Morningstar Investment Services’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.39M | Sell |
8,752
-4,235
| -33% | -$1.1M | 0.44% | 57 |
|
|
2024
Q4 | $3.42M | Sell |
12,987
-111,587
| -90% | -$32.1M | 0.31% | 78 |
|
|
2024
Q3 | $37.4M | Buy |
124,574
+374
| +0.3% | +$110K | 0.38% | 75 |
|
|
2024
Q2 | $36.3M | Buy |
124,200
+405
| +0.3% | +$119K | 0.39% | 70 |
|
|
2024
Q1 | $34.9M | Sell |
123,795
-124,828
| -50% | -$33.4M | 0.38% | 72 |
|
|
2023
Q4 | $64.2M | Buy |
248,623
+123,595
| +99% | +$30.2M | 0.36% | 77 |
|
|
2023
Q3 | $27.8M | Sell |
125,028
-108
| -0.1% | -$23.9K | 0.36% | 77 |
|
|
2023
Q2 | $26.7M | Sell |
125,136
-2,896
| -2% | -$625K | 0.34% | 81 |
|
|
2023
Q1 | $29M | Sell |
128,032
-3,413
| -3% | -$789K | 0.39% | 75 |
|
|
2022
Q4 | $32.3M | Sell |
131,445
-4,456
| -3% | -$1.09M | 0.44% | 72 |
|
|
2022
Q3 | $33.7M | Sell |
135,901
-2,577
| -2% | -$582K | 0.48% | 63 |
|
|
2022
Q2 | $30.4M | Sell |
138,478
-799
| -0.6% | -$184K | 0.41% | 68 |
|
|
2022
Q1 | $33.9M | Buy |
139,277
+79
| +0.1% | +$17.5K | 0.38% | 67 |
|
|
2021
Q4 | $29M | Sell |
139,198
-1,228
| -0.9% | -$248K | 0.32% | 77 |
|
|
2021
Q3 | $27.8M | Sell |
140,426
-953
| -0.7% | -$187K | 0.33% | 80 |
|
|
2021
Q2 | $26.4M | Sell |
141,379
-319
| -0.2% | -$60.2K | 0.32% | 82 |
|
|
2021
Q1 | $25.8M | Sell |
141,698
-100,037
| -41% | -$16.3M | 0.34% | 86 |
|
|
2020
Q4 | $36M | Sell |
241,735
-9,927
| -4% | -$1.45M | 0.5% | 57 |
|
|
2020
Q3 | $34.9M | Buy |
251,662
+34,691
| +16% | +$5.12M | 0.54% | 51 |
|
|
2020
Q2 | $32.4M | Sell |
216,971
-11,078
| -5% | -$1.56M | 0.53% | 47 |
|
|
2020
Q1 | $30.5M | Buy |
228,049
+16,224
| +8% | +$2.7M | 0.56% | 47 |
|
|
2019
Q4 | $37.4M | Sell |
211,825
-2,616
| -1% | -$470K | 0.59% | 51 |
|
|
2019
Q3 | $39.2M | Sell |
214,441
-5,354
| -2% | -$995K | 0.66% | 42 |
|
|
2019
Q2 | $40M | Sell |
219,795
-2,797
| -1% | -$481K | 0.66% | 40 |
|
|
2019
Q1 | $37.7M | Sell |
222,592
-2,925
| -1% | -$493K | 0.65% | 45 |
|
|
2018
Q4 | $35.5M | Sell |
225,517
-9,361
| -4% | -$1.68M | 0.7% | 48 |
|
|
2018
Q3 | $48.1M | Buy |
234,878
+2,214
| +1% | +$433K | 0.87% | 39 |
|
|
2018
Q2 | $43.4M | Sell |
232,664
-7,054
| -3% | -$1.44M | 0.81% | 41 |
|
|
2018
Q1 | $53M | Buy |
239,718
+23,040
| +11% | +$5.01M | 1.03% | 28 |
|
|
2017
Q4 | $44.1M | Buy |
216,678
+15,836
| +8% | +$3.24M | 0.89% | 39 |
|
|
2017
Q3 | $41.3M | Buy |
200,842
+20,162
| +11% | +$4.04M | 0.9% | 40 |
|
|
2017
Q2 | $35.8M | Buy |
180,680
+35,034
| +24% | +$6.86M | 0.83% | 44 |
|
|
2017
Q1 | $27.3M | Buy |
145,646
+10,514
| +8% | +$1.94M | 0.69% | 55 |
|
|
2016
Q4 | $23.3M | Buy |
135,132
+20,333
| +18% | +$3.33M | 0.76% | 48 |
|
|
2016
Q3 | $17.8M | Buy |
114,799
+16,632
| +17% | +$2.48M | 0.52% | 68 |
|
|
2016
Q2 | $13.9M | Buy |
98,167
+7,453
| +8% | +$1.04M | 0.44% | 69 |
|
|
2016
Q1 | $11.9M | Buy |
90,714
+7,536
| +9% | +$999K | 0.41% | 73 |
|
|
2015
Q4 | $11.4M | Buy |
83,178
+9,335
| +13% | +$1.33M | 0.45% | 70 |
|
|
2015
Q3 | $10.2M | Buy |
73,843
+6,784
| +10% | +$981K | 0.43% | 72 |
|
|
2015
Q2 | $9.5M | Buy |
67,059
+8,572
| +15% | +$1.19M | 0.41% | 75 |
|
|
2015
Q1 | $7.94M | Buy |
58,487
+10,503
| +22% | +$1.44M | 0.35% | 84 |
|
|
2014
Q4 | $6.6M | Buy |
47,984
+5,797
| +14% | +$789K | 0.31% | 84 |
|
|
2014
Q3 | $5.36M | Buy |
42,187
+3,326
| +9% | +$404K | 0.28% | 89 |
|
|
2014
Q2 | $4.53M | Buy |
38,861
+3,483
| +10% | +$396K | 0.26% | 91 |
|
|
2014
Q1 | $3.85M | Buy |
35,378
+2,021
| +6% | +$209K | 0.26% | 86 |
|
|
2013
Q4 | $3.19M | Buy |
33,357
+2,707
| +9% | +$242K | 0.24% | 92 |
|
|
2013
Q3 | $2.68M | Buy |
30,650
+5,086
| +20% | +$432K | 0.23% | 89 |
|
|
2013
Q2 | $2M | Buy |
+25,564
| New | +$1.9M | 0.21% | 91 |
|
Other funds holding GD
LAMI
Morningstar Investment Services's GD Position: Q1 2025 in Review
Morningstar Investment Services reduced its General Dynamics (GD) stake by 33% in Q1 2025, selling an estimated $1.1M and leaving 8,752 shares worth $2.39M. The position accounts for 0.44% of the portfolio, ranked #57.
Morningstar Investment Services first reported a position in GD in Q2 2013 and has held it in 48 quarters since. The position peaked at $64.2M in Q4 2023. 1,829 funds tracked by Wall St. Rank hold GD as of Q1 2025.
- Morningstar Investment Services held 8,752 shares of General Dynamics worth $2.39M as of Q1 2025.
- Morningstar Investment Services sold 4,235 General Dynamics shares in Q1 2025, an estimated $1.1M.
- General Dynamics made up 0.44% of Morningstar Investment Services's portfolio in Q1 2025, its #57 holding.
- Morningstar Investment Services first reported a position in General Dynamics in Q2 2013 and has held it in 48 quarters since.
- Morningstar Investment Services's General Dynamics position peaked at $64.2M in Q4 2023.
- 1,829 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.
Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.