KFP
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Kerr Financial Planning’s General Dynamics GD Stock Holding History

Kerr Financial Planning’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 		$22.8K Hold
65
– – 0.03% 267
2026
Q1 		$19.8K Buy
65
+2
+3% +$709 0.01% 279
2025
Q4 		$22.6K Sell
63
-9
-13% -$3.07K 0.03% 262
2025
Q3 		$24.8K Buy
+72
New +$22.7K 0.03% 240

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

Kerr Financial Planning's GD Position: Q2 2026 in Review

Kerr Financial Planning held its General Dynamics (GD) position steady in Q2 2026 at 65 shares worth $22.8K. The position accounts for 0.03% of the portfolio, ranked #267.

Kerr Financial Planning first reported a position in GD in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.8K in Q3 2025. 2,203 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Kerr Financial Planning held 65 shares of General Dynamics worth $22.8K as of Q2 2026.
  • Kerr Financial Planning left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #267 holding.
  • Kerr Financial Planning first reported a position in General Dynamics in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's General Dynamics position peaked at $24.8K in Q3 2025.
  • 2,203 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.