IAA
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Independent Advisor Alliance’s General Dynamics GD Stock Holding History

Independent Advisor Alliance’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 		$3.3M Sell
9,324
-25
-0.3% -$8.56K 0.08% 190
2026
Q1 		$3.21M Sell
9,349
-3,833
-29% -$1.36M 0.03% 425
2025
Q4 		$4.44M Sell
13,182
-34
-0.3% -$11.6K 0.11% 151
2025
Q3 		$4.51M Sell
13,216
-8,614
-39% -$2.72M 0.12% 150
2025
Q2 		$6.37M Sell
21,830
-100
-0.5% -$27.5K 0.18% 92
2025
Q1 		$5.98M Sell
21,930
-2,398
-10% -$623K 0.2% 85
2024
Q4 		$6.41M Buy
24,328
+955
+4% +$275K 0.08% 225
2024
Q3 		$7.06M Buy
23,373
+2,662
+13% +$782K 0.26% 75
2024
Q2 		$6.01M Buy
20,711
+773
+4% +$226K 0.21% 88
2024
Q1 		$5.63M Sell
19,938
-1,859
-9% -$497K 0.2% 93
2023
Q4 		$5.66M Buy
21,797
+1,347
+7% +$329K 0.2% 87
2023
Q3 		$4.52M Sell
20,450
-4,142
-17% -$916K 0.2% 88
2023
Q2 		$5.29M Buy
24,592
+2,056
+9% +$444K 0.23% 82
2023
Q1 		$5.14M Buy
22,536
+4,903
+28% +$1.13M 0.25% 82
2022
Q4 		$4.38K Sell
17,633
-30
-0.2% -$7.32K ﹤0.01% 196
2022
Q3 		$3.75M Sell
17,663
-3,734
-17% -$844K 0.22% 93
2022
Q2 		$4.73M Buy
21,397
+12,067
+129% +$2.78M 0.26% 88
2022
Q1 		$2.25M Buy
9,330
+609
+7% +$135K 0.11% 170
2021
Q4 		$1.82M Buy
8,721
+327
+4% +$66K 0.09% 174
2021
Q3 		$1.65M Buy
8,394
+1,892
+29% +$370K 0.09% 178
2021
Q2 		$1.22M Sell
6,502
-1,169
-15% -$220K 0.07% 237
2021
Q1 		$1.39M Buy
7,671
+104
+1% +$17K 0.08% 195
2020
Q4 		$1.13M Buy
7,567
+447
+6% +$65.3K 0.08% 196
2020
Q3 		$986K Buy
7,120
+1,416
+25% +$209K 0.07% 187
2020
Q2 		$853K Buy
5,704
+431
+8% +$60.9K 0.09% 179
2020
Q1 		$698K Sell
5,273
-1,862
-26% -$309K 0.1% 165
2019
Q4 		$1.26M Sell
7,135
-606
-8% -$109K 0.05% 319
2019
Q3 		$1.42M Sell
7,741
-189
-2% -$35.1K 0.17% 120
2019
Q2 		$1.44M Buy
7,930
+113
+1% +$19.5K 0.21% 101
2019
Q1 		$1.32M Buy
7,817
+11
+0.1% +$1.85K 0.19% 113
2018
Q4 		$1.23M Buy
7,806
+1,113
+17% +$199K 0.22% 102
2018
Q3 		$1.29M Buy
6,693
+263
+4% +$51.5K 0.23% 98
2018
Q2 		$1.09M Buy
6,430
+554
+9% +$113K 0.23% 105
2018
Q1 		$1.29M Buy
5,876
+112
+2% +$24.4K 0.29% 86
2017
Q4 		$1.18M Buy
5,764
+1,743
+43% +$356K 0.26% 93
2017
Q3 		$859K Sell
4,021
-212
-5% -$42.5K 0.24% 108
2017
Q2 		$851K Sell
4,233
-1,364
-24% -$267K 0.27% 98
2017
Q1 		$1.04M Buy
5,597
+630
+13% +$116K 0.16% 156
2016
Q4 		$886K Buy
+4,967
New +$813K 0.38% 78

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Advisor Alliance's GD Position: Q2 2026 in Review

Independent Advisor Alliance reduced its General Dynamics (GD) stake by 0.27% in Q2 2026, selling an estimated $8.56K and leaving 9,324 shares worth $3.3M. The position accounts for 0.08% of the portfolio, ranked #190.

Independent Advisor Alliance first reported a position in GD in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.06M in Q3 2024. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Independent Advisor Alliance held 9,324 shares of General Dynamics worth $3.3M as of Q2 2026.
  • Independent Advisor Alliance sold 25 General Dynamics shares in Q2 2026, an estimated $8.56K.
  • General Dynamics made up 0.08% of Independent Advisor Alliance's portfolio in Q2 2026, its #190 holding.
  • Independent Advisor Alliance first reported a position in General Dynamics in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's General Dynamics position peaked at $7.06M in Q3 2024.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.