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KMG Fiduciary Partners’s General Dynamics GD Stock Holding History

KMG Fiduciary Partners’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 		$3.17M Sell
8,940
-9,687
-52% -$3.32M 0.29% 74
2026
Q1 		$6.39M Buy
18,627
+93
+0.5% +$33K 0.47% 60
2025
Q4 		$6.24M Buy
18,534
+115
+0.6% +$39.2K 0.44% 61
2025
Q3 		$6.28M Buy
18,419
+288
+2% +$90.8K 0.42% 60
2025
Q2 		$5.29M Buy
18,131
+479
+3% +$132K 0.39% 62
2025
Q1 		$4.81M Buy
17,652
+772
+5% +$201K 0.4% 65
2024
Q4 		$4.45M Buy
16,880
+924
+6% +$266K 0.37% 71
2024
Q3 		$4.82M Buy
15,956
+340
+2% +$99.9K 0.42% 61
2024
Q2 		$4.53M Buy
15,616
+137
+0.9% +$40.1K 0.45% 55
2024
Q1 		$4.37M Buy
15,479
+286
+2% +$76.5K 0.45% 55
2023
Q4 		$3.95M Sell
15,193
-17
-0.1% -$4.15K 0.46% 59
2023
Q3 		$3.36M Sell
15,210
-342
-2% -$75.7K 0.44% 59
2023
Q2 		$3.35M Buy
15,552
+332
+2% +$71.6K 0.43% 61
2023
Q1 		$3.47M Buy
15,220
+757
+5% +$175K 0.5% 55
2022
Q4 		$3.59M Buy
14,463
+1,244
+9% +$303K 0.59% 52
2022
Q3 		$2.81M Buy
13,219
+424
+3% +$95.8K 0.54% 54
2022
Q2 		$2.83M Buy
12,795
+668
+6% +$154K 0.53% 48
2022
Q1 		$2.92M Buy
12,127
+2,105
+21% +$467K 0.47% 54
2021
Q4 		$2.09M Buy
10,022
+600
+6% +$121K 0.32% 79
2021
Q3 		$1.85M Buy
9,422
+434
+5% +$85K 0.31% 78
2021
Q2 		$1.69M Buy
8,988
+304
+4% +$57.3K 0.3% 74
2021
Q1 		$1.58M Buy
8,684
+1,131
+15% +$185K 0.31% 73
2020
Q4 		$1.1M Buy
7,553
+371
+5% +$54.2K 0.23% 91
2020
Q3 		$994K Buy
7,182
+127
+2% +$18.8K 0.25% 80
2020
Q2 		$1.05M Buy
7,055
+512
+8% +$72.3K 0.29% 72
2020
Q1 		$866K Buy
6,543
+245
+4% +$40.7K 0.28% 71
2019
Q4 		$1.11M Buy
6,298
+150
+2% +$26.9K 0.34% 55
2019
Q3 		$1.12M Hold
6,148
– – 0.38% 50
2019
Q2 		$1.12M Hold
6,148
– – 0.4% 48
2019
Q1 		$1.04M Hold
6,148
– – 0.4% 53
2018
Q4 		$967K Buy
+6,148
New +$1.1M 0.44% 46

Other funds holding GD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

KMG Fiduciary Partners's GD Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its General Dynamics (GD) stake by 52% in Q2 2026, selling an estimated $3.32M and leaving 8,940 shares worth $3.17M. The position accounts for 0.29% of the portfolio, ranked #74.

KMG Fiduciary Partners first reported a position in GD in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.39M in Q1 2026. 353 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • KMG Fiduciary Partners held 8,940 shares of General Dynamics worth $3.17M as of Q2 2026.
  • KMG Fiduciary Partners sold 9,687 General Dynamics shares in Q2 2026, an estimated $3.32M.
  • General Dynamics made up 0.29% of KMG Fiduciary Partners's portfolio in Q2 2026, its #74 holding.
  • KMG Fiduciary Partners first reported a position in General Dynamics in Q4 2018 and has held it in 31 quarters since.
  • KMG Fiduciary Partners's General Dynamics position peaked at $6.39M in Q1 2026.
  • 353 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.