Colonial Trust Advisors’s General Dynamics GD Stock Holding History

Colonial Trust Advisors’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	$14.4K	Buy	42 +35	+500%	+$12.4K	﹤0.01%	478
2025 Q4	$2.36K	Hold	7	–	–	﹤0.01%	632
2025 Q3	$2.39K	Sell	7 -12	-63%	-$3.78K	﹤0.01%	617
2025 Q2	$5.54K	Hold	19	–	–	﹤0.01%	578
2025 Q1	$5.18K	Hold	19	–	–	﹤0.01%	569
2024 Q4	$5.01K	Sell	19 -143	-88%	-$41.2K	﹤0.01%	564
2024 Q3	$49K	Sell	162 -162	-50%	-$47.6K	﹤0.01%	335
2024 Q2	$94K	Sell	324 -126	-28%	-$36.9K	0.01%	255
2024 Q1	$127K	Buy	450 +43	+11%	+$11.5K	0.01%	216
2023 Q4	$106K	Sell	407 -125	-23%	-$30.5K	0.01%	232
2023 Q3	$118K	Hold	532	–	–	0.01%	224
2023 Q2	$114K	Sell	532 -30	-5%	-$6.47K	0.01%	235
2023 Q1	$128K	Hold	562	–	–	0.02%	224
2022 Q4	$139K	Hold	562	–	–	0.02%	220
2022 Q3	$119K	Buy	+562	New	+$127K	0.02%	209

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

Colonial Trust Advisors's GD Position: Q1 2026 in Review

Colonial Trust Advisors increased its General Dynamics (GD) stake by 500% in Q1 2026, buying an estimated $12.4K and bringing the position to 42 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Colonial Trust Advisors first reported a position in GD in Q3 2022 and has held it in 15 quarters since. The position peaked at $139K in Q4 2022. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Colonial Trust Advisors held 42 shares of General Dynamics worth $14.4K as of Q1 2026.
Colonial Trust Advisors bought 35 General Dynamics shares in Q1 2026, an estimated $12.4K.
General Dynamics made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #478 holding.
Colonial Trust Advisors first reported a position in General Dynamics in Q3 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's General Dynamics position peaked at $139K in Q4 2022.
2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.