AF
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Apexium Financial’s General Dynamics GD Stock Holding History

Apexium Financial’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
2025
Q3 		$998K Sell
2,927
-11
-0.4% -$3.47K 0.05% 132
2025
Q2 		$857K Buy
2,938
+3
+0.1% +$826 0.05% 135
2025
Q1 		$800K Sell
2,935
-265
-8% -$68.9K 0.05% 137
2024
Q4 		$843K Buy
3,200
+55
+2% +$15.8K 0.05% 118
2024
Q3 		$950K Buy
3,145
+125
+4% +$36.7K 0.06% 102
2024
Q2 		$876K Sell
3,020
-210
-7% -$61.5K 0.06% 99
2024
Q1 		$912K Sell
3,230
-177
-5% -$47.3K 0.07% 101
2023
Q4 		$885K Buy
3,407
+231
+7% +$56.4K 0.06% 128
2023
Q3 		$702K Hold
3,176
– – 0.07% 108
2023
Q2 		$683K Buy
3,176
+50
+2% +$10.8K 0.06% 113
2023
Q1 		$713K Sell
3,126
-596
-16% -$138K 0.07% 108
2022
Q4 		$923K Hold
3,722
– – 0.1% 85
2022
Q3 		$790K Buy
3,722
+686
+23% +$155K 0.1% 87
2022
Q2 		$672K Sell
3,036
-600
-17% -$138K 0.39% 44
2022
Q1 		$758K Hold
3,636
– – 0.4% 40
2021
Q4 		$758K Hold
3,636
– – 0.39% 39
2021
Q3 		$713K Hold
3,636
– – 0.41% 41
2021
Q2 		$685K Hold
3,636
– – 0.43% 36
2021
Q1 		$660K Sell
3,636
-534
-13% -$87.2K 0.48% 37
2020
Q4 		$621K Hold
4,170
– – 0.49% 35
2020
Q3 		$577K Hold
4,170
– – 0.47% 35
2020
Q2 		$623K Sell
4,170
-6
-0.1% -$847 0.56% 32
2020
Q1 		$553K Sell
4,176
-3,981
-49% -$661K 0.73% 30
2019
Q4 		$1.44M Buy
+8,157
New +$1.46M 1.86% 16

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apexium Financial's GD Position: Q3 2025 in Review

Apexium Financial reduced its General Dynamics (GD) stake by 0.37% in Q3 2025, selling an estimated $3.47K and leaving 2,927 shares worth $998K. The position accounts for 0.05% of the portfolio, ranked #132.

Apexium Financial first reported a position in GD in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.44M in Q4 2019. 2,021 funds tracked by Wall St. Rank hold GD as of Q3 2025.

  • Apexium Financial held 2,927 shares of General Dynamics worth $998K as of Q3 2025.
  • Apexium Financial sold 11 General Dynamics shares in Q3 2025, an estimated $3.47K.
  • General Dynamics made up 0.05% of Apexium Financial's portfolio in Q3 2025, its #132 holding.
  • Apexium Financial first reported a position in General Dynamics in Q4 2019 and has held it in 24 quarters since.
  • Apexium Financial's General Dynamics position peaked at $1.44M in Q4 2019.
  • 2,021 funds tracked by Wall St. Rank held General Dynamics as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.