LIP
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Lynch Investment Planning’s General Dynamics GD Stock Holding History

Lynch Investment Planning’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 		$314K Sell
886
-42
-5% -$14.4K 0.24% 42
2026
Q1 		$319K Sell
928
-42
-4% -$14.9K 0.29% 39
2025
Q4 		$327K Buy
+970
New +$331K 0.31% 40

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lynch Investment Planning's GD Position: Q2 2026 in Review

Lynch Investment Planning reduced its General Dynamics (GD) stake by 4.5% in Q2 2026, selling an estimated $14.4K and leaving 886 shares worth $314K. The position accounts for 0.24% of the portfolio, ranked #42.

Lynch Investment Planning first reported a position in GD in Q4 2025 and has held it in 3 quarters since. The position peaked at $327K in Q4 2025. 2,200 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Lynch Investment Planning held 886 shares of General Dynamics worth $314K as of Q2 2026.
  • Lynch Investment Planning sold 42 General Dynamics shares in Q2 2026, an estimated $14.4K.
  • General Dynamics made up 0.24% of Lynch Investment Planning's portfolio in Q2 2026, its #42 holding.
  • Lynch Investment Planning first reported a position in General Dynamics in Q4 2025 and has held it in 3 quarters since.
  • Lynch Investment Planning's General Dynamics position peaked at $327K in Q4 2025.
  • 2,200 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Lynch Investment Planning's 13F filing for Q2 2026, filed 17 Jul 2026.