Marshall Financial Group (Maryland)’s General Dynamics GD Stock Holding History

Marshall Financial Group (Maryland)’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	$348K	Sell	983 -173	-15%	-$59.3K	0.05%	249
2026 Q1	$397K	Sell	1,156 -411	-26%	-$146K	0.06%	217
2025 Q4	$527K	Sell	1,567 -221	-12%	-$75.4K	0.1%	198
2025 Q3	$610K	Sell	1,788 -136	-7%	-$42.9K	0.12%	177
2025 Q2	$567K	Sell	1,924 -99	-5%	-$27.2K	0.11%	177
2025 Q1	$551K	Buy	2,023 +96	+5%	+$25K	0.12%	158
2024 Q4	$508K	Hold	1,927	–	–	0.12%	150
2024 Q3	$582K	Buy	+1,927	New	+$566K	0.14%	150
2021 Q3	–	Sell	-1,125	Closed	-$212K	–	173
2021 Q2	$212K	Sell	1,125 -165	-13%	-$31.1K	0.11%	164
2021 Q1	$234K	Buy	+1,290	New	+$211K	0.14%	124

Other funds holding GD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

Marshall Financial Group (Maryland)'s GD Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its General Dynamics (GD) stake by 15% in Q2 2026, selling an estimated $59.3K and leaving 983 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #249.

Marshall Financial Group (Maryland) first reported a position in GD in Q1 2021 and has held it in 10 quarters since. The position peaked at $610K in Q3 2025. 932 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Marshall Financial Group (Maryland) held 983 shares of General Dynamics worth $348K as of Q2 2026.
Marshall Financial Group (Maryland) sold 173 General Dynamics shares in Q2 2026, an estimated $59.3K.
General Dynamics made up 0.05% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #249 holding.
Marshall Financial Group (Maryland) first reported a position in General Dynamics in Q1 2021 and has held it in 10 quarters since.
Marshall Financial Group (Maryland)'s General Dynamics position peaked at $610K in Q3 2025.
932 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.