Kimelman & Baird’s General Dynamics GD Stock Holding History

Kimelman & Baird’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
2025 Q2	–	Sell	-1,000	Closed	-$273K	–	345
2025 Q1	$273K	Hold	1,000	–	–	0.02%	111
2024 Q4	$263K	Hold	1,000	–	–	0.02%	115
2024 Q3	$302K	Hold	1,000	–	–	0.02%	114
2024 Q2	$290K	Buy	+1,000	New	+$293K	0.02%	115
2019 Q3	$201K	Hold	1,102	–	–	0.03%	98
2019 Q2	$200K	Buy	+1,102	New	+$190K	0.03%	101
2018 Q4	–	Sell	-1,102	Closed	-$226K	–	102
2018 Q3	$226K	Hold	1,102	–	–	0.03%	99
2018 Q2	$205K	Buy	+1,102	New	+$226K	0.03%	106
2017 Q4	$224K	Hold	1,102	–	–	0.03%	107
2017 Q3	$227K	Hold	1,102	–	–	0.03%	109
2017 Q2	$218K	Sell	1,102 -200	-15%	-$39.2K	0.03%	112
2017 Q1	$244K	Hold	1,302	–	–	0.04%	106
2016 Q4	$225K	Sell	1,302 -200	-13%	-$32.7K	0.04%	106
2016 Q3	$233K	Hold	1,502	–	–	0.04%	92
2016 Q2	$209K	Buy	+1,502	New	+$209K	0.04%	96
2015 Q2	$213K	Hold	1,500	–	–	0.04%	111
2015 Q1	$204K	Hold	1,500	–	–	0.04%	109
2014 Q4	$206K	Buy	+1,500	New	+$204K	0.04%	113

Other funds holding GD

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Newport Trust Company

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return