WMS Partners’s General Dynamics GD Stock Holding History

WMS Partners’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
2025 Q1	–	Sell	-2,287	Closed	-$603K	–	100
2024 Q4	$603K	Buy	2,287 +39	+2%	+$11.2K	0.03%	162
2024 Q3	$679K	Buy	+2,248	New	+$661K	0.04%	148

Other funds holding GD

LAMI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WMS Partners's GD Position: Q1 2025 in Review

WMS Partners sold out of General Dynamics (GD) in Q1 2025, closing a stake of 2,287 shares — an estimated $603K sold.

WMS Partners first reported a position in GD in Q3 2024 and held it in 2 quarters. The position peaked at $679K in Q3 2024. 1,828 funds tracked by Wall St. Rank hold GD as of Q1 2025.

WMS Partners reported no remaining General Dynamics position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 2,287 General Dynamics shares in Q1 2025, an estimated $603K.
WMS Partners first reported a position in General Dynamics in Q3 2024 and held it in 2 quarters.
WMS Partners's General Dynamics position peaked at $679K in Q3 2024.
1,828 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.