FEM
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Fulcrum Equity Management’s General Dynamics GD Stock Holding History

Fulcrum Equity 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
2025
Q1 		– Sell
-811
Closed -$214K – 102
2024
Q4 		$214K Sell
811
-788
-49% -$227K 0.21% 106
2024
Q3 		$483K Sell
1,599
-44
-3% -$12.9K 0.41% 82
2024
Q2 		$477K Buy
1,643
+19
+1% +$5.57K 0.43% 77
2024
Q1 		$459K Buy
1,624
+108
+7% +$28.9K 0.54% 60
2023
Q4 		$394K Buy
1,516
+27
+2% +$6.59K 0.49% 54
2023
Q3 		$329K Buy
1,489
+4
+0.3% +$885 0.39% 65
2023
Q2 		$320K Buy
1,485
+570
+62% +$123K 0.37% 71
2023
Q1 		$209K Buy
+915
New +$211K 0.2% 88

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fulcrum Equity Management's GD Position: Q1 2025 in Review

Fulcrum Equity Management sold out of General Dynamics (GD) in Q1 2025, closing a stake of 811 shares — an estimated $214K sold.

Fulcrum Equity Management first reported a position in GD in Q1 2023 and held it in 8 quarters. The position peaked at $483K in Q3 2024. 1,832 funds tracked by Wall St. Rank hold GD as of Q1 2025.

  • Fulcrum Equity Management reported no remaining General Dynamics position as of Q1 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 811 General Dynamics shares in Q1 2025, an estimated $214K.
  • Fulcrum Equity Management first reported a position in General Dynamics in Q1 2023 and held it in 8 quarters.
  • Fulcrum Equity Management's General Dynamics position peaked at $483K in Q3 2024.
  • 1,832 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.

Based on Fulcrum Equity Management's 13F filing for Q1 2025, filed 1 May 2025.