Berkeley Capital Partners’s General Dynamics GD Stock Holding History

Berkeley Capital Partners’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	$1.54M	Buy	4,478 +425	+10%	+$151K	0.36%	60
2025 Q4	$1.36M	Sell	4,053 -264	-6%	-$90K	0.32%	58
2025 Q3	$1.47M	Sell	4,317 -33	-0.8%	-$10.4K	0.35%	57
2025 Q2	$1.27M	Sell	4,350 -53	-1%	-$14.6K	0.32%	70
2025 Q1	$1.2M	Buy	4,403 +604	+16%	+$157K	0.33%	64
2024 Q4	$1M	Buy	3,799 +73	+2%	+$21K	0.28%	77
2024 Q3	$1.13M	Buy	3,726 +77	+2%	+$22.6K	0.32%	69
2024 Q2	$1.06M	Buy	3,649 +29	+0.8%	+$8.49K	0.32%	64
2024 Q1	$1.02M	Sell	3,620 -263	-7%	-$70.3K	0.31%	65
2023 Q4	$1.01M	Sell	3,883 -413	-10%	-$101K	0.33%	59
2023 Q3	$949K	Buy	4,296 +72	+2%	+$15.9K	0.34%	61
2023 Q2	$909K	Buy	4,224 +3,339	+377%	+$720K	0.32%	63
2023 Q1	$202K	Buy	+885	New	+$204K	0.07%	139

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berkeley Capital Partners's GD Position: Q1 2026 in Review

Berkeley Capital Partners increased its General Dynamics (GD) stake by 10% in Q1 2026, buying an estimated $151K and bringing the position to 4,478 shares worth $1.54M. The position accounts for 0.36% of the portfolio, ranked #60.

Berkeley Capital Partners first reported a position in GD in Q1 2023 and has held it in 13 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Berkeley Capital Partners held 4,478 shares of General Dynamics worth $1.54M as of Q1 2026.
Berkeley Capital Partners bought 425 General Dynamics shares in Q1 2026, an estimated $151K.
General Dynamics made up 0.36% of Berkeley Capital Partners's portfolio in Q1 2026, its #60 holding.
Berkeley Capital Partners first reported a position in General Dynamics in Q1 2023 and has held it in 13 quarters since.
2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.