WWM
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Western Wealth Management’s General Dynamics GD Stock Holding History

Western 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 		$817K Sell
2,308
-1,126
-33% -$386K 0.03% 534
2026
Q1 		$1.18M Buy
3,434
+453
+15% +$161K 0.04% 394
2025
Q4 		$1M Buy
2,981
+868
+41% +$296K 0.05% 349
2025
Q3 		$720K Buy
2,113
+421
+25% +$133K 0.04% 370
2025
Q2 		$493K Sell
1,692
-20
-1% -$5.5K 0.03% 416
2025
Q1 		$467K Sell
1,712
-26
-1% -$6.76K 0.03% 414
2024
Q4 		$458K Buy
1,738
+190
+12% +$54.7K 0.02% 486
2024
Q3 		$468K Buy
1,548
+10
+0.7% +$2.94K 0.03% 484
2024
Q2 		$446K Buy
1,538
+5
+0.3% +$1.47K 0.03% 393
2024
Q1 		$433K Sell
1,533
-13
-0.8% -$3.48K 0.03% 403
2023
Q4 		$401K Buy
1,546
+10
+0.7% +$2.44K 0.03% 462
2023
Q3 		$339K Sell
1,536
-17
-1% -$3.76K 0.03% 478
2023
Q2 		$334K Sell
1,553
-16
-1% -$3.45K 0.03% 480
2023
Q1 		$358K Buy
1,569
+80
+5% +$18.5K 0.03% 454
2022
Q4 		$370K Sell
1,489
-951
-39% -$232K 0.04% 414
2022
Q3 		$516K Sell
2,440
-481
-16% -$109K 0.03% 470
2022
Q2 		$647K Buy
2,921
+317
+12% +$73K 0.04% 405
2022
Q1 		$629K Buy
2,604
+1,225
+89% +$272K 0.03% 462
2021
Q4 		$287K Buy
+1,379
New +$278K 0.03% 483
2021
Q2 		$283K Buy
1,505
+66
+5% +$12.4K 0.03% 512
2021
Q1 		$261K Buy
1,439
+72
+5% +$11.8K 0.04% 438
2020
Q4 		$203K Sell
1,367
-170
-11% -$24.9K 0.03% 446
2020
Q3 		$213K Buy
1,537
+90
+6% +$13.3K 0.03% 400
2020
Q2 		$216K Buy
+1,447
New +$204K 0.04% 376

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

Western Wealth Management's GD Position: Q2 2026 in Review

Western Wealth Management reduced its General Dynamics (GD) stake by 33% in Q2 2026, selling an estimated $386K and leaving 2,308 shares worth $817K. The position accounts for 0.03% of the portfolio, ranked #534.

Western Wealth Management first reported a position in GD in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.18M in Q1 2026. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Western Wealth Management held 2,308 shares of General Dynamics worth $817K as of Q2 2026.
  • Western Wealth Management sold 1,126 General Dynamics shares in Q2 2026, an estimated $386K.
  • General Dynamics made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #534 holding.
  • Western Wealth Management first reported a position in General Dynamics in Q2 2020 and has held it in 24 quarters since.
  • Western Wealth Management's General Dynamics position peaked at $1.18M in Q1 2026.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.