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BFS
Bard Financial Services’s
General Dynamics
GD
Stock Holding History
Bard Financial Services’s Portfolio
GD Stock Details
GD Fund Activity
Bought
Maintained
Sold
Shares
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
$9.56B AUM
25.94%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
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
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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