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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
Q2 		$678K Sell
1,915
-155
-7% -$53.1K 0.08% 188
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 $9.89B 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 Financial Advisors's GD Position: Q2 2026 in Review

Legacy Financial Advisors reduced its General Dynamics (GD) stake by 7.5% in Q2 2026, selling an estimated $53.1K and leaving 1,915 shares worth $678K. The position accounts for 0.08% of the portfolio, ranked #188.

Legacy Financial Advisors first reported a position in GD in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.69M in Q2 2024. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Legacy Financial Advisors held 1,915 shares of General Dynamics worth $678K as of Q2 2026.
  • Legacy Financial Advisors sold 155 General Dynamics shares in Q2 2026, an estimated $53.1K.
  • General Dynamics made up 0.08% of Legacy Financial Advisors's portfolio in Q2 2026, its #188 holding.
  • Legacy Financial Advisors first reported a position in General Dynamics in Q4 2017 and has held it in 28 quarters since.
  • Legacy Financial Advisors's General Dynamics position peaked at $1.69M in Q2 2024.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.