Gladstone Institutional Advisory’s General Dynamics GD Stock Holding History

Gladstone Institutional Advisory’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	$1.32M	Sell	3,837 -303	-7%	-$107K	0.05%	322
2025 Q4	$1.39M	Sell	4,140 -566	-12%	-$193K	0.05%	307
2025 Q3	$1.6M	Buy	4,706 +506	+12%	+$159K	0.06%	283
2025 Q2	$1.22M	Buy	4,200 +53	+1%	+$14.6K	0.05%	314
2025 Q1	$1.13M	Sell	4,147 -18	-0.4%	-$4.68K	0.05%	313
2024 Q4	$1.1M	Buy	4,165 +118	+3%	+$34K	0.05%	318
2024 Q3	$1.22M	Buy	4,047 +350	+9%	+$103K	0.06%	294
2024 Q2	$1.07M	Sell	3,697 -145	-4%	-$42.5K	0.06%	297
2024 Q1	$1.09M	Sell	3,842 -1,133	-23%	-$303K	0.06%	284
2023 Q4	$1.29M	Buy	4,975 +178	+4%	+$43.4K	0.07%	258
2023 Q3	$1.06M	Buy	4,797 +193	+4%	+$42.7K	0.07%	257
2023 Q2	$991K	Sell	4,604 -511	-10%	-$110K	0.06%	279
2023 Q1	$1.17M	Buy	5,115 +57	+1%	+$13.2K	0.08%	256
2022 Q4	$1.25M	Sell	5,058 -23	-0.5%	-$5.61K	0.09%	253
2022 Q3	$1.08M	Sell	5,081 -1,843	-27%	-$416K	0.08%	257
2022 Q2	$1.53M	Sell	6,924 -2,698	-28%	-$621K	0.12%	192
2022 Q1	$2.32M	Buy	9,622 +6,508	+209%	+$1.45M	0.16%	168
2021 Q4	$649K	Buy	3,114 +12	+0.4%	+$2.42K	0.05%	330
2021 Q3	$608K	Sell	3,102 -345	-10%	-$67.5K	0.06%	288
2021 Q2	$649K	Buy	3,447 +2,105	+157%	+$397K	0.08%	251
2021 Q1	$244K	Buy	+1,342	New	+$219K	0.04%	355

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

Gladstone Institutional Advisory's GD Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its General Dynamics (GD) stake by 7.3% in Q1 2026, selling an estimated $107K and leaving 3,837 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #322.

Gladstone Institutional Advisory first reported a position in GD in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.32M in Q1 2022. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Gladstone Institutional Advisory held 3,837 shares of General Dynamics worth $1.32M as of Q1 2026.
Gladstone Institutional Advisory sold 303 General Dynamics shares in Q1 2026, an estimated $107K.
General Dynamics made up 0.05% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #322 holding.
Gladstone Institutional Advisory first reported a position in General Dynamics in Q1 2021 and has held it in 21 quarters since.
Gladstone Institutional Advisory's General Dynamics position peaked at $2.32M in Q1 2022.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.