Winch Advisory Services’s General Dynamics GD Stock Holding History

Winch Advisory 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	$44.5K	Sell	130 -13	-9%	-$4.61K	0.01%	186
2025 Q4	$48.2K	Hold	143	–	–	0.01%	174
2025 Q3	$48.8K	Hold	143	–	–	0.01%	169
2025 Q2	$41.6K	Buy	143 +7	+5%	+$1.93K	0.01%	176
2025 Q1	$37.2K	Hold	136	–	–	0.01%	176
2024 Q4	$35.8K	Buy	136 +33	+32%	+$9.5K	0.01%	181
2024 Q3	$31.1K	Hold	103	–	–	0.01%	188
2024 Q2	$29.8K	Hold	103	–	–	0.01%	187
2024 Q1	$29K	Buy	103 +1	+1%	+$267	0.01%	184
2023 Q4	$26.6K	Hold	102	–	–	0.01%	187
2023 Q3	$23K	Hold	102	–	–	0.01%	189
2023 Q2	$22K	Buy	102 +1	+1%	+$216	0.01%	187
2023 Q1	$23K	Hold	101	–	–	0.01%	182
2022 Q4	$25K	Buy	101 +1	+1%	+$244	0.01%	169
2022 Q3	$21K	Hold	100	–	–	0.01%	167
2022 Q2	$22K	Hold	100	–	–	0.01%	172
2022 Q1	$24K	Sell	100 -1	-1%	-$222	0.01%	191
2021 Q4	$21K	Buy	101 +1	+1%	+$202	0.01%	200
2021 Q3	$20K	Hold	100	–	–	0.01%	206
2021 Q2	$19K	Hold	100	–	–	0.01%	203
2021 Q1	$18K	Sell	100 -27	-21%	-$4.41K	0.01%	193
2020 Q4	$19K	Hold	127	–	–	0.01%	167
2020 Q3	$18K	Hold	127	–	–	0.01%	151
2020 Q2	$19K	Buy	127 +27	+27%	+$3.81K	0.01%	143
2020 Q1	$13K	Hold	100	–	–	0.01%	154
2019 Q4	$18K	Buy	100 +19	+23%	+$3.41K	0.01%	168
2019 Q3	$15K	Sell	81 -18	-18%	-$3.34K	0.01%	168
2019 Q2	$18K	Buy	99 +18	+22%	+$3.1K	0.01%	157
2019 Q1	$14K	Hold	81	–	–	0.01%	176
2018 Q4	$13K	Hold	81	–	–	0.01%	163
2018 Q3	$17K	Hold	81	–	–	0.01%	151
2018 Q2	$15K	Hold	81	–	–	0.01%	167
2018 Q1	$18K	Hold	81	–	–	0.01%	156
2017 Q4	$17K	Hold	81	–	–	0.01%	155
2017 Q3	$17K	Hold	81	–	–	0.01%	142
2017 Q2	$16K	Sell	81 -27	-25%	-$5.29K	0.01%	162
2017 Q1	$20K	Hold	108	–	–	0.01%	142
2016 Q4	$19K	Buy	108 +1	+0.9%	+$164	0.01%	124
2016 Q3	$17K	Buy	107 +26	+32%	+$3.88K	0.01%	124
2016 Q2	$11K	Hold	81	–	–	0.01%	139
2016 Q1	$11K	Hold	81	–	–	0.02%	109
2015 Q4	$11K	Hold	81	–	–	0.01%	123
2015 Q3	$11K	Hold	81	–	–	0.02%	114
2015 Q2	$11K	Hold	81	–	–	0.01%	175
2015 Q1	$11K	Buy	+81	New	+$11.1K	0.01%	145
2014 Q4	–	Sell	-80	Closed	-$10K	–	91
2014 Q3	$10K	Buy	+80	New	+$9.71K	0.01%	133

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winch Advisory Services's GD Position: Q1 2026 in Review

Winch Advisory Services reduced its General Dynamics (GD) stake by 9.1% in Q1 2026, selling an estimated $4.61K and leaving 130 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #186.

Winch Advisory Services first reported a position in GD in Q3 2014 and has held it in 46 quarters since. The position peaked at $48.8K in Q3 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Winch Advisory Services held 130 shares of General Dynamics worth $44.5K as of Q1 2026.
Winch Advisory Services sold 13 General Dynamics shares in Q1 2026, an estimated $4.61K.
General Dynamics made up 0.01% of Winch Advisory Services's portfolio in Q1 2026, its #186 holding.
Winch Advisory Services first reported a position in General Dynamics in Q3 2014 and has held it in 46 quarters since.
Winch Advisory Services's General Dynamics position peaked at $48.8K in Q3 2025.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.