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 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

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Trust's GD Position: Q1 2026 in Review

Legacy Trust held its General Dynamics (GD) position steady in Q1 2026 at 1,301 shares worth $447K. The position accounts for 0.09% of the portfolio, ranked #143.

Legacy Trust first reported a position in GD in Q4 2022 and has held it in 14 quarters since. The position peaked at $481K in Q3 2025. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Legacy Trust held 1,301 shares of General Dynamics worth $447K as of Q1 2026.
Legacy Trust left its General Dynamics share count unchanged in Q1 2026.
General Dynamics made up 0.09% of Legacy Trust's portfolio in Q1 2026, its #143 holding.
Legacy Trust first reported a position in General Dynamics in Q4 2022 and has held it in 14 quarters since.
Legacy Trust's General Dynamics position peaked at $481K in Q3 2025.
2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.