AO
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Advisor OS’s General Dynamics GD Stock Holding History

Advisor OS’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
Q1 		$401K Buy
1,169
+71
+6% +$25.2K 0.03% 348
2025
Q4 		$370K Buy
1,098
+25
+2% +$8.53K 0.03% 344
2025
Q3 		$366K Buy
1,073
+132
+14% +$41.6K 0.03% 330
2025
Q2 		$274K Buy
941
+14
+2% +$3.85K 0.03% 371
2025
Q1 		$253K Buy
+927
New +$241K 0.03% 363
2024
Q4 		– Sell
-685
Closed -$207K – 427
2024
Q3 		$207K Sell
685
-45
-6% -$13.2K 0.02% 386
2024
Q2 		$212K Buy
730
+20
+3% +$5.86K 0.02% 369
2024
Q1 		$201K Buy
+710
New +$190K 0.02% 378

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor OS's GD Position: Q1 2026 in Review

Advisor OS increased its General Dynamics (GD) stake by 6.5% in Q1 2026, buying an estimated $25.2K and bringing the position to 1,169 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #348.

Advisor OS first reported a position in GD in Q1 2024 and has held it in 8 quarters since. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Advisor OS held 1,169 shares of General Dynamics worth $401K as of Q1 2026.
  • Advisor OS bought 71 General Dynamics shares in Q1 2026, an estimated $25.2K.
  • General Dynamics made up 0.03% of Advisor OS's portfolio in Q1 2026, its #348 holding.
  • Advisor OS first reported a position in General Dynamics in Q1 2024 and has held it in 8 quarters since.
  • 2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.