Position in GD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,150,610
+$130,097 QoQ
Shares Held
8,894
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#603
of 2,200 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $54,234,003 across 20 Aerospace & Defense names. GD ranks #8 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
71,822 | $13,626,788 | |
| 2 | GE |
General Electric Co
|
21,722 | $8,118,163 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
18,769 | $5,046,233 | |
| 4 | BA |
Boeing Co
|
20,589 | $4,456,900 | |
| 5 | LMT |
Lockheed Martin Corp
|
8,005 | $4,078,227 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
22,012 | $3,760,970 | |
| 7 | HEI |
Heico Corp
|
9,658 | $3,440,083 | |
| 8 | GD |
General Dynamics Corp
This page
|
8,894 | $3,150,610 |
All Filings in GD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,150,610 | 8,894 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $3,020,513 | 8,972 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $2,750,506 | 8,066 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,143,409 | 7,349 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,863,356 | 6,836 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,764,856 | 6,698 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,861,834 | 9,470 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,803,912 | 9,664 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,619,529 | 9,273 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,018,393 | 15,475 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,033,476 | 13,728 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,307,483 | 10,725 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,446,182 | 10,719 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,216,498 | 12,964 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,064,669 | 5,018 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,025,493 | 4,635 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,148,016 | 4,760 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $932,486 | 4,473 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||