Key Financial Inc’s General Dynamics GD Stock Holding History

Key Financial Inc’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	$148K	Buy	431 +21	+5%	+$7.45K	0.03%	341
2025 Q4	$138K	Hold	410	–	–	0.03%	344
2025 Q3	$140K	Hold	410	–	–	0.03%	346
2025 Q2	$120K	Hold	410	–	–	0.02%	348
2025 Q1	$112K	Hold	410	–	–	0.02%	339
2024 Q4	$108K	Hold	410	–	–	0.02%	334
2024 Q3	$124K	Buy	410 +4	+1%	+$1.18K	0.03%	318
2024 Q2	$118K	Hold	406	–	–	0.03%	309
2024 Q1	$115K	Hold	406	–	–	0.03%	296
2023 Q4	$105K	Sell	406 -26	-6%	-$6.34K	0.03%	302
2023 Q3	$95.5K	Hold	432	–	–	0.03%	305
2023 Q2	$92.9K	Buy	432 +56	+15%	+$12.1K	0.03%	311
2023 Q1	$85.8K	Hold	376	–	–	0.03%	317
2022 Q4	$79.8K	Hold	376	–	–	0.04%	288
2022 Q3	$80K	Hold	376	–	–	0.04%	290
2022 Q2	$84K	Hold	376	–	–	0.05%	274
2022 Q1	$91K	Buy	376 +25	+7%	+$5.55K	0.05%	270
2021 Q4	$73K	Buy	351 +55	+19%	+$11.1K	0.04%	288
2021 Q3	$58K	Buy	296 +14	+5%	+$2.74K	0.03%	326
2021 Q2	$55K	Buy	282 +44	+18%	+$8.3K	0.03%	342
2021 Q1	$43K	Buy	238 +9	+4%	+$1.47K	0.03%	301
2020 Q4	$34K	Buy	+229	New	+$33.5K	0.03%	302
2020 Q2	–	Sell	-229	Closed	-$31K	–	300
2020 Q1	$31K	Buy	+229	New	+$38K	0.03%	273

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

Key Financial Inc's GD Position: Q1 2026 in Review

Key Financial Inc increased its General Dynamics (GD) stake by 5.1% in Q1 2026, buying an estimated $7.45K and bringing the position to 431 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #341.

Key Financial Inc first reported a position in GD in Q1 2020 and has held it in 23 quarters since. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Key Financial Inc held 431 shares of General Dynamics worth $148K as of Q1 2026.
Key Financial Inc bought 21 General Dynamics shares in Q1 2026, an estimated $7.45K.
General Dynamics made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #341 holding.
Key Financial Inc first reported a position in General Dynamics in Q1 2020 and has held it in 23 quarters since.
2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.