LPL Financial
GD icon

LPL Financial’s General Dynamics GD Stock Holding History

LPL Financial’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
2020
Q3 		– Sell
-1,400
Closed -$209K – 3582
2020
Q2 		$209K Buy
+1,400
New +$198K ﹤0.01% 3100

Other funds holding GD

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LPL Financial's GD Position: Q3 2026 in Review

LPL Financial increased its General Dynamics (GD) stake by 4.4% in Q3 2026, buying an estimated $10.4M and bringing the position to 658,839 shares worth $219M. The position accounts for 0.05% of the portfolio, ranked #373.

LPL Financial first reported a position in GD in Q2 2013 and has held it in 52 quarters since. The position peaked at $223M in Q2 2026. 1,491 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • LPL Financial held 658,839 shares of General Dynamics worth $219M as of Q3 2026.
  • LPL Financial bought 28,062 General Dynamics shares in Q3 2026, an estimated $10.4M.
  • General Dynamics made up 0.05% of LPL Financial's portfolio in Q3 2026, its #373 holding.
  • LPL Financial first reported a position in General Dynamics in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's General Dynamics position peaked at $223M in Q2 2026.
  • 1,491 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.