Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s General Dynamics GD Stock Holding History

Kovitz Investment Group 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
Q1 		$39.5M Sell
115,023
-6,184
-5% -$2.19M 0.92% 20
2025
Q4 		$40.8M Buy
121,207
+81,977
+209% +$28M 0.9% 22
2025
Q3 		$13.4M Buy
39,230
+8,874
+29% +$2.8M 0.05% 276
2025
Q2 		$8.85M Sell
30,356
-6,193
-17% -$1.7M 0.04% 336
2025
Q1 		$9.96M Sell
36,549
-788
-2% -$205K 0.05% 268
2024
Q4 		$9.84M Buy
37,337
+336
+0.9% +$96.7K 0.05% 268
2024
Q3 		$10.3M Buy
37,001
+19,932
+117% +$5.86M 0.07% 219
2024
Q2 		$4.95M Buy
17,069
+665
+4% +$195K 0.04% 293
2024
Q1 		$4.63M Buy
16,404
+4,070
+33% +$1.09M 0.06% 211
2023
Q4 		$3.2M Sell
12,334
-206
-2% -$50.3K 0.05% 200
2023
Q3 		$2.77M Sell
12,540
-694
-5% -$154K 0.05% 202
2023
Q2 		$2.85M Buy
13,234
+224
+2% +$48.3K 0.04% 212
2023
Q1 		$2.97M Buy
13,010
+147
+1% +$34K 0.05% 205
2022
Q4 		$3.19M Sell
12,863
-396
-3% -$96.6K 0.06% 201
2022
Q3 		$2.81M Sell
13,259
-159
-1% -$35.9K 0.07% 198
2022
Q2 		$2.97M Sell
13,418
-2,177
-14% -$501K 0.07% 204
2022
Q1 		$3.76M Sell
15,595
-19,882
-56% -$4.42M 0.07% 194
2021
Q4 		$5.28M Buy
35,477
+15,892
+81% +$3.21M 0.12% 118
2021
Q3 		$3.84M Sell
19,585
-7,782
-28% -$1.52M 0.08% 177
2021
Q2 		$5.15M Sell
27,367
-6,298
-19% -$1.19M 0.1% 150
2021
Q1 		$6.11M Sell
33,665
-1,811
-5% -$296K 0.14% 109
2020
Q4 		$5.28M Buy
35,476
+6,761
+24% +$988K 0.13% 113
2020
Q3 		$3.98M Buy
28,715
+17,412
+154% +$2.57M 0.11% 128
2020
Q2 		$1.69M Buy
11,303
+594
+6% +$83.9K 0.05% 197
2020
Q1 		$1.42M Buy
10,709
+907
+9% +$151K 0.05% 207
2019
Q4 		$1.73M Buy
+9,802
New +$1.76M 0.05% 211

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kovitz Investment Group Partners's GD Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its General Dynamics (GD) stake by 5.1% in Q1 2026, selling an estimated $2.19M and leaving 115,023 shares worth $39.5M. The position accounts for 0.92% of the portfolio, ranked #20.

Kovitz Investment Group Partners first reported a position in GD in Q4 2019 and has held it in 26 quarters since. The position peaked at $40.8M in Q4 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Kovitz Investment Group Partners held 115,023 shares of General Dynamics worth $39.5M as of Q1 2026.
  • Kovitz Investment Group Partners sold 6,184 General Dynamics shares in Q1 2026, an estimated $2.19M.
  • General Dynamics made up 0.92% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #20 holding.
  • Kovitz Investment Group Partners first reported a position in General Dynamics in Q4 2019 and has held it in 26 quarters since.
  • Kovitz Investment Group Partners's General Dynamics position peaked at $40.8M in Q4 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.