Copley Financial Group’s General Dynamics GD Stock Holding History

Copley Financial Group’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	$628K	Sell	1,830 -4	-0.2%	-$1.42K	0.38%	34
2025 Q4	$617K	Buy	1,834 +4	+0.2%	+$1.36K	0.38%	35
2025 Q3	$624K	Hold	1,830	–	–	0.43%	38
2025 Q2	$534K	Hold	1,830	–	–	0.4%	44
2025 Q1	$499K	Hold	1,830	–	–	0.38%	55
2024 Q4	$482K	Buy	1,830 +1,813	+10,665%	+$522K	0.37%	58
2024 Q3	$5.14K	Buy	+17	New	+$5K	﹤0.01%	154

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

Copley Financial Group's GD Position: Q1 2026 in Review

Copley Financial Group reduced its General Dynamics (GD) stake by 0.22% in Q1 2026, selling an estimated $1.42K and leaving 1,830 shares worth $628K. The position accounts for 0.38% of the portfolio, ranked #34.

Copley Financial Group first reported a position in GD in Q3 2024 and has held it in 7 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Copley Financial Group held 1,830 shares of General Dynamics worth $628K as of Q1 2026.
Copley Financial Group sold 4 General Dynamics shares in Q1 2026, an estimated $1.42K.
General Dynamics made up 0.38% of Copley Financial Group's portfolio in Q1 2026, its #34 holding.
Copley Financial Group first reported a position in General Dynamics in Q3 2024 and has held it in 7 quarters since.
2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.