WAOTB
GD icon

Wealth Advisors of Tampa Bay’s General Dynamics GD Stock Holding History

Wealth Advisors of Tampa Bay’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 		$3.23M Sell
9,411
-110
-1% -$39K 1.07% 35
2025
Q4 		$3.21M Sell
9,521
-620
-6% -$211K 1.11% 35
2025
Q3 		$3.46M Hold
10,141
– – 1.15% 38
2025
Q2 		$2.96M Buy
10,141
+125
+1% +$34.4K 1.12% 36
2025
Q1 		$2.73M Buy
10,016
+473
+5% +$123K 1.11% 37
2024
Q4 		$2.51M Buy
9,543
+1,221
+15% +$352K 1.08% 33
2024
Q3 		$2.51M Sell
8,322
-121
-1% -$35.6K 1.05% 37
2024
Q2 		$2.45M Sell
8,443
-70
-0.8% -$20.5K 1.14% 34
2024
Q1 		$2.4M Sell
8,513
-190
-2% -$50.8K 1.14% 36
2023
Q4 		$2.26M Sell
8,703
-8,353
-49% -$2.04M 1.14% 38
2023
Q3 		$3.77M Buy
17,056
+8,553
+101% +$1.89M 1.04% 40
2023
Q2 		$1.83M Buy
8,503
+15
+0.2% +$3.24K 1% 42
2023
Q1 		$1.94M Sell
8,488
-250
-3% -$57.8K 1.11% 39
2022
Q4 		$2.17M Sell
8,738
-343
-4% -$83.7K 1.34% 37
2022
Q3 		$1.93M Sell
9,081
-9,171
-50% -$2.07M 1.32% 34
2022
Q2 		$4.04M Sell
18,252
-58
-0.3% -$13.3K 1.25% 34
2022
Q1 		$4.42M Sell
18,310
-140
-0.8% -$31.1K 1.19% 38
2021
Q4 		$3.85M Buy
18,450
+9,660
+110% +$1.95M 0.94% 48
2021
Q3 		$1.72M Sell
8,790
-215
-2% -$42.1K 0.95% 50
2021
Q2 		$1.7M Buy
9,005
+2,200
+32% +$415K 0.94% 50
2021
Q1 		$1.24M Sell
6,805
-231
-3% -$37.7K 0.73% 57
2020
Q4 		$1.05M Sell
7,036
-4,930
-41% -$721K 0.73% 50
2020
Q3 		$1.66M Hold
11,966
– – 1.23% 38
2020
Q2 		$1.79M Buy
11,966
+3,686
+45% +$520K 1.49% 33
2020
Q1 		$1.1M Buy
8,280
+4,340
+110% +$721K 1.23% 34
2019
Q4 		$695K Sell
3,940
-3,970
-50% -$713K 0.64% 44
2019
Q3 		$1.45M Sell
7,910
-525
-6% -$97.5K 1.2% 39
2019
Q2 		$1.53M Buy
8,435
+395
+5% +$68K 1.11% 39
2019
Q1 		$1.36M Hold
8,040
– – 0.99% 42
2018
Q4 		$1.26M Buy
8,040
+235
+3% +$42.1K 1.03% 38
2018
Q3 		$1.59M Buy
+7,805
New +$1.53M 1.12% 38

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

Wealth Advisors of Tampa Bay's GD Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay reduced its General Dynamics (GD) stake by 1.2% in Q1 2026, selling an estimated $39K and leaving 9,411 shares worth $3.23M. The position accounts for 1.07% of the portfolio, ranked #35.

Wealth Advisors of Tampa Bay first reported a position in GD in Q3 2018 and has held it in 31 quarters since. The position peaked at $4.42M in Q1 2022. 2,210 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 9,411 shares of General Dynamics worth $3.23M as of Q1 2026.
  • Wealth Advisors of Tampa Bay sold 110 General Dynamics shares in Q1 2026, an estimated $39K.
  • General Dynamics made up 1.07% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #35 holding.
  • Wealth Advisors of Tampa Bay first reported a position in General Dynamics in Q3 2018 and has held it in 31 quarters since.
  • Wealth Advisors of Tampa Bay's General Dynamics position peaked at $4.42M in Q1 2022.
  • 2,210 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.