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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
Q2 		$505K Buy
1,426
+26
+2% +$8.9K 0.03% 162
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 $9.89B 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 $3.37T AUM 44.26% 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

Oxford Financial Group's GD Position: Q2 2026 in Review

Oxford Financial Group increased its General Dynamics (GD) stake by 1.9% in Q2 2026, buying an estimated $8.9K and bringing the position to 1,426 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #162.

Oxford Financial Group first reported a position in GD in Q1 2021 and has held it in 4 quarters since. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Oxford Financial Group held 1,426 shares of General Dynamics worth $505K as of Q2 2026.
  • Oxford Financial Group bought 26 General Dynamics shares in Q2 2026, an estimated $8.9K.
  • General Dynamics made up 0.03% of Oxford Financial Group's portfolio in Q2 2026, its #162 holding.
  • Oxford Financial Group first reported a position in General Dynamics in Q1 2021 and has held it in 4 quarters since.
  • 2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.