LI
GD icon

LRI Investments’s General Dynamics GD Stock Holding History

LRI 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 		$551K Buy
1,555
+20
+1% +$6.85K 0.04% 183
2026
Q1 		$527K Sell
1,535
-2,348
-60% -$833K 0.05% 178
2025
Q4 		$1.31M Buy
3,883
+75
+2% +$25.6K 0.11% 97
2025
Q3 		$1.3M Hold
3,808
– – 0.11% 95
2025
Q2 		$1.11M Buy
3,808
+9
+0.2% +$2.48K 0.09% 99
2025
Q1 		$1.04M Sell
3,799
-272
-7% -$70.7K 0.1% 100
2024
Q4 		$1.07M Sell
4,071
-17
-0.4% -$4.89K 0.1% 76
2024
Q3 		$1.2M Buy
4,088
+70
+2% +$20.6K 0.12% 75
2024
Q2 		$1.17M Buy
4,018
+2,983
+288% +$874K 0.13% 60
2024
Q1 		$292K Buy
+1,035
New +$277K 0.07% 109

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

LRI Investments's GD Position: Q2 2026 in Review

LRI Investments increased its General Dynamics (GD) stake by 1.3% in Q2 2026, buying an estimated $6.85K and bringing the position to 1,555 shares worth $551K. The position accounts for 0.04% of the portfolio, ranked #183.

LRI Investments first reported a position in GD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2025. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • LRI Investments held 1,555 shares of General Dynamics worth $551K as of Q2 2026.
  • LRI Investments bought 20 General Dynamics shares in Q2 2026, an estimated $6.85K.
  • General Dynamics made up 0.04% of LRI Investments's portfolio in Q2 2026, its #183 holding.
  • LRI Investments first reported a position in General Dynamics in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's General Dynamics position peaked at $1.31M in Q4 2025.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.