Baker Avenue Asset Management’s General Dynamics GD Stock Holding History

Baker Avenue Asset 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 Q1	$1.11M	Buy	3,245 +464	+17%	+$165K	0.03%	264
2025 Q4	$936K	Buy	2,781 +7	+0.3%	+$2.39K	0.02%	268
2025 Q3	$946K	Buy	2,774 +1,158	+72%	+$365K	0.02%	262
2025 Q2	$471K	Buy	1,616 +236	+17%	+$65K	0.01%	306
2025 Q1	$376K	Buy	+1,380	New	+$359K	0.01%	334
2023 Q4	–	Sell	-425	Closed	-$93.9K	–	790
2023 Q3	$93.9K	Buy	425 +51	+14%	+$11.3K	﹤0.01%	436
2023 Q2	$80.4K	Buy	374 +126	+51%	+$27.2K	﹤0.01%	455
2023 Q1	$56.7K	Hold	248	–	–	﹤0.01%	515
2022 Q4	$61.5K	Buy	+248	New	+$60.5K	﹤0.01%	466
2015 Q4	–	Sell	-2,700	Closed	-$372K	–	195
2015 Q3	$372K	Hold	2,700	–	–	0.07%	146
2015 Q2	$383K	Buy	+2,700	New	+$375K	0.05%	181

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baker Avenue Asset Management's GD Position: Q1 2026 in Review

Baker Avenue Asset Management increased its General Dynamics (GD) stake by 17% in Q1 2026, buying an estimated $165K and bringing the position to 3,245 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #264.

Baker Avenue Asset Management first reported a position in GD in Q2 2015 and has held it in 11 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Baker Avenue Asset Management held 3,245 shares of General Dynamics worth $1.11M as of Q1 2026.
Baker Avenue Asset Management bought 464 General Dynamics shares in Q1 2026, an estimated $165K.
General Dynamics made up 0.03% of Baker Avenue Asset Management's portfolio in Q1 2026, its #264 holding.
Baker Avenue Asset Management first reported a position in General Dynamics in Q2 2015 and has held it in 11 quarters since.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.