MB, Levis & Associates’s General Dynamics GD Stock Holding History

MB, Levis & Associates’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	$25K	Buy	71 +1	+1%	+$343	0.01%	138
2026 Q1	$24.1K	Hold	70	–	–	0.01%	132
2025 Q4	$23.6K	Hold	70	–	–	0.01%	134
2025 Q3	$23.9K	Hold	70	–	–	0.01%	133
2025 Q2	$20.4K	Hold	70	–	–	0.01%	167
2025 Q1	$19.1K	Hold	70	–	–	0.01%	163
2024 Q4	$18.4K	Hold	70	–	–	0.01%	163
2024 Q3	$21.2K	Hold	70	–	–	0.01%	157
2024 Q2	$20.3K	Hold	70	–	–	0.01%	154
2024 Q1	$19.8K	Hold	70	–	–	0.01%	156
2023 Q4	$18.2K	Hold	70	–	–	0.01%	158
2023 Q3	$15.5K	Hold	70	–	–	0.01%	171
2023 Q2	$15.1K	Hold	70	–	–	0.01%	173
2023 Q1	$16K	Hold	70	–	–	0.01%	171
2022 Q4	$17.4K	Buy	+70	New	+$17.1K	0.01%	156

Other funds holding GD

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MB, Levis & Associates's GD Position: Q2 2026 in Review

MB, Levis & Associates increased its General Dynamics (GD) stake by 1.4% in Q2 2026, buying an estimated $343 and bringing the position to 71 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #138.

MB, Levis & Associates first reported a position in GD in Q4 2022 and has held it in 15 quarters since. 734 funds tracked by Wall St. Rank hold GD as of Q2 2026.

MB, Levis & Associates held 71 shares of General Dynamics worth $25K as of Q2 2026.
MB, Levis & Associates bought 1 General Dynamics share in Q2 2026, an estimated $343.
General Dynamics made up 0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #138 holding.
MB, Levis & Associates first reported a position in General Dynamics in Q4 2022 and has held it in 15 quarters since.
734 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.