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
Q2 		$1.03M Hold
2,898
– – 0.55% 54
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 $9.89B 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

Widmann Financial Services's GD Position: Q2 2026 in Review

Widmann Financial Services held its General Dynamics (GD) position steady in Q2 2026 at 2,898 shares worth $1.03M. The position accounts for 0.55% of the portfolio, ranked #54.

Widmann Financial Services first reported a position in GD in Q4 2021 and has held it in 8 quarters since. 2,216 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Widmann Financial Services held 2,898 shares of General Dynamics worth $1.03M as of Q2 2026.
  • Widmann Financial Services left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.55% of Widmann Financial Services's portfolio in Q2 2026, its #54 holding.
  • Widmann Financial Services first reported a position in General Dynamics in Q4 2021 and has held it in 8 quarters since.
  • 2,216 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.