Williams Jones Wealth Management
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Williams Jones Wealth Management’s General Dynamics GD Stock Holding History

Williams Jones 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
Q3 		$740K Sell
2,230
-24
-1% -$8.91K 0.01% 306
2026
Q2 		$798K Sell
2,254
-166
-7% -$56.9K 0.01% 302
2026
Q1 		$831K Buy
2,420
+204
+9% +$72.4K 0.01% 287
2025
Q4 		$746K Sell
2,216
-750
-25% -$256K 0.01% 298
2025
Q3 		$1.01M Sell
2,966
-750
-20% -$236K 0.01% 245
2025
Q2 		$1.08M Buy
3,716
+1,482
+66% +$408K 0.01% 248
2025
Q1 		$609K Sell
2,234
-18
-0.8% -$4.68K 0.01% 310
2024
Q4 		$593K Sell
2,252
-9
-0.4% -$2.59K 0.01% 318
2024
Q3 		$683K Buy
2,261
+10
+0.4% +$2.94K 0.01% 302
2024
Q2 		$653K Buy
2,251
+73
+3% +$21.4K 0.01% 307
2024
Q1 		$615K Buy
2,178
+17
+0.8% +$4.55K 0.01% 320
2023
Q4 		$561K Sell
2,161
-86
-4% -$21K 0.01% 328
2023
Q3 		$497K Sell
2,247
-79
-3% -$17.5K 0.01% 342
2023
Q2 		$500K Buy
2,326
+1
+0% +$216 0.01% 341
2023
Q1 		$531K Buy
2,325
+33
+1% +$7.62K 0.01% 361
2022
Q4 		$569K Buy
2,292
+34
+2% +$8.29K 0.01% 339
2022
Q3 		$479K Buy
2,258
+88
+4% +$19.9K 0.01% 362
2022
Q2 		$480K Buy
+2,170
New +$499K 0.01% 368
2020
Q4 		– Sell
-1,517
Closed -$210K – 475
2020
Q3 		$210K Sell
1,517
-2,406
-61% -$355K ﹤0.01% 390
2020
Q2 		$586K Buy
3,923
+2,250
+134% +$318K 0.01% 243
2020
Q1 		$221K Sell
1,673
-254
-13% -$42.2K 0.01% 336
2019
Q4 		$340K Hold
1,927
– – 0.01% 334
2019
Q3 		$352K Buy
+1,927
New +$358K 0.01% 317

Other funds holding GD

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Williams Jones Wealth Management's GD Position: Q3 2026 in Review

Williams Jones Wealth Management reduced its General Dynamics (GD) stake by 1.1% in Q3 2026, selling an estimated $8.91K and leaving 2,230 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #306.

Williams Jones Wealth Management first reported a position in GD in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.08M in Q2 2025. 1,794 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Williams Jones Wealth Management held 2,230 shares of General Dynamics worth $740K as of Q3 2026.
  • Williams Jones Wealth Management sold 24 General Dynamics shares in Q3 2026, an estimated $8.91K.
  • General Dynamics made up 0.01% of Williams Jones Wealth Management's portfolio in Q3 2026, its #306 holding.
  • Williams Jones Wealth Management first reported a position in General Dynamics in Q3 2019 and has held it in 23 quarters since.
  • Williams Jones Wealth Management's General Dynamics position peaked at $1.08M in Q2 2025.
  • 1,794 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Williams Jones Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.