Capital & Planning LLC’s General Dynamics GD Stock Holding History

Capital & Planning LLC’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	$3.25M	Buy	+9,465	New	+$3.36M	1.97%	17
2025 Q4	–	Sell	-8,693	Closed	-$2.96M	–	15
2025 Q3	$2.96M	Buy	8,693 +572	+7%	+$180K	1.83%	16
2025 Q2	$2.37M	Buy	8,121 +172	+2%	+$47.3K	1.61%	16
2025 Q1	$2.17M	Buy	7,949 +626	+9%	+$163K	1.61%	18
2024 Q4	$1.93M	Buy	+7,323	New	+$2.11M	1.41%	18

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital & Planning LLC's GD Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in General Dynamics (GD) in Q1 2026: 9,465 shares worth $3.25M. The stake represents 1.97% of the portfolio and ranks #17 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in GD as recently as Q3 2025.

Capital & Planning LLC first reported a position in GD in Q4 2024 and has held it in 5 quarters since. 2,218 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Capital & Planning LLC held 9,465 shares of General Dynamics worth $3.25M as of Q1 2026.
General Dynamics was a new Capital & Planning LLC position in Q1 2026.
General Dynamics made up 1.97% of Capital & Planning LLC's portfolio in Q1 2026, its #17 holding.
Capital & Planning LLC first reported a position in General Dynamics in Q4 2024 and has held it in 5 quarters since.
2,218 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.