LA
GD icon

Legacy Advisors’s General Dynamics GD Stock Holding History

Legacy Advisors’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
-1,169
Closed -$319K – 162
2025
Q1 		$319K Buy
1,169
+116
+11% +$30.1K 0.03% 314
2024
Q4 		$277K Buy
1,053
+335
+47% +$96.5K 0.03% 327
2024
Q3 		$217K Buy
+718
New +$211K 0.02% 354
2019
Q2 		– Sell
-141
Closed -$24K – 385
2019
Q1 		$24K Buy
+141
New +$23.8K 0.01% 263
2018
Q4 		– Sell
-41
Closed -$8K – 219
2018
Q3 		$8K Hold
41
– – ﹤0.01% 370
2018
Q2 		$8K Hold
41
– – 0.01% 323
2018
Q1 		$9K Hold
41
– – 0.01% 278
2017
Q4 		$8K Hold
41
– – 0.01% 273
2017
Q3 		$8K Buy
+41
New +$8.22K 0.01% 238

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return