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Legacy Trust’s General Dynamics GD Stock Holding History

Legacy 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
Q3 		$423K Sell
1,136
-115
-9% -$42.7K 0.07% 160
2026
Q2 		$443K Sell
1,251
-50
-4% -$17.1K 0.08% 141
2026
Q1 		$447K Hold
1,301
– – 0.09% 143
2025
Q4 		$438K Sell
1,301
-110
-8% -$37.5K 0.08% 141
2025
Q3 		$481K Buy
1,411
+468
+50% +$148K 0.09% 130
2025
Q2 		$275K Buy
943
+25
+3% +$6.88K 0.07% 127
2025
Q1 		$250K Sell
918
-27
-3% -$7.02K 0.06% 147
2024
Q4 		$249K Sell
945
-230
-20% -$66.2K 0.06% 145
2024
Q3 		$355K Sell
1,175
-263
-18% -$77.3K 0.08% 127
2024
Q2 		$417K Buy
1,438
+8
+0.6% +$2.34K 0.1% 110
2024
Q1 		$404K Buy
1,430
+5
+0.4% +$1.34K 0.1% 117
2023
Q4 		$370K Sell
1,425
-270
-16% -$65.9K 0.1% 122
2023
Q3 		$375K Buy
1,695
+13
+0.8% +$2.88K 0.11% 115
2023
Q2 		$362K Hold
1,682
– – 0.1% 117
2023
Q1 		$384K Hold
1,682
– – 0.11% 113
2022
Q4 		$417K Buy
+1,682
New +$410K 0.13% 105

Other funds holding GD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Legacy Trust's GD Position: Q3 2026 in Review

Legacy Trust reduced its General Dynamics (GD) stake by 9.2% in Q3 2026, selling an estimated $42.7K and leaving 1,136 shares worth $423K. The position accounts for 0.07% of the portfolio, ranked #160.

Legacy Trust first reported a position in GD in Q4 2022 and has held it in 16 quarters since. The position peaked at $481K in Q3 2025. 1,383 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Legacy Trust held 1,136 shares of General Dynamics worth $423K as of Q3 2026.
  • Legacy Trust sold 115 General Dynamics shares in Q3 2026, an estimated $42.7K.
  • General Dynamics made up 0.07% of Legacy Trust's portfolio in Q3 2026, its #160 holding.
  • Legacy Trust first reported a position in General Dynamics in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's General Dynamics position peaked at $481K in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.