Fiduciary Family Office’s General Dynamics GD Stock Holding History

Fiduciary Family Office’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	$414K	Sell	1,208 -371	-23%	-$132K	0.12%	119
2025 Q4	$532K	Sell	1,579 -21	-1%	-$7.16K	0.15%	107
2025 Q3	$546K	Sell	1,600 -94	-6%	-$29.6K	0.16%	118
2025 Q2	$494K	Sell	1,694 -39	-2%	-$10.7K	0.16%	122
2025 Q1	$472K	Buy	+1,733	New	+$450K	0.16%	126
2024 Q4	–	Sell	-2,980	Closed	-$900K	–	142
2024 Q3	$900K	Sell	2,980 -162	-5%	-$47.6K	0.3%	73
2024 Q2	$912K	Sell	3,142 -12	-0.4%	-$3.52K	0.36%	72
2024 Q1	$891K	Sell	3,154 -236	-7%	-$63.1K	0.35%	80
2023 Q4	$880K	Buy	+3,390	New	+$827K	0.39%	53

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

Fiduciary Family Office's GD Position: Q1 2026 in Review

Fiduciary Family Office reduced its General Dynamics (GD) stake by 23% in Q1 2026, selling an estimated $132K and leaving 1,208 shares worth $414K. The position accounts for 0.12% of the portfolio, ranked #119.

Fiduciary Family Office first reported a position in GD in Q4 2023 and has held it in 9 quarters since. The position peaked at $912K in Q2 2024. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Fiduciary Family Office held 1,208 shares of General Dynamics worth $414K as of Q1 2026.
Fiduciary Family Office sold 371 General Dynamics shares in Q1 2026, an estimated $132K.
General Dynamics made up 0.12% of Fiduciary Family Office's portfolio in Q1 2026, its #119 holding.
Fiduciary Family Office first reported a position in General Dynamics in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's General Dynamics position peaked at $912K in Q2 2024.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.