WJWM
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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
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% +$7.63K 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

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

Williams Jones Wealth Management's GD Position: Q1 2026 in Review

Williams Jones Wealth Management increased its General Dynamics (GD) stake by 9.2% in Q1 2026, buying an estimated $72.4K and bringing the position to 2,420 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #287.

Williams Jones Wealth Management first reported a position in GD in Q3 2019 and has held it in 21 quarters since. The position peaked at $1.08M in Q2 2025. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Williams Jones Wealth Management held 2,420 shares of General Dynamics worth $831K as of Q1 2026.
  • Williams Jones Wealth Management bought 204 General Dynamics shares in Q1 2026, an estimated $72.4K.
  • General Dynamics made up 0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #287 holding.
  • Williams Jones Wealth Management first reported a position in General Dynamics in Q3 2019 and has held it in 21 quarters since.
  • Williams Jones Wealth Management's General Dynamics position peaked at $1.08M in Q2 2025.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.