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Crestwood Advisors Group’s General Dynamics GD Stock Holding History

Crestwood Advisors 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 		$1.94M Buy
5,654
+167
+3% +$59.2K 0.03% 231
2025
Q4 		$1.85M Buy
5,487
+825
+18% +$281K 0.03% 221
2025
Q3 		$1.59M Buy
4,662
+459
+11% +$145K 0.03% 236
2025
Q2 		$1.23M Buy
4,203
+349
+9% +$96.1K 0.02% 258
2025
Q1 		$1.05M Buy
3,854
+419
+12% +$109K 0.02% 266
2024
Q4 		$905K Buy
3,435
+120
+4% +$34.5K 0.02% 250
2024
Q3 		$1M Sell
3,315
-187
-5% -$55K 0.02% 233
2024
Q2 		$1.02M Sell
3,502
-293
-8% -$85.8K 0.02% 218
2024
Q1 		$1.07M Buy
3,795
+59
+2% +$15.8K 0.02% 213
2023
Q4 		$970K Sell
3,736
-54
-1% -$13.2K 0.02% 212
2023
Q3 		$838K Buy
3,790
+1,058
+39% +$234K 0.02% 208
2023
Q2 		$588K Buy
2,732
+17
+0.6% +$3.67K 0.02% 172
2023
Q1 		$620K Hold
2,715
– – 0.02% 171
2022
Q4 		$674K Sell
2,715
-14
-0.5% -$3.42K 0.02% 165
2022
Q3 		$579K Hold
2,729
– – 0.02% 178
2022
Q2 		$604K Hold
2,729
– – 0.02% 181
2022
Q1 		$658K Hold
2,729
– – 0.02% 187
2021
Q4 		$569K Sell
2,729
-106
-4% -$21.4K 0.01% 197
2021
Q3 		$556K Hold
2,835
– – 0.02% 192
2021
Q2 		$534K Sell
2,835
-681
-19% -$128K 0.02% 194
2021
Q1 		$638K Buy
3,516
+71
+2% +$11.6K 0.02% 179
2020
Q4 		$513K Sell
3,445
-737
-18% -$108K 0.02% 187
2020
Q3 		$579K Sell
4,182
-1,671
-29% -$247K 0.02% 157
2020
Q2 		$875K Buy
5,853
+2,536
+76% +$358K 0.04% 130
2020
Q1 		$439K Sell
3,317
-65
-2% -$10.8K 0.02% 156
2019
Q4 		$596K Buy
3,382
+1,316
+64% +$236K 0.02% 164
2019
Q3 		$378K Sell
2,066
-18
-0.9% -$3.34K 0.02% 181
2019
Q2 		$379K Sell
2,084
-40
-2% -$6.89K 0.02% 182
2019
Q1 		$360K Sell
2,124
-215
-9% -$36.2K 0.03% 126
2018
Q4 		$368K Sell
2,339
-10
-0.4% -$1.79K 0.03% 115
2018
Q3 		$481K Sell
2,349
-260
-10% -$50.9K 0.03% 106
2018
Q2 		$501K Sell
2,609
-40
-2% -$8.19K 0.04% 104
2018
Q1 		$585K Hold
2,649
– – 0.05% 92
2017
Q4 		$539K Sell
2,649
-179
-6% -$36.6K 0.04% 104
2017
Q3 		$581K Hold
2,828
– – 0.05% 99
2017
Q2 		$560K Sell
2,828
-40
-1% -$7.83K 0.05% 98
2017
Q1 		$557K Sell
2,868
-25
-0.9% -$4.62K 0.05% 92
2016
Q4 		$500K Sell
2,893
-52
-2% -$8.51K 0.05% 98
2016
Q3 		$457K Sell
2,945
-100
-3% -$14.9K 0.05% 80
2016
Q2 		$424K Sell
3,045
-150
-5% -$20.9K 0.05% 87
2016
Q1 		$420K Sell
3,195
-200
-6% -$26.5K 0.05% 95
2015
Q4 		$466K Sell
3,395
-100
-3% -$14.3K 0.06% 100
2015
Q3 		$482K Sell
3,495
-175
-5% -$25.3K 0.06% 89
2015
Q2 		$520K Hold
3,670
– – 0.07% 87
2015
Q1 		$498K Sell
3,670
-25
-0.7% -$3.43K 0.07% 81
2014
Q4 		$509K Hold
3,695
– – 0.08% 75
2014
Q3 		$470K Hold
3,695
– – 0.07% 74
2014
Q2 		$431K Sell
3,695
-245
-6% -$27.9K 0.07% 80
2014
Q1 		$429K Sell
3,940
-210
-5% -$21.7K 0.07% 80
2013
Q4 		$397K Buy
4,150
+175
+4% +$15.6K 0.06% 86
2013
Q3 		$348K Sell
3,975
-175
-4% -$14.9K 0.06% 89
2013
Q2 		$325K Buy
+4,150
New +$309K 0.06% 94

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

Crestwood Advisors Group's GD Position: Q1 2026 in Review

Crestwood Advisors Group increased its General Dynamics (GD) stake by 3% in Q1 2026, buying an estimated $59.2K and bringing the position to 5,654 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #231.

Crestwood Advisors Group first reported a position in GD in Q2 2013 and has held it in 52 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Crestwood Advisors Group held 5,654 shares of General Dynamics worth $1.94M as of Q1 2026.
  • Crestwood Advisors Group bought 167 General Dynamics shares in Q1 2026, an estimated $59.2K.
  • General Dynamics made up 0.03% of Crestwood Advisors Group's portfolio in Q1 2026, its #231 holding.
  • Crestwood Advisors Group first reported a position in General Dynamics in Q2 2013 and has held it in 52 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.