Athena Investment Management’s General Dynamics GD Stock Holding History

Athena Investment Management’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	$232K	Sell	656 -103	-14%	-$35.3K	0.14%	124
2026 Q1	$261K	Hold	759	–	–	0.14%	133
2025 Q4	$256K	Hold	759	–	–	0.13%	132
2025 Q3	$259K	Hold	759	–	–	0.13%	133
2025 Q2	$221K	Sell	759 -17	-2%	-$4.68K	0.12%	142
2025 Q1	$212K	Hold	776	–	–	0.13%	140
2024 Q4	$204K	Hold	776	–	–	0.12%	150
2024 Q3	$235K	Hold	776	–	–	0.13%	137
2024 Q2	$225K	Sell	776 -25	-3%	-$7.32K	0.14%	134
2024 Q1	$226K	Sell	801 -66	-8%	-$17.7K	0.14%	135
2023 Q4	$225K	Buy	+867	New	+$212K	0.15%	133
2023 Q2	–	Sell	-902	Closed	-$206K	–	138
2023 Q1	$206K	Hold	902	–	–	0.15%	134
2022 Q4	$224K	Buy	+902	New	+$220K	0.16%	125
2022 Q2	–	Sell	-832	Closed	-$200K	–	133
2022 Q1	$200K	Buy	+832	New	+$185K	0.16%	114

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

Athena Investment Management's GD Position: Q2 2026 in Review

Athena Investment Management reduced its General Dynamics (GD) stake by 14% in Q2 2026, selling an estimated $35.3K and leaving 656 shares worth $232K. The position accounts for 0.14% of the portfolio, ranked #124.

Athena Investment Management first reported a position in GD in Q1 2022 and has held it in 14 quarters since. The position peaked at $261K in Q1 2026. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Athena Investment Management held 656 shares of General Dynamics worth $232K as of Q2 2026.
Athena Investment Management sold 103 General Dynamics shares in Q2 2026, an estimated $35.3K.
General Dynamics made up 0.14% of Athena Investment Management's portfolio in Q2 2026, its #124 holding.
Athena Investment Management first reported a position in General Dynamics in Q1 2022 and has held it in 14 quarters since.
Athena Investment Management's General Dynamics position peaked at $261K in Q1 2026.
2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.