Position in GD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,133,568
+$30,116 QoQ
Shares Held
3,200
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#966
of 2,203 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Evercore Wealth Management, LLC holds $28,475,097 across 14 Aerospace & Defense names. GD ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
55,024 | $10,439,703 | |
| 2 | GE |
General Electric Co
|
10,784 | $4,030,303 | |
| 3 | BA |
Boeing Co
|
10,955 | $2,371,428 | |
| 4 | LMT |
Lockheed Martin Corp
|
4,521 | $2,303,267 | |
| 5 | VOYG |
Voyager Technologies, Inc./TX
|
63,672 | $2,053,422 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
8,295 | $1,833,858 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
4,357 | $1,266,099 | |
| 8 | GD |
General Dynamics Corp
This page
|
3,200 | $1,133,568 |
All Filings in GD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,133,568 | 3,200 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,103,452 | 3,215 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,094,818 | 3,252 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,112,342 | 3,262 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $951,394 | 3,262 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $889,155 | 3,262 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,366,722 | 5,187 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,590,478 | 5,263 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,527,006 | 5,263 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,509,343 | 5,343 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,390,532 | 5,355 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,166,058 | 5,277 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,135,561 | 5,278 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,202,894 | 5,271 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,309,524 | 5,278 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,368,496 | 6,450 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,427,062 | 6,450 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,549,340 | 6,424 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,447,615 | 6,944 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,361,231 | 6,944 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,646,145 | 8,744 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,745,336 | 9,613 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,491,622 | 10,023 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,421,814 | 10,271 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,560,661 | 10,442 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,548,820 | 11,706 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||