Forvis Mazars Wealth Advisors, LLC
Position in GD — General Dynamics Corp
CIK 1352864
Springfield, MO
Position in GD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$876,035
+$52,651 QoQ
Shares Held
2,473
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,071
of 2,200 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $15,304,430 across 8 Aerospace & Defense names. GD ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
30,277 | $5,744,455 | |
| 2 | GE |
General Electric Co
|
13,231 | $4,944,821 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
3,456 | $1,004,279 | |
| 4 | BA |
Boeing Co
|
4,088 | $884,929 | |
| 5 | GD |
General Dynamics Corp
This page
|
2,473 | $876,035 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,390 | $708,149 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
3,753 | $641,237 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
2,264 | $500,525 |
All Filings in GD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,035 | 2,473 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $823,384 | 2,399 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $790,141 | 2,347 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $765,204 | 2,244 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $696,192 | 2,387 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $665,912 | 2,443 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $611,033 | 2,319 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $707,752 | 2,342 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $552,426 | 1,904 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $537,860 | 1,904 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $453,643 | 1,747 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $431,333 | 1,952 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $421,909 | 1,961 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $447,519 | 1,961 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $486,543 | 1,961 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $395,272 | 1,863 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $412,410 | 1,864 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $467,165 | 1,937 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $335,219 | 1,608 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $325,017 | 1,658 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $313,452 | 1,665 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $376,010 | 2,071 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $416,696 | 2,800 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $319,496 | 2,308 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $345,999 | 2,315 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $251,256 | 1,899 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||