Callan Family Office’s General Dynamics GD Stock Holding History

Callan Family Office’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	$2.47M	Sell	7,198 -2,578	-26%	-$914K	0.06%	300
2025 Q4	$3.29M	Buy	9,776 +3,195	+49%	+$1.09M	0.07%	252
2025 Q3	$2.24M	Sell	6,581 -327	-5%	-$103K	0.07%	250
2025 Q2	$2.01M	Buy	6,908 +3,863	+127%	+$1.06M	0.06%	274
2025 Q1	$830K	Sell	3,045 -944	-24%	-$245K	0.06%	239
2024 Q4	$1.05M	Buy	3,989 +1,814	+83%	+$522K	0.07%	244
2024 Q3	$657K	Buy	2,175 +32	+1%	+$9.4K	0.11%	90
2024 Q2	$622K	Buy	2,143 +93	+5%	+$27.2K	0.12%	74
2024 Q1	$579K	Sell	2,050 -114	-5%	-$30.5K	0.14%	56
2023 Q4	$562K	Buy	2,164 +114	+6%	+$27.8K	0.14%	53
2023 Q3	$453K	Buy	2,050 +230	+13%	+$50.9K	0.12%	56
2023 Q2	$392K	Buy	1,820 +445	+32%	+$96K	0.1%	73
2023 Q1	$314K	Buy	1,375 +15	+1%	+$3.47K	0.08%	127
2022 Q4	$337K	Buy	+1,360	New	+$332K	0.11%	74

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

Callan Family Office's GD Position: Q1 2026 in Review

Callan Family Office reduced its General Dynamics (GD) stake by 26% in Q1 2026, selling an estimated $914K and leaving 7,198 shares worth $2.47M. The position accounts for 0.06% of the portfolio, ranked #300.

Callan Family Office first reported a position in GD in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.29M in Q4 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Callan Family Office held 7,198 shares of General Dynamics worth $2.47M as of Q1 2026.
Callan Family Office sold 2,578 General Dynamics shares in Q1 2026, an estimated $914K.
General Dynamics made up 0.06% of Callan Family Office's portfolio in Q1 2026, its #300 holding.
Callan Family Office first reported a position in General Dynamics in Q4 2022 and has held it in 14 quarters since.
Callan Family Office's General Dynamics position peaked at $3.29M in Q4 2025.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.