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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
Q2 		$332K Sell
937
-19
-2% -$6.51K 0.06% 279
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 $9.89B 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 $3.38T AUM 44.17% 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 Capital Wealth Partners's GD Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its General Dynamics (GD) stake by 2% in Q2 2026, selling an estimated $6.51K and leaving 937 shares worth $332K. The position accounts for 0.06% of the portfolio, ranked #279.

Legacy Capital Wealth Partners first reported a position in GD in Q1 2023 and has held it in 12 quarters since. The position peaked at $623K in Q4 2023. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Legacy Capital Wealth Partners held 937 shares of General Dynamics worth $332K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 19 General Dynamics shares in Q2 2026, an estimated $6.51K.
  • General Dynamics made up 0.06% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #279 holding.
  • Legacy Capital Wealth Partners first reported a position in General Dynamics in Q1 2023 and has held it in 12 quarters since.
  • Legacy Capital Wealth Partners's General Dynamics position peaked at $623K in Q4 2023.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.