WFS
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Widmann Financial Services’s General Dynamics GD Stock Holding History

Widmann Financial Services’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 		$995K Buy
2,898
+14
+0.5% +$4.97K 0.59% 49
2025
Q4 		$971K Buy
2,884
+20
+0.7% +$6.82K 0.59% 48
2025
Q3 		$977K Buy
2,864
+65
+2% +$20.5K 0.61% 47
2025
Q2 		$816K Buy
2,799
+912
+48% +$251K 0.57% 50
2025
Q1 		$514K Buy
1,887
+1,057
+127% +$275K 0.4% 59
2024
Q4 		$219K Buy
+830
New +$239K 0.17% 92
2022
Q1 		– Sell
-200
Closed -$41K – 220
2021
Q4 		$41K Buy
+200
New +$40.4K 0.03% 198

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

Widmann Financial Services's GD Position: Q1 2026 in Review

Widmann Financial Services increased its General Dynamics (GD) stake by 0.49% in Q1 2026, buying an estimated $4.97K and bringing the position to 2,898 shares worth $995K. The position accounts for 0.59% of the portfolio, ranked #49.

Widmann Financial Services first reported a position in GD in Q4 2021 and has held it in 7 quarters since. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Widmann Financial Services held 2,898 shares of General Dynamics worth $995K as of Q1 2026.
  • Widmann Financial Services bought 14 General Dynamics shares in Q1 2026, an estimated $4.97K.
  • General Dynamics made up 0.59% of Widmann Financial Services's portfolio in Q1 2026, its #49 holding.
  • Widmann Financial Services first reported a position in General Dynamics in Q4 2021 and has held it in 7 quarters since.
  • 2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.