EFS
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Essex Financial Services’s General Dynamics GD Stock Holding History

Essex Financial 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 		$4.89M Sell
14,234
-51
-0.4% -$18.1K 0.27% 78
2025
Q4 		$4.81M Sell
14,285
-25
-0.2% -$8.53K 0.27% 73
2025
Q3 		$4.88M Buy
14,310
+203
+1% +$64K 0.29% 75
2025
Q2 		$4.11M Sell
14,107
-704
-5% -$194K 0.27% 81
2025
Q1 		$4.04M Sell
14,811
-599
-4% -$156K 0.29% 80
2024
Q4 		$4.06M Sell
15,410
-672
-4% -$193K 0.29% 78
2024
Q3 		$4.92M Sell
16,082
-160
-1% -$47K 0.35% 64
2024
Q2 		$4.72M Buy
16,242
+4,240
+35% +$1.24M 0.35% 66
2024
Q1 		$3.39M Buy
12,002
+221
+2% +$59.1K 0.31% 71
2023
Q4 		$3.06M Buy
11,781
+215
+2% +$52.4K 0.32% 72
2023
Q3 		$2.56M Buy
11,566
+129
+1% +$28.5K 0.3% 78
2023
Q2 		$2.46M Buy
11,437
+887
+8% +$191K 0.28% 78
2023
Q1 		$2.41M Sell
10,550
-668
-6% -$154K 0.25% 94
2022
Q4 		$2.78M Buy
11,218
+1,931
+21% +$471K 0.29% 86
2022
Q3 		$1.97M Buy
9,287
+922
+11% +$208K 0.23% 97
2022
Q2 		$1.85M Buy
8,365
+505
+6% +$116K 0.21% 110
2022
Q1 		$1.9M Sell
7,860
-660
-8% -$147K 0.18% 119
2021
Q4 		$1.78M Sell
8,520
-475
-5% -$95.9K 0.18% 122
2021
Q3 		$1.76M Buy
8,995
+2,004
+29% +$392K 0.2% 119
2021
Q2 		$1.27M Hold
6,991
– – 0.18% 118
2021
Q1 		$1.27M Sell
6,991
-1,806
-21% -$295K 0.23% 103
2020
Q4 		$1.31M Sell
8,797
-860
-9% -$126K 0.26% 97
2020
Q3 		$1.34M Sell
9,657
-182
-2% -$26.9K 0.33% 66
2020
Q2 		$1.47M Sell
9,839
-3,438
-26% -$485K 0.45% 57
2020
Q1 		$1.75M Buy
13,277
+415
+3% +$68.9K 0.62% 44
2019
Q4 		$2.27M Buy
12,862
+607
+5% +$109K 0.63% 48
2019
Q3 		$2.24M Sell
12,255
-410
-3% -$76.2K 0.72% 39
2019
Q2 		$2.3M Sell
12,665
-104
-0.8% -$17.9K 0.68% 41
2019
Q1 		$2.16M Sell
12,769
-4,019
-24% -$677K 0.65% 44
2018
Q4 		$2.64M Sell
16,788
-15,825
-49% -$2.84M 0.81% 34
2018
Q3 		$6.68M Buy
32,613
+4,439
+16% +$869K 1.47% 15
2018
Q2 		$5.25M Sell
28,174
-5,571
-17% -$1.14M 1.27% 21
2018
Q1 		$7.45M Buy
33,745
+5,463
+19% +$1.19M 1.46% 10
2017
Q4 		$5.75M Buy
28,282
+3,907
+16% +$798K 1.37% 19
2017
Q3 		$5.01M Buy
24,375
+126
+0.5% +$25.3K 1.23% 21
2017
Q2 		$4.8M Buy
24,249
+9,656
+66% +$1.89M 1.01% 25
2017
Q1 		$2.73M Sell
14,593
-10,874
-43% -$2.01M 0.63% 42
2016
Q4 		$4.4M Buy
25,467
+3,777
+17% +$618K 0.94% 25
2016
Q3 		$3.37M Buy
21,690
+4,732
+28% +$705K 0.8% 32
2016
Q2 		$2.36M Buy
16,958
+3,318
+24% +$463K 0.57% 48
2016
Q1 		$1.79M Sell
13,640
-510
-4% -$67.6K 0.44% 62
2015
Q4 		$1.94M Buy
14,150
+313
+2% +$44.7K 0.47% 58
2015
Q3 		$1.91M Buy
13,837
+104
+0.8% +$15K 0.5% 52
2015
Q2 		$1.95M Buy
13,733
+372
+3% +$51.7K 0.5% 53
2015
Q1 		$1.81M Buy
13,361
+166
+1% +$22.8K 0.47% 57
2014
Q4 		$1.82M Buy
13,195
+161
+1% +$21.9K 0.47% 56
2014
Q3 		$1.66M Sell
13,034
-53
-0.4% -$6.44K 0.5% 52
2014
Q2 		$1.52M Sell
13,087
-298
-2% -$33.9K 0.46% 53
2014
Q1 		$1.46M Buy
13,385
+96
+0.7% +$9.94K 0.48% 51
2013
Q4 		$1.27M Buy
13,289
+1,468
+12% +$131K 0.43% 58
2013
Q3 		$1.03K Sell
11,821
-75
-0.6% -$6.37K 0.33% 64
2013
Q2 		$932K Buy
+11,896
New +$885K 0.33% 75

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

Essex Financial Services's GD Position: Q1 2026 in Review

Essex Financial Services reduced its General Dynamics (GD) stake by 0.36% in Q1 2026, selling an estimated $18.1K and leaving 14,234 shares worth $4.89M. The position accounts for 0.27% of the portfolio, ranked #78.

Essex Financial Services first reported a position in GD in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.45M in Q1 2018. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Essex Financial Services held 14,234 shares of General Dynamics worth $4.89M as of Q1 2026.
  • Essex Financial Services sold 51 General Dynamics shares in Q1 2026, an estimated $18.1K.
  • General Dynamics made up 0.27% of Essex Financial Services's portfolio in Q1 2026, its #78 holding.
  • Essex Financial Services first reported a position in General Dynamics in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's General Dynamics position peaked at $7.45M in Q1 2018.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.