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
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 $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investment Advisory Group's GD Position: Q1 2026 in Review

Investment Advisory Group increased its General Dynamics (GD) stake by 0.48% in Q1 2026, buying an estimated $1.06K and bringing the position to 629 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #185.

Investment Advisory Group first reported a position in GD in Q3 2025 and has held it in 3 quarters since. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Investment Advisory Group held 629 shares of General Dynamics worth $216K as of Q1 2026.
  • Investment Advisory Group bought 3 General Dynamics shares in Q1 2026, an estimated $1.06K.
  • General Dynamics made up 0.05% of Investment Advisory Group's portfolio in Q1 2026, its #185 holding.
  • Investment Advisory Group first reported a position in General Dynamics in Q3 2025 and has held it in 3 quarters since.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.