Bard Financial Services’s General Dynamics GD Stock Holding History

Bard Financial Services’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	$3.92M	Hold	11,500	–	–	0.43%	60
2025 Q2	$3.35M	Sell	11,500 -295	-3%	-$81.2K	0.4%	63
2025 Q1	$3.22M	Sell	11,795 -250	-2%	-$65K	0.39%	64
2024 Q4	$3.17M	Hold	12,045	–	–	0.38%	64
2024 Q3	$3.64M	Hold	12,045	–	–	0.43%	57
2024 Q2	$3.49M	Hold	12,045	–	–	0.36%	63
2024 Q1	$3.4M	Hold	12,045	–	–	0.36%	65
2023 Q4	$3.13M	Buy	12,045 +755	+7%	+$184K	0.35%	65
2023 Q3	$2.49M	Buy	11,290 +150	+1%	+$33.2K	0.31%	73
2023 Q2	$2.4M	Sell	11,140 -750	-6%	-$162K	0.18%	112
2023 Q1	$2.71M	Sell	11,890 -25	-0.2%	-$5.78K	0.22%	95
2022 Q4	$2.96M	Buy	11,915 +140	+1%	+$34.2K	0.25%	91
2022 Q3	$2.5M	Hold	11,775	–	–	0.23%	95
2022 Q2	$2.6M	Buy	11,775 +250	+2%	+$57.5K	0.24%	93
2022 Q1	$2.78M	Hold	11,525	–	–	0.23%	97
2021 Q4	$2.4M	Hold	11,525	–	–	0.19%	104
2021 Q3	$2.26M	Hold	11,525	–	–	0.2%	105
2021 Q2	$2.17M	Hold	11,525	–	–	0.19%	107
2021 Q1	$2.09M	Sell	11,525 -1,130	-9%	-$185K	0.2%	104
2020 Q4	$1.88M	Buy	+12,655	New	+$1.85M	0.19%	105

Other funds holding GD

LAMI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Bard Financial Services's GD Position: Q3 2025 in Review

Bard Financial Services held its General Dynamics (GD) position steady in Q3 2025 at 11,500 shares worth $3.92M. The position accounts for 0.43% of the portfolio, ranked #60.

Bard Financial Services first reported a position in GD in Q4 2020 and has held it in 20 quarters since. 2,027 funds tracked by Wall St. Rank hold GD as of Q3 2025.

Bard Financial Services held 11,500 shares of General Dynamics worth $3.92M as of Q3 2025.
Bard Financial Services left its General Dynamics share count unchanged in Q3 2025.
General Dynamics made up 0.43% of Bard Financial Services's portfolio in Q3 2025, its #60 holding.
Bard Financial Services first reported a position in General Dynamics in Q4 2020 and has held it in 20 quarters since.
2,027 funds tracked by Wall St. Rank held General Dynamics as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.