Welch & Forbes’s General Dynamics GD Stock Holding History

Welch & Forbes’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	$1.4M	Sell	4,083 -76	-2%	-$27K	0.02%	198
2025 Q4	$1.4M	Sell	4,159 -1	-0%	-$341	0.02%	201
2025 Q3	$1.42M	Sell	4,160 -105	-2%	-$33.1K	0.02%	203
2025 Q2	$1.24M	Hold	4,265	–	–	0.02%	214
2025 Q1	$1.16M	Buy	4,265 +5	+0.1%	+$1.3K	0.02%	215
2024 Q4	$1.12M	Sell	4,260 -75	-2%	-$21.6K	0.01%	221
2024 Q3	$1.31M	Buy	4,335 +105	+2%	+$30.9K	0.02%	208
2024 Q2	$1.19M	Sell	4,230 -232	-5%	-$68K	0.02%	214
2024 Q1	$1.26M	Buy	4,462 +49	+1%	+$13.1K	0.02%	215
2023 Q4	$1.15M	Hold	4,413	–	–	0.02%	217
2023 Q3	$975K	Buy	4,413 +11	+0.2%	+$2.43K	0.02%	227
2023 Q2	$947K	Sell	4,402 -3	-0.1%	-$647	0.01%	236
2023 Q1	$1.01M	Buy	4,405 +8	+0.2%	+$1.85K	0.02%	229
2022 Q4	$1.09M	Sell	4,397 -183	-4%	-$44.6K	0.02%	221
2022 Q3	$971K	Sell	4,580 -25	-0.5%	-$5.65K	0.02%	226
2022 Q2	$1.02M	Hold	4,605	–	–	0.02%	226
2022 Q1	$1.11M	Buy	4,605 +1,817	+65%	+$404K	0.02%	220
2021 Q4	$581K	Buy	2,788 +8	+0.3%	+$1.61K	0.01%	279
2021 Q3	$545K	Hold	2,780	–	–	0.01%	279
2021 Q2	$524K	Hold	2,780	–	–	0.01%	288
2021 Q1	$504K	Sell	2,780 -23	-0.8%	-$3.76K	0.01%	277
2020 Q4	$417K	Hold	2,803	–	–	0.01%	294
2020 Q3	$388K	Buy	2,803 +17	+0.6%	+$2.51K	0.01%	270
2020 Q2	$415K	Buy	2,786 +6	+0.2%	+$847	0.01%	257
2020 Q1	$368K	Hold	2,780	–	–	0.01%	254
2019 Q4	$490K	Hold	2,780	–	–	0.01%	259
2019 Q3	$508K	Buy	2,780 +112	+4%	+$20.8K	0.01%	254
2019 Q2	$485K	Hold	2,668	–	–	0.01%	258
2019 Q1	$452K	Hold	2,668	–	–	0.01%	265
2018 Q4	$420K	Sell	2,668 -55	-2%	-$9.86K	0.01%	259
2018 Q3	$557K	Hold	2,723	–	–	0.01%	246
2018 Q2	$508K	Buy	2,723 +55	+2%	+$11.3K	0.01%	248
2018 Q1	$590K	Hold	2,668	–	–	0.02%	238
2017 Q4	$543K	Buy	2,668 +183	+7%	+$37.4K	0.01%	229
2017 Q3	$511K	Sell	2,485 -190	-7%	-$38.1K	0.01%	239
2017 Q2	$530K	Buy	2,675 +180	+7%	+$35.3K	0.01%	233
2017 Q1	$468K	Sell	2,495 -89	-3%	-$16.5K	0.01%	245
2016 Q4	$446K	Buy	2,584 +49	+2%	+$8.02K	0.01%	253
2016 Q3	$393K	Hold	2,535	–	–	0.01%	232
2016 Q2	$353K	Sell	2,535 -40	-2%	-$5.58K	0.01%	271
2016 Q1	$338K	Hold	2,575	–	–	0.01%	274
2015 Q4	$353K	Buy	+2,575	New	+$368K	0.01%	260

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Welch & Forbes's GD Position: Q1 2026 in Review

Welch & Forbes reduced its General Dynamics (GD) stake by 1.8% in Q1 2026, selling an estimated $27K and leaving 4,083 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #198.

Welch & Forbes first reported a position in GD in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.42M in Q3 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Welch & Forbes held 4,083 shares of General Dynamics worth $1.4M as of Q1 2026.
Welch & Forbes sold 76 General Dynamics shares in Q1 2026, an estimated $27K.
General Dynamics made up 0.02% of Welch & Forbes's portfolio in Q1 2026, its #198 holding.
Welch & Forbes first reported a position in General Dynamics in Q4 2015 and has held it in 42 quarters since.
Welch & Forbes's General Dynamics position peaked at $1.42M in Q3 2025.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.