Evelyn Partners Investment Management Services’s General Dynamics GD Stock Holding History

Evelyn Partners Investment Management 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	$8.92K	Hold	26	–	–	﹤0.01%	255
2025 Q4	$8.75K	Hold	26	–	–	﹤0.01%	238
2025 Q3	$8.87K	Hold	26	–	–	﹤0.01%	239
2025 Q2	$7.58K	Hold	26	–	–	﹤0.01%	234
2025 Q1	$7.09K	Hold	26	–	–	﹤0.01%	236
2024 Q4	$6.85K	Buy	+26	New	+$7.49K	﹤0.01%	242

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

Evelyn Partners Investment Management Services's GD Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its General Dynamics (GD) position steady in Q1 2026 at 26 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Evelyn Partners Investment Management Services first reported a position in GD in Q4 2024 and has held it in 6 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Evelyn Partners Investment Management Services held 26 shares of General Dynamics worth $8.92K as of Q1 2026.
Evelyn Partners Investment Management Services left its General Dynamics share count unchanged in Q1 2026.
General Dynamics made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #255 holding.
Evelyn Partners Investment Management Services first reported a position in General Dynamics in Q4 2024 and has held it in 6 quarters since.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.