CPL
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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
Q2 		$3.89M Buy
10,977
+1,512
+16% +$518K 2.01% 17
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
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 & Planning LLC's GD Position: Q2 2026 in Review

Capital & Planning LLC increased its General Dynamics (GD) stake by 16% in Q2 2026, buying an estimated $518K and bringing the position to 10,977 shares worth $3.89M. The position accounts for 2.01% of the portfolio, ranked #17.

Capital & Planning LLC first reported a position in GD in Q4 2024 and has held it in 6 quarters since. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Capital & Planning LLC held 10,977 shares of General Dynamics worth $3.89M as of Q2 2026.
  • Capital & Planning LLC bought 1,512 General Dynamics shares in Q2 2026, an estimated $518K.
  • General Dynamics made up 2.01% of Capital & Planning LLC's portfolio in Q2 2026, its #17 holding.
  • Capital & Planning LLC first reported a position in General Dynamics in Q4 2024 and has held it in 6 quarters since.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.