IAG
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Investment Advisory Group’s General Dynamics GD Stock Holding History

Investment Advisory Group’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 		$230K Buy
648
+19
+3% +$6.51K 0.05% 195
2026
Q1 		$216K Buy
629
+3
+0.5% +$1.06K 0.05% 185
2025
Q4 		$211K Hold
626
– – 0.05% 186
2025
Q3 		$213K Buy
+626
New +$197K 0.06% 181

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

Investment Advisory Group's GD Position: Q2 2026 in Review

Investment Advisory Group increased its General Dynamics (GD) stake by 3% in Q2 2026, buying an estimated $6.51K and bringing the position to 648 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #195.

Investment Advisory Group first reported a position in GD in Q3 2025 and has held it in 4 quarters since. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Investment Advisory Group held 648 shares of General Dynamics worth $230K as of Q2 2026.
  • Investment Advisory Group bought 19 General Dynamics shares in Q2 2026, an estimated $6.51K.
  • General Dynamics made up 0.05% of Investment Advisory Group's portfolio in Q2 2026, its #195 holding.
  • Investment Advisory Group first reported a position in General Dynamics in Q3 2025 and has held it in 4 quarters since.
  • 2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.