Addison Advisors
GD icon

Addison Advisors’s General Dynamics GD Stock Holding History

Addison Advisors’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
Q3 		$58.7K Buy
177
+3
+2% +$1.11K 0.03% 247
2026
Q2 		$61.6K Sell
174
-771
-82% -$264K 0.03% 227
2026
Q1 		$324K Hold
945
– – 0.07% 166
2025
Q4 		$318K Hold
945
– – 0.07% 166
2025
Q3 		$322K Hold
945
– – 0.07% 169
2025
Q2 		$276K Buy
945
+6
+0.6% +$1.65K 0.07% 175
2025
Q1 		$256K Sell
939
-9
-0.9% -$2.34K 0.07% 173
2024
Q4 		$250K Sell
948
-10
-1% -$2.88K 0.07% 173
2024
Q3 		$290K Sell
958
-137
-13% -$40.3K 0.08% 164
2024
Q2 		$318K Buy
1,095
+133
+14% +$39K 0.1% 145
2024
Q1 		$272K Sell
962
-5
-0.5% -$1.34K 0.09% 147
2023
Q4 		$251K Buy
967
+27
+3% +$6.59K 0.1% 146
2023
Q3 		$208K Buy
940
+16
+2% +$3.54K 0.1% 147
2023
Q2 		$199K Sell
924
-88
-9% -$19K 0.1% 152
2023
Q1 		$231K Buy
1,012
+2
+0.2% +$462 0.13% 125
2022
Q4 		$251K Buy
1,010
+17
+2% +$4.15K 0.15% 111
2022
Q3 		$211K Buy
993
+23
+2% +$5.2K 0.13% 111
2022
Q2 		$215K Sell
970
-5
-0.5% -$1.15K 0.13% 117
2022
Q1 		$235K Buy
975
+397
+69% +$88.2K 0.13% 118
2021
Q4 		$120K Buy
578
+216
+60% +$43.6K 0.07% 169
2021
Q3 		$71K Buy
362
+4
+1% +$783 0.06% 154
2021
Q2 		$67K Buy
+358
New +$67.5K 0.05% 159
2020
Q4 		$53K Buy
+358
New +$52.3K 0.05% 173

Other funds holding GD

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Addison Advisors's GD Position: Q3 2026 in Review

Addison Advisors increased its General Dynamics (GD) stake by 1.7% in Q3 2026, buying an estimated $1.11K and bringing the position to 177 shares worth $58.7K. The position accounts for 0.03% of the portfolio, ranked #247.

Addison Advisors first reported a position in GD in Q4 2020 and has held it in 23 quarters since. The position peaked at $324K in Q1 2026. 1,491 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Addison Advisors held 177 shares of General Dynamics worth $58.7K as of Q3 2026.
  • Addison Advisors bought 3 General Dynamics shares in Q3 2026, an estimated $1.11K.
  • General Dynamics made up 0.03% of Addison Advisors's portfolio in Q3 2026, its #247 holding.
  • Addison Advisors first reported a position in General Dynamics in Q4 2020 and has held it in 23 quarters since.
  • Addison Advisors's General Dynamics position peaked at $324K in Q1 2026.
  • 1,491 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.