Old North State Wealth Management
GD icon

Old North State Wealth Management’s General Dynamics GD Stock Holding History

Old North State Wealth Management’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
Q3 		$1.19M Buy
3,589
+157
+5% +$58.3K 0.5% 52
2026
Q2 		$1.22M Buy
3,432
+70
+2% +$24K 0.52% 47
2026
Q1 		$1.16M Buy
3,362
+672
+25% +$238K 0.54% 45
2025
Q4 		$906K Buy
+2,690
New +$917K 0.43% 50

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Sanders Capital
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Old North State Wealth Management's GD Position: Q3 2026 in Review

Old North State Wealth Management increased its General Dynamics (GD) stake by 4.6% in Q3 2026, buying an estimated $58.3K and bringing the position to 3,589 shares worth $1.19M. The position accounts for 0.5% of the portfolio, ranked #52.

Old North State Wealth Management first reported a position in GD in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q2 2026. 1,382 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Old North State Wealth Management held 3,589 shares of General Dynamics worth $1.19M as of Q3 2026.
  • Old North State Wealth Management bought 157 General Dynamics shares in Q3 2026, an estimated $58.3K.
  • General Dynamics made up 0.5% of Old North State Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Old North State Wealth Management first reported a position in General Dynamics in Q4 2025 and has held it in 4 quarters since.
  • Old North State Wealth Management's General Dynamics position peaked at $1.22M in Q2 2026.
  • 1,382 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Old North State Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.