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Forum Financial Management’s General Dynamics GD Stock Holding History

Forum Financial 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
Q2 		$331K Sell
935
-100
-10% -$34.3K ﹤0.01% 263
2026
Q1 		$355K Sell
1,035
-1,848
-64% -$655K 0.01% 241
2025
Q4 		$971K Buy
2,883
+74
+3% +$25.2K 0.01% 255
2025
Q3 		$958K Buy
2,809
+177
+7% +$55.8K 0.01% 247
2025
Q2 		$768K Buy
2,632
+455
+21% +$125K 0.01% 272
2025
Q1 		$593K Hold
2,177
– – 0.01% 316
2024
Q4 		$574K Buy
2,177
+135
+7% +$38.9K 0.01% 328
2024
Q3 		$617K Buy
2,042
+37
+2% +$10.9K 0.01% 272
2024
Q2 		$582K Sell
2,005
-20
-1% -$5.86K 0.01% 266
2024
Q1 		$572K Buy
2,025
+18
+0.9% +$4.81K 0.01% 287
2023
Q4 		$521K Sell
2,007
-147
-7% -$35.9K 0.01% 281
2023
Q3 		$476K Buy
2,154
+1
+0% +$221 0.01% 295
2023
Q2 		$463K Buy
2,153
+18
+0.8% +$3.88K 0.01% 312
2023
Q1 		$487K Buy
2,135
+1
+0% +$231 0.01% 271
2022
Q4 		$529K Buy
2,134
+150
+8% +$36.6K 0.02% 241
2022
Q3 		$421K Sell
1,984
-289
-13% -$65.3K 0.02% 259
2022
Q2 		$503K Buy
2,273
+300
+15% +$69K 0.03% 235
2022
Q1 		$475K Sell
1,973
-8
-0.4% -$1.78K 0.02% 249
2021
Q4 		$413K Buy
+1,981
New +$400K 0.02% 296

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
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
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Forum Financial Management's GD Position: Q2 2026 in Review

Forum Financial Management reduced its General Dynamics (GD) stake by 9.7% in Q2 2026, selling an estimated $34.3K and leaving 935 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Forum Financial Management first reported a position in GD in Q4 2021 and has held it in 19 quarters since. The position peaked at $971K in Q4 2025. 734 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Forum Financial Management held 935 shares of General Dynamics worth $331K as of Q2 2026.
  • Forum Financial Management sold 100 General Dynamics shares in Q2 2026, an estimated $34.3K.
  • General Dynamics made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #263 holding.
  • Forum Financial Management first reported a position in General Dynamics in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's General Dynamics position peaked at $971K in Q4 2025.
  • 734 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.