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LVW Advisors’s General Dynamics GD Stock Holding History

LVW Advisors’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 		$2.99M Buy
8,447
+134
+2% +$45.9K 0.26% 54
2026
Q1 		$2.85M Buy
8,313
+153
+2% +$54.3K 0.27% 49
2025
Q4 		$2.75M Sell
8,160
-14
-0.2% -$4.77K 0.28% 46
2025
Q3 		$2.79M Sell
8,174
-45
-0.5% -$14.2K 0.28% 46
2025
Q2 		$2.4M Sell
8,219
-1,194
-13% -$329K 0.26% 53
2025
Q1 		$2.57M Sell
9,413
-1,360
-13% -$353K 0.31% 44
2024
Q4 		$2.84M Sell
10,773
-471
-4% -$136K 0.34% 46
2024
Q3 		$3.4M Sell
11,244
-257
-2% -$75.5K 0.43% 37
2024
Q2 		$3.34M Sell
11,501
-26
-0.2% -$7.62K 0.49% 32
2024
Q1 		$3.26M Sell
11,527
-1,470
-11% -$393K 0.55% 32
2023
Q4 		$3.37M Sell
12,997
-3,448
-21% -$841K 0.63% 29
2023
Q3 		$3.63M Sell
16,445
-3,352
-17% -$742K 0.75% 29
2023
Q2 		$4.26M Sell
19,797
-995
-5% -$215K 0.82% 27
2023
Q1 		$4.74M Buy
20,792
+30
+0.1% +$6.93K 0.93% 24
2022
Q4 		$5.15M Sell
20,762
-82
-0.4% -$20K 1.05% 18
2022
Q3 		$4.42M Buy
20,844
+368
+2% +$83.2K 0.99% 21
2022
Q2 		$4.53M Sell
20,476
-250
-1% -$57.5K 0.92% 26
2022
Q1 		$5M Sell
20,726
-2,122
-9% -$471K 0.85% 28
2021
Q4 		$4.76M Sell
22,848
-1,507
-6% -$304K 0.81% 30
2021
Q3 		$4.77M Buy
24,355
+105
+0.4% +$20.6K 0.82% 31
2021
Q2 		$4.57M Buy
24,250
+42
+0.2% +$7.92K 0.81% 33
2021
Q1 		$4.39M Buy
24,208
+2,584
+12% +$422K 0.84% 32
2020
Q4 		$3.22M Buy
21,624
+82
+0.4% +$12K 0.65% 40
2020
Q3 		$2.98M Buy
21,542
+1,887
+10% +$279K 0.66% 42
2020
Q2 		$2.94M Buy
19,655
+3,779
+24% +$534K 0.71% 43
2020
Q1 		$2.1M Buy
15,876
+1,817
+13% +$302K 0.56% 51
2019
Q4 		$2.48M Buy
14,059
+2,382
+20% +$428K 0.56% 51
2019
Q3 		$2.13M Buy
11,677
+8,381
+254% +$1.56M 0.53% 53
2019
Q2 		$599K Buy
3,296
+82
+3% +$14.1K 0.17% 83
2019
Q1 		$544K Buy
3,214
+691
+27% +$116K 0.15% 96
2018
Q4 		$397K Sell
2,523
-7,747
-75% -$1.39M 0.13% 96
2018
Q3 		$2.1M Buy
10,270
+20
+0.2% +$3.91K 0.59% 43
2018
Q2 		$1.91M Sell
10,250
-286
-3% -$58.6K 0.61% 41
2018
Q1 		$2.33M Sell
10,536
-42
-0.4% -$9.13K 0.72% 35
2017
Q4 		$2.15M Buy
10,578
+2,598
+33% +$531K 0.63% 41
2017
Q3 		$1.64M Buy
7,980
+6,725
+536% +$1.35M 0.65% 36
2017
Q2 		$249K Sell
1,255
-163
-11% -$31.9K 0.09% 110
2017
Q1 		$265K Hold
1,418
– – 0.1% 109
2016
Q4 		$245K Hold
1,418
– – 0.09% 128
2016
Q3 		$220K Buy
+1,418
New +$211K 0.07% 129

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
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LVW Advisors's GD Position: Q2 2026 in Review

LVW Advisors increased its General Dynamics (GD) stake by 1.6% in Q2 2026, buying an estimated $45.9K and bringing the position to 8,447 shares worth $2.99M. The position accounts for 0.26% of the portfolio, ranked #54.

LVW Advisors first reported a position in GD in Q3 2016 and has held it in 40 quarters since. The position peaked at $5.15M in Q4 2022. 724 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • LVW Advisors held 8,447 shares of General Dynamics worth $2.99M as of Q2 2026.
  • LVW Advisors bought 134 General Dynamics shares in Q2 2026, an estimated $45.9K.
  • General Dynamics made up 0.26% of LVW Advisors's portfolio in Q2 2026, its #54 holding.
  • LVW Advisors first reported a position in General Dynamics in Q3 2016 and has held it in 40 quarters since.
  • LVW Advisors's General Dynamics position peaked at $5.15M in Q4 2022.
  • 724 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.