Jackson Grant Investment Advisers’s General Dynamics GD Stock Holding History

Jackson Grant Investment Advisers’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	$235K	Buy	686 +1	+0.1%	+$355	0.08%	106
2025 Q4	$231K	Buy	685 +1	+0.1%	+$341	0.08%	104
2025 Q3	$233K	Buy	684 +500	+272%	+$158K	0.08%	104
2025 Q2	$53.5K	Buy	184 +1	+0.5%	+$275	0.02%	178
2025 Q1	$49.8K	Buy	183 +1	+0.5%	+$260	0.02%	177
2024 Q4	$47.8K	Buy	182 +1	+0.6%	+$288	0.02%	182
2024 Q3	$54.6K	Buy	181 +1	+0.6%	+$294	0.02%	175
2024 Q2	$52.2K	Buy	180 +1	+0.6%	+$293	0.02%	177
2024 Q1	$50.6K	Buy	179 +1	+0.6%	+$267	0.02%	173
2023 Q4	$46.3K	Buy	178 +1	+0.6%	+$244	0.02%	174
2023 Q3	$39.1K	Buy	177 +1	+0.6%	+$221	0.02%	182
2023 Q2	$37.9K	Buy	176 +1	+0.6%	+$216	0.02%	185
2023 Q1	$39.9K	Buy	175 +1	+0.6%	+$231	0.02%	198
2022 Q4	$43.2K	Buy	174 +1	+0.6%	+$244	0.02%	192
2022 Q3	$37K	Buy	173 +1	+0.6%	+$226	0.02%	207
2022 Q2	$38K	Buy	172 +1	+0.6%	+$230	0.02%	211
2022 Q1	$41K	Buy	171 +1	+0.6%	+$222	0.02%	223
2021 Q4	$36K	Buy	170 +1	+0.6%	+$202	0.02%	194
2021 Q3	$33K	Buy	169 +1	+0.6%	+$196	0.01%	245
2021 Q2	$32K	Buy	168 +1	+0.6%	+$189	0.01%	247
2021 Q1	$30K	Buy	167 +1	+0.6%	+$163	0.01%	249
2020 Q4	$25K	Buy	166 +1	+0.6%	+$146	0.01%	233
2020 Q3	$23K	Buy	165 +1	+0.6%	+$148	0.01%	180
2020 Q2	$24K	Buy	164 +2	+1%	+$282	0.02%	173
2020 Q1	$21K	Buy	162 +1	+0.6%	+$166	0.02%	172
2019 Q4	$28K	Hold	161	–	–	0.02%	174
2019 Q3	$29K	Buy	161 +1	+0.6%	+$186	0.02%	172
2019 Q2	$29K	Buy	160 +1	+0.6%	+$172	0.02%	171
2019 Q1	$27K	Sell	159 -22	-12%	-$3.71K	0.02%	170
2018 Q4	$28K	Buy	181 +24	+15%	+$4.3K	0.02%	169
2018 Q3	$32K	Buy	157 +1	+0.6%	+$196	0.02%	166
2018 Q2	$29K	Hold	156	–	–	0.02%	178
2018 Q1	$34K	Buy	156 +1	+0.6%	+$218	0.02%	165
2017 Q4	$32K	Buy	155 +1	+0.6%	+$204	0.02%	166
2017 Q3	$32K	Hold	154	–	–	0.02%	166
2017 Q2	$30K	Buy	154 +1	+0.7%	+$196	0.02%	152
2017 Q1	$29K	Buy	153 +1	+0.7%	+$185	0.02%	145
2016 Q4	$26K	Hold	152	–	–	0.02%	149
2016 Q3	$24K	Buy	152 +1	+0.7%	+$149	0.02%	142
2016 Q2	$21K	Buy	151 +1	+0.7%	+$139	0.02%	141
2016 Q1	$20K	Hold	150	–	–	0.02%	137
2015 Q4	$21K	Buy	+150	New	+$21.4K	0.02%	144

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

Jackson Grant Investment Advisers's GD Position: Q1 2026 in Review

Jackson Grant Investment Advisers increased its General Dynamics (GD) stake by 0.15% in Q1 2026, buying an estimated $355 and bringing the position to 686 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #106.

Jackson Grant Investment Advisers first reported a position in GD in Q4 2015 and has held it in 42 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Jackson Grant Investment Advisers held 686 shares of General Dynamics worth $235K as of Q1 2026.
Jackson Grant Investment Advisers bought 1 General Dynamics share in Q1 2026, an estimated $355.
General Dynamics made up 0.08% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #106 holding.
Jackson Grant Investment Advisers first reported a position in General Dynamics in Q4 2015 and has held it in 42 quarters since.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.