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Oxford Financial Group’s General Dynamics GD Stock Holding History

Oxford Financial Group’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 		$481K Buy
+1,400
New +$497K 0.03% 167
2021
Q3 		– Sell
-1,305
Closed -$246K – 248
2021
Q2 		$246K Hold
1,305
– – 0.03% 162
2021
Q1 		$237K Buy
+1,305
New +$213K 0.03% 161

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

Oxford Financial Group's GD Position: Q1 2026 in Review

Oxford Financial Group opened a new position in General Dynamics (GD) in Q1 2026: 1,400 shares worth $481K. The stake represents 0.03% of the portfolio and ranks #167 among its holdings. This is a return to the name: Oxford Financial Group previously reported a position in GD as recently as Q2 2021.

Oxford Financial Group first reported a position in GD in Q1 2021 and has held it in 3 quarters since. 2,210 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Oxford Financial Group held 1,400 shares of General Dynamics worth $481K as of Q1 2026.
  • General Dynamics was a new Oxford Financial Group position in Q1 2026.
  • General Dynamics made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #167 holding.
  • Oxford Financial Group first reported a position in General Dynamics in Q1 2021 and has held it in 3 quarters since.
  • 2,210 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.