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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
Q2 		$4.37M Sell
12,347
-2,050
-14% -$702K 0.08% 243
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 $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's GD Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its General Dynamics (GD) stake by 14% in Q2 2026, selling an estimated $702K and leaving 12,347 shares worth $4.37M. The position accounts for 0.08% of the portfolio, ranked #243.

Mount Yale Investment Advisors first reported a position in GD in Q1 2018 and has held it in 23 quarters since. The position peaked at $4.94M in Q1 2026. 2,219 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Mount Yale Investment Advisors held 12,347 shares of General Dynamics worth $4.37M as of Q2 2026.
  • Mount Yale Investment Advisors sold 2,050 General Dynamics shares in Q2 2026, an estimated $702K.
  • General Dynamics made up 0.08% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #243 holding.
  • Mount Yale Investment Advisors first reported a position in General Dynamics in Q1 2018 and has held it in 23 quarters since.
  • Mount Yale Investment Advisors's General Dynamics position peaked at $4.94M in Q1 2026.
  • 2,219 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.