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Capital Asset Advisory Services’s General Dynamics GD Stock Holding History

Capital Asset Advisory Services’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 		$718K Buy
2,028
+48
+2% +$16.4K 0.03% 166
2026
Q1 		$657K Buy
1,980
+38
+2% +$13.5K 0.03% 164
2025
Q4 		$701K Sell
1,942
-203
-9% -$69.2K 0.03% 150
2025
Q3 		$731K Sell
2,145
-27
-1% -$8.51K 0.03% 148
2025
Q2 		$640K Sell
2,172
-250
-10% -$68.8K 0.03% 154
2025
Q1 		$669K Sell
2,422
-343
-12% -$89.2K 0.03% 151
2024
Q4 		$728K Buy
2,765
+70
+3% +$20.2K 0.04% 160
2024
Q3 		$800K Buy
2,695
+273
+11% +$80.2K 0.04% 158
2024
Q2 		$677K Buy
2,422
+14
+0.6% +$4.1K 0.04% 162
2024
Q1 		$711K Sell
2,408
-301
-11% -$80.5K 0.04% 160
2023
Q4 		$703K Sell
2,709
-251
-8% -$61.2K 0.04% 163
2023
Q3 		$704K Sell
2,960
-393
-12% -$86.9K 0.05% 154
2023
Q2 		$722K Sell
3,353
-147
-4% -$31.7K 0.05% 159
2023
Q1 		$799K Sell
3,500
-103
-3% -$23.8K 0.06% 147
2022
Q4 		$919K Sell
3,603
-874
-20% -$213K 0.07% 135
2022
Q3 		$950K Sell
4,477
-578
-11% -$131K 0.12% 91
2022
Q2 		$1.13M Buy
5,055
+379
+8% +$87.2K 0.12% 107
2022
Q1 		$1.13M Buy
4,676
+553
+13% +$123K 0.12% 120
2021
Q4 		$860K Buy
4,123
+44
+1% +$8.88K 0.09% 161
2021
Q3 		$800K Buy
4,079
+36
+0.9% +$7.05K 0.09% 173
2021
Q2 		$761K Hold
4,043
– – 0.08% 178
2021
Q1 		$734K Buy
4,043
+102
+3% +$16.7K 0.11% 173
2020
Q4 		$587K Buy
+3,941
New +$576K 0.1% 172
2020
Q3 		– Sell
-1,499
Closed -$238K – 574
2020
Q2 		$238K Buy
+1,499
New +$212K 0.05% 296

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 $3.38T AUM 44.17% 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

Capital Asset Advisory Services's GD Position: Q2 2026 in Review

Capital Asset Advisory Services increased its General Dynamics (GD) stake by 2.4% in Q2 2026, buying an estimated $16.4K and bringing the position to 2,028 shares worth $718K. The position accounts for 0.03% of the portfolio, ranked #166.

Capital Asset Advisory Services first reported a position in GD in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.13M in Q1 2022. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Capital Asset Advisory Services held 2,028 shares of General Dynamics worth $718K as of Q2 2026.
  • Capital Asset Advisory Services bought 48 General Dynamics shares in Q2 2026, an estimated $16.4K.
  • General Dynamics made up 0.03% of Capital Asset Advisory Services's portfolio in Q2 2026, its #166 holding.
  • Capital Asset Advisory Services first reported a position in General Dynamics in Q2 2020 and has held it in 24 quarters since.
  • Capital Asset Advisory Services's General Dynamics position peaked at $1.13M in Q1 2022.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.