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Mount Yale Investment Advisors’s General Dynamics GD Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$4.94M Buy
14,397
+5,394
+60% +$1.91M 0.11% 188
2025
Q4 		$3.03M Buy
9,003
+1,092
+14% +$372K 0.15% 148
2025
Q3 		$2.7M Buy
7,911
+5,510
+229% +$1.74M 0.19% 128
2025
Q2 		$700K Buy
2,401
+50
+2% +$13.8K 0.05% 274
2025
Q1 		$641K Sell
2,351
-90
-4% -$23.4K 0.05% 275
2024
Q4 		$643K Sell
2,441
-392
-14% -$113K 0.05% 300
2024
Q3 		$856K Sell
2,833
-23
-0.8% -$6.76K 0.08% 225
2024
Q2 		$829K Sell
2,856
-403
-12% -$118K 0.07% 243
2024
Q1 		$921K Sell
3,259
-50
-2% -$13.4K 0.07% 235
2023
Q4 		$859K Sell
3,309
-5,269
-61% -$1.29M 0.08% 225
2023
Q3 		$1.9M Buy
8,578
+5,816
+211% +$1.29M 0.21% 112
2023
Q2 		$594K Buy
2,762
+227
+9% +$49K 0.06% 281
2023
Q1 		$579K Buy
2,535
+476
+23% +$110K 0.07% 276
2022
Q4 		$511K Sell
2,059
-15
-0.7% -$3.66K 0.06% 278
2022
Q3 		$440K Sell
2,074
-579
-22% -$131K 0.06% 283
2022
Q2 		$587K Sell
2,653
-419
-14% -$96.4K 0.07% 259
2022
Q1 		$741K Sell
3,072
-203
-6% -$45.1K 0.08% 245
2021
Q4 		$683K Buy
3,275
+487
+17% +$98.3K 0.07% 250
2021
Q3 		$547K Buy
2,788
+700
+34% +$137K 0.06% 269
2021
Q2 		$393K Sell
2,088
-77
-4% -$14.5K 0.05% 285
2021
Q1 		$393K Buy
+2,165
New +$354K 0.05% 283
2018
Q2 		– Sell
-741
Closed -$164K – 967
2018
Q1 		$164K Buy
+741
New +$161K 0.04% 318

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mount Yale Investment Advisors's GD Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its General Dynamics (GD) stake by 60% in Q1 2026, buying an estimated $1.91M and bringing the position to 14,397 shares worth $4.94M. The position accounts for 0.11% of the portfolio, ranked #188.

Mount Yale Investment Advisors first reported a position in GD in Q1 2018 and has held it in 22 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Mount Yale Investment Advisors held 14,397 shares of General Dynamics worth $4.94M as of Q1 2026.
  • Mount Yale Investment Advisors bought 5,394 General Dynamics shares in Q1 2026, an estimated $1.91M.
  • General Dynamics made up 0.11% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #188 holding.
  • Mount Yale Investment Advisors first reported a position in General Dynamics in Q1 2018 and has held it in 22 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.