Beaumont Financial Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.31M | Sell |
9,649
-607
| -6% | -$215K | 0.23% | 76 |
|
|
2025
Q4 | $3.45M | Sell |
10,256
-212
| -2% | -$72.3K | 0.23% | 68 |
|
|
2025
Q3 | $3.57M | Sell |
10,468
-331
| -3% | -$104K | 0.24% | 68 |
|
|
2025
Q2 | $3.15M | Sell |
10,799
-1,119
| -9% | -$308K | 0.23% | 67 |
|
|
2025
Q1 | $3.25M | Sell |
11,918
-480
| -4% | -$125K | 0.25% | 68 |
|
|
2024
Q4 | $3.27M | Sell |
12,398
-467
| -4% | -$134K | 0.25% | 68 |
|
|
2024
Q3 | $3.89M | Sell |
12,865
-678
| -5% | -$199K | 0.3% | 58 |
|
|
2024
Q2 | $3.93M | Sell |
13,543
-6,277
| -32% | -$1.84M | 0.31% | 60 |
|
|
2024
Q1 | $5.6M | Buy |
19,820
+59
| +0.3% | +$15.8K | 0.46% | 47 |
|
|
2023
Q4 | $5.13M | Buy |
19,761
+1,216
| +7% | +$297K | 0.47% | 47 |
|
|
2023
Q3 | $4.1M | Sell |
18,545
-196
| -1% | -$43.4K | 0.41% | 46 |
|
|
2023
Q2 | $4.03M | Buy |
+18,741
| New | +$4.04M | 0.37% | 51 |
|
|
2022
Q4 | – | Sell |
-1,059
| Closed | -$225K | – | 329 |
|
|
2022
Q3 | $225K | Sell |
1,059
-40
| -4% | -$9.04K | 0.02% | 277 |
|
|
2022
Q2 | $243K | Hold |
1,099
| – | – | 0.02% | 272 |
|
|
2022
Q1 | $265K | Buy |
1,099
+11
| +1% | +$2.44K | 0.02% | 301 |
|
|
2021
Q4 | $227K | Sell |
1,088
-18
| -2% | -$3.63K | 0.02% | 330 |
|
|
2021
Q3 | $217K | Sell |
1,106
-23
| -2% | -$4.5K | 0.02% | 336 |
|
|
2021
Q2 | $213K | Buy |
1,129
+23
| +2% | +$4.34K | 0.02% | 351 |
|
|
2021
Q1 | $201K | Buy |
+1,106
| New | +$181K | 0.02% | 329 |
|
|
2020
Q1 | – | Sell |
-1,528
| Closed | -$269K | – | 255 |
|
|
2019
Q4 | $269K | Buy |
1,528
+23
| +2% | +$4.13K | 0.03% | 239 |
|
|
2019
Q3 | $275K | Buy |
1,505
+64
| +4% | +$11.9K | 0.03% | 227 |
|
|
2019
Q2 | $262K | Buy |
1,441
+17
| +1% | +$2.93K | 0.03% | 208 |
|
|
2019
Q1 | $241K | Sell |
1,424
-199
| -12% | -$33.5K | 0.03% | 207 |
|
|
2018
Q4 | $255K | Hold |
1,623
| – | – | 0.04% | 171 |
|
|
2018
Q3 | $332K | Buy |
1,623
+1
| +0.1% | +$196 | 0.03% | 176 |
|
|
2018
Q2 | $302K | Sell |
1,622
-497
| -23% | -$102K | 0.03% | 165 |
|
|
2018
Q1 | $468K | Sell |
2,119
-636
| -23% | -$138K | 0.05% | 144 |
|
|
2017
Q4 | $561K | Buy |
2,755
+347
| +14% | +$70.9K | 0.07% | 114 |
|
|
2017
Q3 | $495K | Buy |
2,408
+61
| +3% | +$12.2K | 0.06% | 119 |
|
|
2017
Q2 | $465K | Sell |
2,347
-655
| -22% | -$128K | 0.06% | 118 |
|
|
2017
Q1 | $562K | Buy |
+3,002
| New | +$555K | 0.08% | 111 |
|
Other funds holding GD
LAMI
VCM
VPM
Beaumont Financial Advisors's GD Position: Q1 2026 in Review
Beaumont Financial Advisors reduced its General Dynamics (GD) stake by 5.9% in Q1 2026, selling an estimated $215K and leaving 9,649 shares worth $3.31M. The position accounts for 0.23% of the portfolio, ranked #76.
Beaumont Financial Advisors first reported a position in GD in Q1 2017 and has held it in 31 quarters since. The position peaked at $5.6M in Q1 2024. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.
- Beaumont Financial Advisors held 9,649 shares of General Dynamics worth $3.31M as of Q1 2026.
- Beaumont Financial Advisors sold 607 General Dynamics shares in Q1 2026, an estimated $215K.
- General Dynamics made up 0.23% of Beaumont Financial Advisors's portfolio in Q1 2026, its #76 holding.
- Beaumont Financial Advisors first reported a position in General Dynamics in Q1 2017 and has held it in 31 quarters since.
- Beaumont Financial Advisors's General Dynamics position peaked at $5.6M in Q1 2024.
- 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.
Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.