Affinity Investment Advisors’s General Dynamics GD Stock Holding History

Affinity Investment 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 Q2	$452K	Sell	1,275 -1,653	-56%	-$566K	0.23%	102
2026 Q1	$1M	Buy	2,928 +280	+11%	+$99.3K	0.63%	59
2025 Q4	$891K	Buy	2,648 +1,549	+141%	+$528K	0.59%	62
2025 Q3	$375K	Sell	1,099 -433	-28%	-$136K	0.25%	96
2025 Q2	$447K	Hold	1,532	–	–	0.34%	86
2025 Q1	$418K	Buy	1,532 +453	+42%	+$118K	0.34%	90
2024 Q4	$284K	Sell	1,079 -820	-43%	-$236K	0.24%	107
2024 Q3	$574K	Hold	1,899	–	–	0.39%	83
2024 Q2	$551K	Hold	1,899	–	–	0.41%	82
2024 Q1	$536K	Hold	1,899	–	–	0.39%	85
2023 Q4	$493K	Hold	1,899	–	–	0.34%	88
2023 Q3	$420K	Hold	1,899	–	–	0.27%	134
2023 Q2	$409K	Hold	1,899	–	–	0.24%	147
2023 Q1	$433K	Hold	1,899	–	–	0.23%	151
2022 Q4	$471K	Hold	1,899	–	–	0.22%	144
2022 Q3	$403K	Sell	1,899 -10	-0.5%	-$2.26K	0.21%	151
2022 Q2	$422K	Buy	1,909 +783	+70%	+$180K	0.21%	153
2022 Q1	$272K	Buy	1,126 +120	+12%	+$26.6K	0.11%	177
2021 Q4	$210K	Buy	+1,006	New	+$203K	0.08%	181

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Affinity Investment Advisors's GD Position: Q2 2026 in Review

Affinity Investment Advisors reduced its General Dynamics (GD) stake by 56% in Q2 2026, selling an estimated $566K and leaving 1,275 shares worth $452K. The position accounts for 0.23% of the portfolio, ranked #102.

Affinity Investment Advisors first reported a position in GD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1M in Q1 2026. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Affinity Investment Advisors held 1,275 shares of General Dynamics worth $452K as of Q2 2026.
Affinity Investment Advisors sold 1,653 General Dynamics shares in Q2 2026, an estimated $566K.
General Dynamics made up 0.23% of Affinity Investment Advisors's portfolio in Q2 2026, its #102 holding.
Affinity Investment Advisors first reported a position in General Dynamics in Q4 2021 and has held it in 19 quarters since.
Affinity Investment Advisors's General Dynamics position peaked at $1M in Q1 2026.
2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Affinity Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.