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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
2026
Q2 		$290K Buy
+820
New +$281K 0.03% 247
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 – 383
2019
Q1 		$24K Buy
+141
New +$23.8K 0.01% 263
2018
Q4 		– Sell
-41
Closed -$8K – 218
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 $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Advisors's GD Position: Q2 2026 in Review

Legacy Advisors opened a new position in General Dynamics (GD) in Q2 2026: 820 shares worth $290K. The stake represents 0.03% of the portfolio and ranks #247 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in GD as recently as Q1 2025.

Legacy Advisors first reported a position in GD in Q3 2017 and has held it in 10 quarters since. The position peaked at $319K in Q1 2025. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Legacy Advisors held 820 shares of General Dynamics worth $290K as of Q2 2026.
  • General Dynamics was a new Legacy Advisors position in Q2 2026.
  • General Dynamics made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #247 holding.
  • Legacy Advisors first reported a position in General Dynamics in Q3 2017 and has held it in 10 quarters since.
  • Legacy Advisors's General Dynamics position peaked at $319K in Q1 2025.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.