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Wilbanks Smith & Thomas Asset Management’s General Dynamics GD Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024
Q1 		$716K Sell
2,533
-55
-2% -$14.7K 0.02% 283
2023
Q4 		$672K Hold
2,588
– – 0.02% 292
2023
Q3 		$572K Sell
2,588
-21
-0.8% -$4.64K 0.02% 296
2023
Q2 		$561K Buy
2,609
+12
+0.5% +$2.59K 0.02% 296
2023
Q1 		$593K Sell
2,597
-43
-2% -$9.94K 0.02% 280
2022
Q4 		$655K Sell
2,640
-37
-1% -$9.03K 0.02% 266
2022
Q3 		$568K Buy
2,677
+4
+0.1% +$904 0.02% 270
2022
Q2 		$591K Sell
2,673
-15
-0.6% -$3.45K 0.02% 271
2022
Q1 		$627K Hold
2,688
– – 0.03% 273
2021
Q4 		$560K Hold
2,688
– – 0.02% 311
2021
Q3 		$527K Sell
2,688
-692
-20% -$135K 0.02% 297
2021
Q2 		$636K Buy
3,380
+1,362
+67% +$257K 0.02% 275
2021
Q1 		$366K Sell
2,018
-32
-2% -$5.23K 0.02% 335
2020
Q4 		$305K Sell
2,050
-84
-4% -$12.3K 0.01% 332
2020
Q3 		$295K Hold
2,134
– – 0.02% 314
2020
Q2 		$319K Hold
2,134
– – 0.02% 295
2020
Q1 		$282K Buy
+2,134
New +$354K 0.02% 293
2018
Q4 		– Sell
-950
Closed -$194K – 716
2018
Q3 		$194K Buy
+950
New +$186K 0.01% 395
2018
Q2 		– Sell
-938
Closed -$207K – 352
2018
Q1 		$207K Buy
+938
New +$204K 0.02% 325

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's GD Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its General Dynamics (GD) stake by 2.1% in Q1 2024, selling an estimated $14.7K and leaving 2,533 shares worth $716K. The position accounts for 0.02% of the portfolio, ranked #283.

Wilbanks Smith & Thomas Asset Management first reported a position in GD in Q1 2018 and has held it in 19 quarters since. 1,753 funds tracked by Wall St. Rank hold GD as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 2,533 shares of General Dynamics worth $716K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 55 General Dynamics shares in Q1 2024, an estimated $14.7K.
  • General Dynamics made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #283 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in General Dynamics in Q1 2018 and has held it in 19 quarters since.
  • 1,753 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.