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Davies Financial Advisors’s General Dynamics GD Stock Holding History

Davies Financial 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 		– Sell
-659
Closed -$222K – 22
2025
Q4 		$222K Sell
659
-154
-19% -$52.5K 0.41% 43
2025
Q3 		$277K Hold
813
– – 0.23% 58
2025
Q2 		$237K Hold
813
– – 0.18% 70
2025
Q1 		$222K Hold
813
– – 0.19% 62
2024
Q4 		$214K Hold
813
– – 0.18% 62
2024
Q3 		$246K Sell
813
-8
-1% -$2.35K 0.21% 63
2024
Q2 		$238K Sell
821
-61
-7% -$17.9K 0.22% 62
2024
Q1 		$249K Buy
+882
New +$236K 0.25% 53

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

Davies Financial Advisors's GD Position: Q1 2026 in Review

Davies Financial Advisors sold out of General Dynamics (GD) in Q1 2026, closing a stake of 659 shares — an estimated $222K sold.

Davies Financial Advisors first reported a position in GD in Q1 2024 and held it in 8 quarters. The position peaked at $277K in Q3 2025. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Davies Financial Advisors reported no remaining General Dynamics position as of Q1 2026 after selling out during the quarter.
  • Davies Financial Advisors sold 659 General Dynamics shares in Q1 2026, an estimated $222K.
  • Davies Financial Advisors first reported a position in General Dynamics in Q1 2024 and held it in 8 quarters.
  • Davies Financial Advisors's General Dynamics position peaked at $277K in Q3 2025.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Davies Financial Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.