AFT
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Alpha Family Trust’s General Dynamics GD Stock Holding History

Alpha Family Trust’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 		$411K Hold
1,160
– – 0.17% 98
2026
Q1 		$398K Hold
1,160
– – 0.19% 93
2025
Q4 		$391K Hold
1,160
– – 0.18% 98
2025
Q3 		$396K Hold
1,160
– – 0.19% 97
2025
Q2 		$338K Hold
1,160
– – 0.17% 114
2025
Q1 		$316K Buy
1,160
+355
+44% +$92.3K 0.18% 112
2024
Q4 		$212K Hold
805
– – 0.12% 149
2024
Q3 		$243K Hold
805
– – 0.14% 132
2024
Q2 		$234K Hold
805
– – 0.14% 130
2024
Q1 		$227K Hold
805
– – 0.14% 132
2023
Q4 		$209K Buy
+805
New +$196K 0.14% 142

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alpha Family Trust's GD Position: Q2 2026 in Review

Alpha Family Trust held its General Dynamics (GD) position steady in Q2 2026 at 1,160 shares worth $411K. The position accounts for 0.17% of the portfolio, ranked #98.

Alpha Family Trust first reported a position in GD in Q4 2023 and has held it in 11 quarters since. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Alpha Family Trust held 1,160 shares of General Dynamics worth $411K as of Q2 2026.
  • Alpha Family Trust left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.17% of Alpha Family Trust's portfolio in Q2 2026, its #98 holding.
  • Alpha Family Trust first reported a position in General Dynamics in Q4 2023 and has held it in 11 quarters since.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.