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CBIZ Investment Advisory Services’s General Dynamics GD Stock Holding History

CBIZ Investment 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
Q1 		– Sell
-40
Closed -$13.5K – 554
2025
Q4 		$13.5K Hold
40
– – ﹤0.01% 328
2025
Q3 		$13.6K Buy
40
+8
+25% +$2.52K ﹤0.01% 304
2025
Q2 		$9.33K Buy
+32
New +$8.81K ﹤0.01% 364

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CBIZ Investment Advisory Services's GD Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of General Dynamics (GD) in Q1 2026, closing a stake of 40 shares — an estimated $13.5K sold.

CBIZ Investment Advisory Services first reported a position in GD in Q2 2025 and held it in 3 quarters. The position peaked at $13.6K in Q3 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining General Dynamics position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 40 General Dynamics shares in Q1 2026, an estimated $13.5K.
  • CBIZ Investment Advisory Services first reported a position in General Dynamics in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's General Dynamics position peaked at $13.6K in Q3 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.