BFIM
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Beese Fulmer Investment Management’s General Dynamics GD Stock Holding History

Beese Fulmer Investment 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
Q2 		$2.02M Sell
5,697
-882
-13% -$302K 0.12% 109
2026
Q1 		$2.26M Buy
6,579
+303
+5% +$107K 0.14% 101
2025
Q4 		$2.11M Buy
6,276
+1,099
+21% +$375K 0.14% 103
2025
Q3 		$1.77M Hold
5,177
– – 0.12% 114
2025
Q2 		$1.51M Buy
5,177
+340
+7% +$93.6K 0.11% 117
2025
Q1 		$1.32M Sell
4,837
-4
-0.1% -$1.04K 0.11% 110
2024
Q4 		$1.28M Buy
4,841
+53
+1% +$15.3K 0.11% 109
2024
Q3 		$1.45M Hold
4,788
– – 0.12% 102
2024
Q2 		$1.39M Hold
4,788
– – 0.13% 103
2024
Q1 		$1.35M Sell
4,788
-208
-4% -$55.6K 0.13% 107
2023
Q4 		$1.3M Sell
4,996
-47
-0.9% -$11.5K 0.13% 109
2023
Q3 		$1.11M Sell
5,043
-25
-0.5% -$5.53K 0.13% 111
2023
Q2 		$1.09M Sell
5,068
-25
-0.5% -$5.39K 0.12% 112
2023
Q1 		$1.16M Sell
5,093
-142
-3% -$32.8K 0.13% 109
2022
Q4 		$1.3M Sell
5,235
-173
-3% -$42.2K 0.16% 106
2022
Q3 		$1.15M Buy
5,408
+23
+0.4% +$5.2K 0.15% 107
2022
Q2 		$1.19M Sell
5,385
-75
-1% -$17.3K 0.15% 109
2022
Q1 		$1.32M Buy
5,460
+50
+0.9% +$11.1K 0.14% 110
2021
Q4 		$1.13M Sell
5,410
-345
-6% -$69.7K 0.12% 116
2021
Q3 		$1.13M Sell
5,755
-175
-3% -$34.3K 0.13% 117
2021
Q2 		$1.12M Buy
5,930
+61
+1% +$11.5K 0.13% 116
2021
Q1 		$1.07M Hold
5,869
– – 0.13% 117
2020
Q4 		$873K Sell
5,869
-1
-0% -$146 0.11% 121
2020
Q3 		$813K Sell
5,870
-30
-0.5% -$4.43K 0.12% 115
2020
Q2 		$882K Sell
5,900
-575
-9% -$81.2K 0.13% 109
2020
Q1 		$857K Hold
6,475
– – 0.15% 106
2019
Q4 		$1.14M Buy
6,475
+300
+5% +$53.9K 0.16% 110
2019
Q3 		$1.13M Buy
+6,175
New +$1.15M 0.17% 106

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beese Fulmer Investment Management's GD Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its General Dynamics (GD) stake by 13% in Q2 2026, selling an estimated $302K and leaving 5,697 shares worth $2.02M. The position accounts for 0.12% of the portfolio, ranked #109.

Beese Fulmer Investment Management first reported a position in GD in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.26M in Q1 2026. 2,216 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Beese Fulmer Investment Management held 5,697 shares of General Dynamics worth $2.02M as of Q2 2026.
  • Beese Fulmer Investment Management sold 882 General Dynamics shares in Q2 2026, an estimated $302K.
  • General Dynamics made up 0.12% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #109 holding.
  • Beese Fulmer Investment Management first reported a position in General Dynamics in Q3 2019 and has held it in 28 quarters since.
  • Beese Fulmer Investment Management's General Dynamics position peaked at $2.26M in Q1 2026.
  • 2,216 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.