Legal Advantage Investments’s General Dynamics GD Stock Holding History

Legal Advantage Investments’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	$850K	Hold	2,400	–	–	0.3%	53
2026 Q1	$824K	Hold	2,400	–	–	0.43%	54
2025 Q4	$808K	Sell	2,400 -100	-4%	-$34.1K	0.37%	60
2025 Q3	$853K	Hold	2,500	–	–	0.38%	59
2025 Q2	$729K	Hold	2,500	–	–	0.34%	63
2025 Q1	$681K	Hold	2,500	–	–	0.37%	62
2024 Q4	$659K	Sell	2,500 -100	-4%	-$28.8K	0.35%	68
2024 Q3	$786K	Hold	2,600	–	–	0.43%	56
2024 Q2	$754K	Hold	2,600	–	–	0.43%	55
2024 Q1	$734K	Hold	2,600	–	–	0.41%	53
2023 Q4	$675K	Sell	2,600 -300	-10%	-$73.2K	0.41%	55
2023 Q3	$641K	Hold	2,900	–	–	0.46%	54
2023 Q2	$624K	Hold	2,900	–	–	0.42%	60
2023 Q1	$662K	Hold	2,900	–	–	0.49%	55
2022 Q4	$720K	Hold	2,900	–	–	0.59%	46
2022 Q3	$615K	Hold	2,900	–	–	0.58%	48
2022 Q2	$642K	Hold	2,900	–	–	0.63%	45
2022 Q1	$699K	Hold	2,900	–	–	0.53%	52
2021 Q4	$605K	Hold	2,900	–	–	0.41%	56
2021 Q3	$568K	Hold	2,900	–	–	0.38%	61
2021 Q2	$546K	Hold	2,900	–	–	0.37%	60
2021 Q1	$527K	Hold	2,900	–	–	0.39%	61
2020 Q4	$432K	Buy	+2,900	New	+$424K	0.34%	59

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

Legal Advantage Investments's GD Position: Q2 2026 in Review

Legal Advantage Investments held its General Dynamics (GD) position steady in Q2 2026 at 2,400 shares worth $850K. The position accounts for 0.3% of the portfolio, ranked #53.

Legal Advantage Investments first reported a position in GD in Q4 2020 and has held it in 23 quarters since. The position peaked at $853K in Q3 2025. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Legal Advantage Investments held 2,400 shares of General Dynamics worth $850K as of Q2 2026.
Legal Advantage Investments left its General Dynamics share count unchanged in Q2 2026.
General Dynamics made up 0.3% of Legal Advantage Investments's portfolio in Q2 2026, its #53 holding.
Legal Advantage Investments first reported a position in General Dynamics in Q4 2020 and has held it in 23 quarters since.
Legal Advantage Investments's General Dynamics position peaked at $853K in Q3 2025.
776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.