Essex Savings Bank’s General Dynamics GD Stock Holding History

Essex Savings Bank’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 Q2	$1.8M	Sell	5,088 -165	-3%	-$56.5K	0.39%	58
2026 Q1	$1.8M	Sell	5,253 -25	-0.5%	-$8.87K	0.4%	50
2025 Q4	$1.78M	Sell	5,278 -136	-3%	-$46.4K	0.39%	57
2025 Q3	$1.85M	Sell	5,414 -20	-0.4%	-$6.3K	0.42%	57
2025 Q2	$1.58M	Hold	5,434	–	–	0.38%	64
2025 Q1	$1.48M	Sell	5,434 -16	-0.3%	-$4.16K	0.36%	64
2024 Q4	$1.44M	Sell	5,450 -73	-1%	-$21K	0.36%	64
2024 Q3	$1.67M	Sell	5,523 -2	-0%	-$588	0.42%	53
2024 Q2	$1.6M	Sell	5,525 -182	-3%	-$53.3K	0.43%	52
2024 Q1	$1.48M	Hold	5,707	–	–	0.43%	56
2023 Q4	$1.48M	Buy	5,707 +205	+4%	+$50K	0.43%	56
2023 Q3	$1.22M	Sell	5,502 -20	-0.4%	-$4.42K	0.41%	58
2023 Q2	$1.19M	Buy	5,522 +408	+8%	+$88K	0.4%	57
2023 Q1	$1.17M	Sell	5,114 -4	-0.1%	-$924	0.41%	54
2022 Q4	$1.27M	Sell	5,118 -1	-0%	-$244	0.45%	53
2022 Q3	$1.09M	Buy	5,119 +38	+0.7%	+$8.59K	0.43%	54
2022 Q2	$1.13M	Buy	5,081 +17	+0.3%	+$3.91K	0.43%	56
2022 Q1	$1.22M	Buy	5,064 +1,040	+26%	+$231K	0.4%	60
2021 Q4	$839K	Hold	4,024	–	–	0.28%	87
2021 Q3	$806K	Hold	4,024	–	–	0.29%	90
2021 Q2	$765K	Sell	4,024 -9	-0.2%	-$1.7K	0.3%	89
2021 Q1	$659K	Sell	4,033 -156	-4%	-$25.5K	0.29%	89
2020 Q4	$624K	Buy	4,189 +6	+0.1%	+$877	0.28%	91
2020 Q3	$579K	Sell	4,183 -21	-0.5%	-$3.1K	0.28%	87
2020 Q2	$628K	Sell	4,204 -214	-5%	-$30.2K	0.37%	73
2020 Q1	$584K	Sell	4,418 -1,095	-20%	-$182K	0.42%	69
2019 Q4	$973K	Sell	5,513 -55	-1%	-$9.87K	0.5%	54
2019 Q3	$1.02M	Buy	5,568 +915	+20%	+$170K	0.54%	50
2019 Q2	$1.33M	Buy	4,653 +400	+9%	+$68.9K	0.47%	49
2019 Q1	$720K	Sell	4,253 -3,288	-44%	-$554K	0.41%	59
2018 Q4	$1.19M	Buy	+7,541	New	+$1.35M	0.74%	28

Other funds holding GD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

Essex Savings Bank's GD Position: Q2 2026 in Review

Essex Savings Bank reduced its General Dynamics (GD) stake by 3.1% in Q2 2026, selling an estimated $56.5K and leaving 5,088 shares worth $1.8M. The position accounts for 0.39% of the portfolio, ranked #58.

Essex Savings Bank first reported a position in GD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.85M in Q3 2025. 801 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Essex Savings Bank held 5,088 shares of General Dynamics worth $1.8M as of Q2 2026.
Essex Savings Bank sold 165 General Dynamics shares in Q2 2026, an estimated $56.5K.
General Dynamics made up 0.39% of Essex Savings Bank's portfolio in Q2 2026, its #58 holding.
Essex Savings Bank first reported a position in General Dynamics in Q4 2018 and has held it in 31 quarters since.
Essex Savings Bank's General Dynamics position peaked at $1.85M in Q3 2025.
801 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.