WealthTrust Axiom’s General Dynamics GD Stock Holding History

WealthTrust Axiom’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	$337K	Sell	951 -56	-6%	-$19.2K	0.08%	210
2026 Q1	$346K	Buy	1,007 +31	+3%	+$11K	0.09%	183
2025 Q4	$329K	Hold	976	–	–	0.08%	187
2025 Q3	$333K	Buy	+976	New	+$308K	0.09%	181
2024 Q4	–	Sell	-667	Closed	-$202K	–	262
2024 Q3	$202K	Sell	667 -200	-23%	-$58.8K	0.06%	236
2024 Q2	$252K	Hold	867	–	–	0.08%	196
2024 Q1	$245K	Hold	867	–	–	0.08%	203
2023 Q4	$225K	Buy	+867	New	+$212K	0.08%	206
2023 Q1	–	Sell	-856	Closed	-$212K	–	255
2022 Q4	$212K	Buy	+856	New	+$209K	0.07%	201
2022 Q2	–	Sell	-856	Closed	-$206K	–	259
2022 Q1	$206K	Buy	+856	New	+$190K	0.06%	226
2019 Q4	–	Sell	-1,108	Closed	-$202K	–	238
2019 Q3	$202K	Hold	1,108	–	–	0.07%	200
2019 Q2	$201K	Buy	+1,108	New	+$191K	0.07%	202
2018 Q4	–	Sell	-1,108	Closed	-$226K	–	221
2018 Q3	$226K	Hold	1,108	–	–	0.08%	195
2018 Q2	$206K	Hold	1,108	–	–	0.07%	199
2018 Q1	$244K	Buy	1,108 +100	+10%	+$21.8K	0.09%	181
2017 Q4	$204K	Buy	1,008 +1	+0.1%	+$204	0.08%	197
2017 Q3	$207K	Buy	+1,007	New	+$202K	0.08%	192

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthTrust Axiom's GD Position: Q2 2026 in Review

WealthTrust Axiom reduced its General Dynamics (GD) stake by 5.6% in Q2 2026, selling an estimated $19.2K and leaving 951 shares worth $337K. The position accounts for 0.08% of the portfolio, ranked #210.

WealthTrust Axiom first reported a position in GD in Q3 2017 and has held it in 17 quarters since. The position peaked at $346K in Q1 2026. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

WealthTrust Axiom held 951 shares of General Dynamics worth $337K as of Q2 2026.
WealthTrust Axiom sold 56 General Dynamics shares in Q2 2026, an estimated $19.2K.
General Dynamics made up 0.08% of WealthTrust Axiom's portfolio in Q2 2026, its #210 holding.
WealthTrust Axiom first reported a position in General Dynamics in Q3 2017 and has held it in 17 quarters since.
WealthTrust Axiom's General Dynamics position peaked at $346K in Q1 2026.
2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.