LFA
GD icon

Legacy Financial Advisors’s General Dynamics GD Stock Holding History

Legacy Financial 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
Q1 		$710K Sell
2,070
-162
-7% -$57.5K 0.1% 177
2025
Q4 		$751K Sell
2,232
-106
-5% -$36.1K 0.1% 165
2025
Q3 		$797K Buy
2,338
+104
+5% +$32.8K 0.11% 174
2025
Q2 		$652K Sell
2,234
-2,289
-51% -$630K 0.1% 173
2025
Q1 		$1.23M Buy
4,523
+94
+2% +$24.4K 0.21% 86
2024
Q4 		$1.17M Sell
4,429
-408
-8% -$117K 0.19% 88
2024
Q3 		$1.46M Sell
4,837
-978
-17% -$287K 0.25% 71
2024
Q2 		$1.69M Buy
5,815
+127
+2% +$37.2K 0.3% 54
2024
Q1 		$1.61M Buy
5,688
+232
+4% +$62K 0.29% 59
2023
Q4 		$1.42M Buy
5,456
+130
+2% +$31.7K 0.27% 62
2023
Q3 		$1.18M Buy
5,326
+477
+10% +$106K 0.24% 59
2023
Q2 		$1.04M Buy
4,849
+103
+2% +$22.2K 0.19% 67
2023
Q1 		$1.08M Buy
4,746
+176
+4% +$40.7K 0.22% 58
2022
Q4 		$1.13M Buy
4,570
+308
+7% +$75.1K 0.24% 51
2022
Q3 		$904K Buy
4,262
+219
+5% +$49.5K 0.22% 54
2022
Q2 		$895K Buy
4,043
+410
+11% +$94.4K 0.22% 50
2022
Q1 		$876K Sell
3,633
-7
-0.2% -$1.55K 0.2% 54
2021
Q4 		$759K Buy
3,640
+268
+8% +$54.1K 0.17% 61
2021
Q3 		$661K Buy
3,372
+747
+28% +$146K 0.16% 59
2021
Q2 		$494K Buy
2,625
+762
+41% +$144K 0.13% 72
2021
Q1 		$338K Buy
+1,863
New +$304K 0.09% 90
2019
Q2 		– Sell
-186
Closed -$31K – 413
2019
Q1 		$31K Buy
186
+44
+31% +$7.41K 0.01% 367
2018
Q4 		$22K Buy
142
+108
+318% +$19.4K 0.01% 391
2018
Q3 		$6K Sell
34
-256
-88% -$50.1K ﹤0.01% 643
2018
Q2 		$56K Sell
290
-51
-15% -$10.4K 0.02% 232
2018
Q1 		$73K Sell
341
-71
-17% -$15.4K 0.03% 202
2017
Q4 		$83K Buy
+412
New +$84.2K 0.03% 198

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

Legacy Financial Advisors's GD Position: Q1 2026 in Review

Legacy Financial Advisors reduced its General Dynamics (GD) stake by 7.3% in Q1 2026, selling an estimated $57.5K and leaving 2,070 shares worth $710K. The position accounts for 0.1% of the portfolio, ranked #177.

Legacy Financial Advisors first reported a position in GD in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.69M in Q2 2024. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Legacy Financial Advisors held 2,070 shares of General Dynamics worth $710K as of Q1 2026.
  • Legacy Financial Advisors sold 162 General Dynamics shares in Q1 2026, an estimated $57.5K.
  • General Dynamics made up 0.1% of Legacy Financial Advisors's portfolio in Q1 2026, its #177 holding.
  • Legacy Financial Advisors first reported a position in General Dynamics in Q4 2017 and has held it in 27 quarters since.
  • Legacy Financial Advisors's General Dynamics position peaked at $1.69M in Q2 2024.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.