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

Evelyn Partners Investment Management’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 		$48.7K Sell
142
-110
-44% -$39K ﹤0.01% 279
2025
Q4 		$84.8K Hold
252
– – ﹤0.01% 255
2025
Q3 		$85.9K Hold
252
– – ﹤0.01% 250
2025
Q2 		$73.5K Hold
252
– – ﹤0.01% 260
2025
Q1 		$68.7K Hold
252
– – ﹤0.01% 257
2024
Q4 		$66.4K Buy
+252
New +$72.6K ﹤0.01% 264

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

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

Evelyn Partners Investment Management reduced its General Dynamics (GD) stake by 44% in Q1 2026, selling an estimated $39K and leaving 142 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Evelyn Partners Investment Management first reported a position in GD in Q4 2024 and has held it in 6 quarters since. The position peaked at $85.9K in Q3 2025. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Evelyn Partners Investment Management held 142 shares of General Dynamics worth $48.7K as of Q1 2026.
  • Evelyn Partners Investment Management sold 110 General Dynamics shares in Q1 2026, an estimated $39K.
  • General Dynamics made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #279 holding.
  • Evelyn Partners Investment Management first reported a position in General Dynamics in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's General Dynamics position peaked at $85.9K in Q3 2025.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

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