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Beacon Investment Advisors’s General Dynamics GD Stock Holding History

Beacon Investment Advisors’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 		$296K Buy
864
+1
+0.1% +$355 0.11% 144
2025
Q4 		$291K Buy
863
+1
+0.1% +$341 0.12% 137
2025
Q3 		$294K Hold
862
– – 0.12% 134
2025
Q2 		$251K Buy
862
+1
+0.1% +$275 0.11% 145
2025
Q1 		$235K Hold
861
– – 0.11% 144
2024
Q4 		$227K Buy
861
+1
+0.1% +$288 0.11% 140
2024
Q3 		$260K Sell
860
-1
-0.1% -$294 0.12% 135
2024
Q2 		$250K Buy
+861
New +$252K 0.13% 133

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Investment Advisors's GD Position: Q1 2026 in Review

Beacon Investment Advisors increased its General Dynamics (GD) stake by 0.12% in Q1 2026, buying an estimated $355 and bringing the position to 864 shares worth $296K. The position accounts for 0.11% of the portfolio, ranked #144.

Beacon Investment Advisors first reported a position in GD in Q2 2024 and has held it in 8 quarters since. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Beacon Investment Advisors held 864 shares of General Dynamics worth $296K as of Q1 2026.
  • Beacon Investment Advisors bought 1 General Dynamics share in Q1 2026, an estimated $355.
  • General Dynamics made up 0.11% of Beacon Investment Advisors's portfolio in Q1 2026, its #144 holding.
  • Beacon Investment Advisors first reported a position in General Dynamics in Q2 2024 and has held it in 8 quarters since.
  • 2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.