LVM Capital Management’s General Dynamics GD Stock Holding History

LVM Capital Management’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	$274K	Hold	825	–	–	0.02%	134
2026 Q2	$292K	Hold	825	–	–	0.02%	133
2026 Q1	$283K	Buy	825 +100	+14%	+$35.5K	0.03%	133
2025 Q4	$244K	Sell	725 -35	-5%	-$11.9K	0.02%	140
2025 Q3	$259K	Buy	760 +35	+5%	+$11K	0.02%	136
2025 Q2	$211K	Buy	+725	New	+$200K	0.02%	145
2025 Q1	–	Sell	-775	Closed	-$204K	–	152
2024 Q4	$204K	Sell	775 -4	-0.5%	-$1.15K	0.02%	147
2024 Q3	$226K	Hold	779	–	–	0.03%	133
2024 Q2	$226K	Buy	779 +4	+0.5%	+$1.17K	0.03%	133
2024 Q1	$219K	Sell	775 -68	-8%	-$18.2K	0.03%	130
2023 Q4	$219K	Buy	+843	New	+$206K	0.03%	136
2020 Q1	–	Sell	-1,290	Closed	-$227K	–	107
2019 Q4	$227K	Buy	1,290 +15	+1%	+$2.69K	0.04%	103
2019 Q3	$233K	Buy	+1,275	New	+$237K	0.05%	103
2018 Q4	–	Sell	-1,075	Closed	-$220K	–	108
2018 Q3	$220K	Hold	1,075	–	–	0.05%	107
2018 Q2	$200K	Hold	1,075	–	–	0.05%	109
2018 Q1	$237K	Hold	1,075	–	–	0.05%	105
2017 Q4	$219K	Hold	1,075	–	–	0.05%	106
2017 Q3	$221K	Buy	1,075 +35	+3%	+$7.01K	0.05%	106
2017 Q2	$206K	Buy	+1,040	New	+$204K	0.05%	109

Other funds holding GD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

LVM Capital Management's GD Position: Q3 2026 in Review

LVM Capital Management held its General Dynamics (GD) position steady in Q3 2026 at 825 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #134.

LVM Capital Management first reported a position in GD in Q2 2017 and has held it in 19 quarters since. The position peaked at $292K in Q2 2026. 971 funds tracked by Wall St. Rank hold GD as of Q3 2026.

LVM Capital Management held 825 shares of General Dynamics worth $274K as of Q3 2026.
LVM Capital Management left its General Dynamics share count unchanged in Q3 2026.
General Dynamics made up 0.02% of LVM Capital Management's portfolio in Q3 2026, its #134 holding.
LVM Capital Management first reported a position in General Dynamics in Q2 2017 and has held it in 19 quarters since.
LVM Capital Management's General Dynamics position peaked at $292K in Q2 2026.
971 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on LVM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.