH Advisory’s General Dynamics GD Stock Holding History

WBH Advisory’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 		$432K Buy
1,231
+36
+3% +$12.8K 0.03% 250
2025
Q4 		$402K Hold
1,195
– – 0.03% 253
2025
Q3 		$407K Buy
1,195
+167
+16% +$52.6K 0.03% 255
2025
Q2 		$300K Buy
1,028
+200
+24% +$55K 0.03% 287
2025
Q1 		$226K Hold
828
– – 0.02% 306
2024
Q4 		$218K Hold
828
– – 0.02% 303
2024
Q3 		$250K Sell
828
-1
-0.1% -$294 0.02% 289
2024
Q2 		$241K Buy
829
+8
+1% +$2.34K 0.02% 282
2024
Q1 		$232K Buy
+821
New +$220K 0.02% 289
2019
Q4 		– Sell
-1,421
Closed -$259K – 245
2019
Q3 		$259K Buy
1,421
+300
+27% +$55.7K 0.06% 215
2019
Q2 		$208K Sell
1,121
-150
-12% -$25.8K 0.05% 224
2019
Q1 		$215K Sell
1,271
-250
-16% -$42.1K 0.05% 221
2018
Q4 		$239 Sell
1,521
-445
-23% -$79.7K 0.06% 207
2018
Q3 		$402K Hold
1,966
– – 0.1% 171
2018
Q2 		$366K Buy
1,966
+50
+3% +$10.2K 0.09% 171
2018
Q1 		$423K Buy
1,916
+25
+1% +$5.44K 0.12% 159
2017
Q4 		$384K Hold
1,891
– – 0.1% 168
2017
Q3 		$388K Buy
1,891
+50
+3% +$10K 0.11% 162
2017
Q2 		$364K Hold
1,841
– – 0.1% 158
2017
Q1 		$344K Buy
1,841
+300
+19% +$55.5K 0.1% 169
2016
Q4 		$266K Hold
1,541
– – 0.09% 190
2016
Q3 		$239K Hold
1,541
– – 0.08% 192
2016
Q2 		$214K Hold
1,541
– – 0.08% 184
2016
Q1 		$202K Hold
1,541
– – 0.07% 190
2015
Q4 		$211 Hold
1,541
– – 0.07% 188
2015
Q3 		$212K Buy
+1,541
New +$223K 0.09% 180

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

WBH Advisory's GD Position: Q1 2026 in Review

WBH Advisory increased its General Dynamics (GD) stake by 3% in Q1 2026, buying an estimated $12.8K and bringing the position to 1,231 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #250.

WBH Advisory first reported a position in GD in Q3 2015 and has held it in 26 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • WBH Advisory held 1,231 shares of General Dynamics worth $432K as of Q1 2026.
  • WBH Advisory bought 36 General Dynamics shares in Q1 2026, an estimated $12.8K.
  • General Dynamics made up 0.03% of WBH Advisory's portfolio in Q1 2026, its #250 holding.
  • WBH Advisory first reported a position in General Dynamics in Q3 2015 and has held it in 26 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.