GIM
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Goelzer Investment Management’s General Dynamics GD Stock Holding History

Goelzer 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
Q2 		$2.54M Sell
7,183
-290
-4% -$99.3K 0.11% 122
2026
Q1 		$2.57M Sell
7,473
-78
-1% -$27.7K 0.12% 119
2025
Q4 		$2.54M Sell
7,551
-231
-3% -$78.8K 0.12% 121
2025
Q3 		$2.65M Sell
7,782
-93
-1% -$29.3K 0.14% 118
2025
Q2 		$2.3M Buy
7,875
+6,037
+328% +$1.66M 0.13% 126
2025
Q1 		$501K Hold
1,838
– – 0.03% 182
2024
Q4 		$484K Hold
1,838
– – 0.03% 183
2024
Q3 		$555K Hold
1,838
– – 0.03% 169
2024
Q2 		$533K Hold
1,838
– – 0.03% 171
2024
Q1 		$519K Sell
1,838
-40
-2% -$10.7K 0.03% 181
2023
Q4 		$488K Buy
1,878
+717
+62% +$175K 0.03% 183
2023
Q3 		$257K Sell
1,161
-25
-2% -$5.53K 0.02% 208
2023
Q2 		$255K Sell
1,186
-70
-6% -$15.1K 0.02% 210
2023
Q1 		$287K Sell
1,256
-477
-28% -$110K 0.02% 209
2022
Q4 		$430K Buy
+1,733
New +$423K 0.04% 198
2022
Q2 		– Sell
-868
Closed -$209K – 226
2022
Q1 		$209K Buy
+868
New +$193K 0.02% 212
2020
Q4 		– Sell
-2,608
Closed -$361K – 216
2020
Q3 		$361K Hold
2,608
– – 0.03% 210
2020
Q2 		$390K Hold
2,608
– – 0.04% 200
2020
Q1 		$345K Hold
2,608
– – 0.04% 205
2019
Q4 		$460K Hold
2,608
– – 0.04% 200
2019
Q3 		$477K Sell
2,608
-17
-0.6% -$3.16K 0.04% 192
2019
Q2 		$477K Buy
2,625
+17
+0.7% +$2.93K 0.04% 199
2019
Q1 		$441K Buy
+2,608
New +$439K 0.04% 217

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
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Goelzer Investment Management's GD Position: Q2 2026 in Review

Goelzer Investment Management reduced its General Dynamics (GD) stake by 3.9% in Q2 2026, selling an estimated $99.3K and leaving 7,183 shares worth $2.54M. The position accounts for 0.11% of the portfolio, ranked #122.

Goelzer Investment Management first reported a position in GD in Q1 2019 and has held it in 23 quarters since. The position peaked at $2.65M in Q3 2025. 701 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Goelzer Investment Management held 7,183 shares of General Dynamics worth $2.54M as of Q2 2026.
  • Goelzer Investment Management sold 290 General Dynamics shares in Q2 2026, an estimated $99.3K.
  • General Dynamics made up 0.11% of Goelzer Investment Management's portfolio in Q2 2026, its #122 holding.
  • Goelzer Investment Management first reported a position in General Dynamics in Q1 2019 and has held it in 23 quarters since.
  • Goelzer Investment Management's General Dynamics position peaked at $2.65M in Q3 2025.
  • 701 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.