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Legacy Private Trust’s General Dynamics GD Stock Holding History

Legacy Private Trust’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 		$696K Hold
1,965
– – 0.04% 191
2026
Q1 		$674K Sell
1,965
-26
-1% -$9.22K 0.04% 184
2025
Q4 		$670K Sell
1,991
-23
-1% -$7.84K 0.04% 181
2025
Q3 		$687K Buy
2,014
+20
+1% +$6.3K 0.04% 174
2025
Q2 		$582K Sell
1,994
-166
-8% -$45.7K 0.04% 183
2025
Q1 		$589K Sell
2,160
-260
-11% -$67.6K 0.04% 175
2024
Q4 		$638K Sell
2,420
-220
-8% -$63.3K 0.04% 168
2024
Q3 		$798K Sell
2,640
-40
-1% -$11.8K 0.05% 158
2024
Q2 		$778K Hold
2,680
– – 0.06% 154
2024
Q1 		$757K Buy
2,680
+136
+5% +$36.4K 0.06% 157
2023
Q4 		$661K Hold
2,544
– – 0.05% 155
2023
Q3 		$562K Hold
2,544
– – 0.05% 163
2023
Q2 		$547K Buy
2,544
+125
+5% +$27K 0.05% 168
2023
Q1 		$552K Buy
2,419
+265
+12% +$61.2K 0.05% 163
2022
Q4 		$534K Sell
2,154
-40
-2% -$9.76K 0.05% 171
2022
Q3 		$466K Hold
2,194
– – 0.04% 173
2022
Q2 		$485K Sell
2,194
-50
-2% -$11.5K 0.04% 170
2022
Q1 		$541K Sell
2,244
-266
-11% -$59.1K 0.04% 184
2021
Q4 		$523K Sell
2,510
-90
-3% -$18.2K 0.04% 189
2021
Q3 		$510K Hold
2,600
– – 0.04% 181
2021
Q2 		$489K Hold
2,600
– – 0.04% 181
2021
Q1 		$472K Sell
2,600
-180
-6% -$29.4K 0.04% 180
2020
Q4 		$414K Sell
2,780
-100
-3% -$14.6K 0.04% 186
2020
Q3 		$399K Hold
2,880
– – 0.04% 175
2020
Q2 		$430K Sell
2,880
-7,618
-73% -$1.08M 0.05% 164
2020
Q1 		$1.39M Sell
10,498
-3,989
-28% -$663K 0.18% 97
2019
Q4 		$2.56M Sell
14,487
-44
-0.3% -$7.9K 0.27% 87
2019
Q3 		$2.65M Hold
14,531
– – 0.3% 82
2019
Q2 		$2.64M Sell
14,531
-2,275
-14% -$392K 0.3% 83
2019
Q1 		$2.85M Sell
16,806
-400
-2% -$67.4K 0.34% 78
2018
Q4 		$2.71M Sell
17,206
-700
-4% -$125K 0.35% 72
2018
Q3 		$3.67M Buy
17,906
+81
+0.5% +$15.8K 0.41% 60
2018
Q2 		$3.32M Sell
17,825
-90
-0.5% -$18.4K 0.4% 60
2018
Q1 		$3.96M Sell
17,915
-644
-3% -$140K 0.46% 56
2017
Q4 		$3.77M Sell
18,559
-619
-3% -$126K 0.44% 61
2017
Q3 		$3.94M Sell
19,178
-508
-3% -$102K 0.48% 53
2017
Q2 		$3.9M Sell
19,686
-2,635
-12% -$516K 0.49% 52
2017
Q1 		$4.18M Sell
22,321
-2,519
-10% -$466K 0.54% 55
2016
Q4 		$4.29M Sell
24,840
-1,416
-5% -$232K 0.58% 47
2016
Q3 		$4.07M Buy
26,256
+670
+3% +$99.9K 0.55% 50
2016
Q2 		$3.56M Sell
25,586
-1,488
-5% -$207K 0.52% 55
2016
Q1 		$3.56M Buy
27,074
+3,344
+14% +$443K 0.54% 57
2015
Q4 		$3.26M Sell
23,730
-3,214
-12% -$459K 0.5% 64
2015
Q3 		$3.72M Buy
26,944
+4,234
+19% +$612K 0.59% 47
2015
Q2 		$3.22M Buy
22,710
+2,285
+11% +$317K 0.49% 64
2015
Q1 		$2.77M Buy
20,425
+5,120
+33% +$702K 0.41% 72
2014
Q4 		$2.11M Buy
15,305
+6,020
+65% +$819K 0.31% 84
2014
Q3 		$1.18M Buy
9,285
+490
+6% +$59.5K 0.18% 133
2014
Q2 		$1.02M Buy
8,795
+810
+10% +$92.1K 0.16% 137
2014
Q1 		$870K Buy
7,985
+450
+6% +$46.6K 0.15% 118
2013
Q4 		$720K Buy
7,535
+160
+2% +$14.3K 0.13% 120
2013
Q3 		$645K Buy
7,375
+1,980
+37% +$168K 0.14% 114
2013
Q2 		$423K Buy
+5,395
New +$401K 0.1% 126

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Legacy Private Trust's GD Position: Q2 2026 in Review

Legacy Private Trust held its General Dynamics (GD) position steady in Q2 2026 at 1,965 shares worth $696K. The position accounts for 0.04% of the portfolio, ranked #191.

Legacy Private Trust first reported a position in GD in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.29M in Q4 2016. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Legacy Private Trust held 1,965 shares of General Dynamics worth $696K as of Q2 2026.
  • Legacy Private Trust left its General Dynamics share count unchanged in Q2 2026.
  • General Dynamics made up 0.04% of Legacy Private Trust's portfolio in Q2 2026, its #191 holding.
  • Legacy Private Trust first reported a position in General Dynamics in Q2 2013 and has held it in 53 quarters since.
  • Legacy Private Trust's General Dynamics position peaked at $4.29M in Q4 2016.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.