Legacy Capital Wealth Partners’s General Dynamics GD Stock Holding History

Legacy Capital Wealth 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	$328K	Sell	956 -806	-46%	-$286K	0.07%	278
2025 Q4	$593K	Sell	1,762 -16	-0.9%	-$5.46K	0.13%	174
2025 Q3	$606K	Buy	1,778 +18	+1%	+$5.67K	0.13%	169
2025 Q2	$513K	Sell	1,760 -22	-1%	-$6.05K	0.12%	190
2025 Q1	$486K	Sell	1,782 -37	-2%	-$9.62K	0.12%	185
2024 Q4	$479K	Sell	1,819 -140	-7%	-$40.3K	0.12%	189
2024 Q3	$592K	Sell	1,959 -55	-3%	-$16.2K	0.12%	163
2024 Q2	$584K	Buy	+2,014	New	+$590K	0.15%	134
2024 Q1	–	Sell	-2,399	Closed	-$623K	–	196
2023 Q4	$623K	Buy	2,399 +67	+3%	+$16.3K	0.18%	122
2023 Q3	$515K	Buy	+2,332	New	+$516K	0.14%	138
2023 Q2	–	Sell	-1,958	Closed	-$447K	–	111
2023 Q1	$447K	Buy	+1,958	New	+$452K	0.12%	144

Other funds holding GD

LAMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Capital Wealth Partners's GD Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its General Dynamics (GD) stake by 46% in Q1 2026, selling an estimated $286K and leaving 956 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #278.

Legacy Capital Wealth Partners first reported a position in GD in Q1 2023 and has held it in 11 quarters since. The position peaked at $623K in Q4 2023. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Legacy Capital Wealth Partners held 956 shares of General Dynamics worth $328K as of Q1 2026.
Legacy Capital Wealth Partners sold 806 General Dynamics shares in Q1 2026, an estimated $286K.
General Dynamics made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #278 holding.
Legacy Capital Wealth Partners first reported a position in General Dynamics in Q1 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's General Dynamics position peaked at $623K in Q4 2023.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.