Mark Sheptoff Financial Planning’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.87M | Buy |
8,216
+275
| +3% | +$97.5K | 1.52% | 15 |
|
|
2025
Q4 | $2.67M | Hold |
7,941
| – | – | 1.27% | 19 |
|
|
2025
Q3 | $2.71M | Hold |
7,941
| – | – | 1.3% | 19 |
|
|
2025
Q2 | $2.32M | Hold |
7,941
| – | – | 1.23% | 19 |
|
|
2025
Q1 | $2.16M | Hold |
7,941
| – | – | 1.19% | 21 |
|
|
2024
Q4 | $2.09M | Sell |
7,941
-50
| -0.6% | -$14.4K | 1.12% | 20 |
|
|
2024
Q3 | $2.41M | Hold |
7,991
| – | – | 1.28% | 16 |
|
|
2024
Q2 | $2.32M | Hold |
7,991
| – | – | 1.3% | 14 |
|
|
2024
Q1 | $2.26M | Hold |
7,991
| – | – | 1.25% | 17 |
|
|
2023
Q4 | $2.07M | Hold |
7,991
| – | – | 1.25% | 17 |
|
|
2023
Q3 | $1.77M | Hold |
7,991
| – | – | 1.13% | 20 |
|
|
2023
Q2 | $1.72M | Sell |
7,991
-50
| -0.6% | -$10.8K | 0.98% | 22 |
|
|
2023
Q1 | $1.83M | Buy |
8,041
+32
| +0.4% | +$7.39K | 1.07% | 22 |
|
|
2022
Q4 | $1.99M | Buy |
8,009
+29
| +0.4% | +$7.07K | 1.17% | 19 |
|
|
2022
Q3 | $1.69M | Buy |
7,980
+31
| +0.4% | +$7K | 1.03% | 20 |
|
|
2022
Q2 | $1.76M | Buy |
7,949
+31
| +0.4% | +$7.13K | 1.01% | 21 |
|
|
2022
Q1 | $1.91M | Sell |
7,918
-2,772
| -26% | -$616K | 0.96% | 22 |
|
|
2021
Q4 | $2.23M | Buy |
10,690
+2,449
| +30% | +$495K | 1.06% | 20 |
|
|
2021
Q3 | $1.62M | Buy |
8,241
+34
| +0.4% | +$6.66K | 0.89% | 22 |
|
|
2021
Q2 | $1.54M | Buy |
8,207
+34
| +0.4% | +$6.41K | 0.83% | 25 |
|
|
2021
Q1 | $1.48M | Sell |
8,173
-1,965
| -19% | -$321K | 0.85% | 25 |
|
|
2020
Q4 | $1.51M | Sell |
10,138
-259
| -2% | -$37.9K | 0.86% | 27 |
|
|
2020
Q3 | $1.44M | Buy |
10,397
+2,215
| +27% | +$327K | 0.89% | 29 |
|
|
2020
Q2 | $1.22M | Buy |
8,182
+48
| +0.6% | +$6.78K | 0.79% | 32 |
|
|
2020
Q1 | $1.08M | Buy |
8,134
+30
| +0.4% | +$4.98K | 0.81% | 30 |
|
|
2019
Q4 | $1.43M | Buy |
8,104
+29
| +0.4% | +$5.21K | 0.9% | 30 |
|
|
2019
Q3 | $1.48M | Buy |
8,075
+30
| +0.4% | +$5.57K | 1% | 25 |
|
|
2019
Q2 | $1.46M | Buy |
8,045
+32
| +0.4% | +$5.51K | 1% | 26 |
|
|
2019
Q1 | $1.36M | Buy |
8,013
+428
| +6% | +$72.1K | 0.98% | 27 |
|
|
2018
Q4 | $1.19M | Buy |
7,585
+27
| +0.4% | +$4.84K | 0.99% | 27 |
|
|
2018
Q3 | $1.55M | Buy |
7,558
+25
| +0.3% | +$4.89K | 1.06% | 24 |
|
|
2018
Q2 | $1.4M | Buy |
7,533
+24
| +0.3% | +$4.91K | 1.04% | 24 |
|
|
2018
Q1 | $1.66M | Buy |
7,509
+20
| +0.3% | +$4.35K | 1.15% | 25 |
|
|
2017
Q4 | $1.52M | Buy |
7,489
+21
| +0.3% | +$4.29K | 0.99% | 25 |
|
|
2017
Q3 | $1.53M | Buy |
7,468
+21
| +0.3% | +$4.21K | 1.03% | 25 |
|
|
2017
Q2 | $1.48M | Buy |
7,447
+22
| +0.3% | +$4.31K | 1.01% | 27 |
|
|
2017
Q1 | $1.39M | Buy |
7,425
+21
| +0.3% | +$3.88K | 0.99% | 29 |
|
|
2016
Q4 | $1.28M | Buy |
7,404
+226
| +3% | +$37K | 0.95% | 31 |
|
|
2016
Q3 | $1.11M | Buy |
7,178
+125
| +2% | +$18.6K | 0.83% | 34 |
|
|
2016
Q2 | $982K | Buy |
7,053
+27
| +0.4% | +$3.76K | 0.73% | 37 |
|
|
2016
Q1 | $923K | Buy |
7,026
+1
| +0% | +$133 | 0.75% | 36 |
|
|
2015
Q4 | $965K | Buy |
7,025
+23
| +0.3% | +$3.29K | 0.78% | 32 |
|
|
2015
Q3 | $966K | Buy |
7,002
+548
| +8% | +$79.3K | 0.85% | 32 |
|
|
2015
Q2 | $914K | Buy |
6,454
+25
| +0.4% | +$3.47K | 0.74% | 39 |
|
|
2015
Q1 | $873K | Buy |
6,429
+22
| +0.3% | +$3.02K | 0.73% | 38 |
|
|
2014
Q4 | $882K | Sell |
6,407
-354
| -5% | -$48.2K | 0.78% | 39 |
|
|
2014
Q3 | $859K | Buy |
6,761
+25
| +0.4% | +$3.04K | 0.76% | 39 |
|
|
2014
Q2 | $785K | Buy |
6,736
+27
| +0.4% | +$3.07K | 0.67% | 43 |
|
|
2014
Q1 | $731K | Buy |
+6,709
| New | +$695K | 0.65% | 47 |
|
Other funds holding GD
LAMI
VCM
VPM
Mark Sheptoff Financial Planning's GD Position: Q1 2026 in Review
Mark Sheptoff Financial Planning increased its General Dynamics (GD) stake by 3.5% in Q1 2026, buying an estimated $97.5K and bringing the position to 8,216 shares worth $2.87M. The position accounts for 1.52% of the portfolio, ranked #15.
Mark Sheptoff Financial Planning first reported a position in GD in Q1 2014 and has held it in 49 quarters since. 2,210 funds tracked by Wall St. Rank hold GD as of Q1 2026.
- Mark Sheptoff Financial Planning held 8,216 shares of General Dynamics worth $2.87M as of Q1 2026.
- Mark Sheptoff Financial Planning bought 275 General Dynamics shares in Q1 2026, an estimated $97.5K.
- General Dynamics made up 1.52% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #15 holding.
- Mark Sheptoff Financial Planning first reported a position in General Dynamics in Q1 2014 and has held it in 49 quarters since.
- 2,210 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.