Richwood Investment Advisors’s General Dynamics GD Stock Holding History

Richwood 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	$941K	Sell	2,742 -350	-11%	-$124K	0.73%	34
2025 Q4	$1.11M	Buy	3,092 +144	+5%	+$49.1K	0.8%	31
2025 Q3	$1.01M	Hold	2,948	–	–	0.79%	31
2025 Q2	$860K	Sell	2,948 -38	-1%	-$10.5K	0.71%	33
2025 Q1	$814K	Sell	2,986 -287	-9%	-$74.6K	0.69%	33
2024 Q4	$862K	Sell	3,273 -200	-6%	-$57.6K	0.72%	32
2024 Q3	$1.05M	Hold	3,473	–	–	0.87%	26
2024 Q2	$1.01M	Sell	3,473 -117	-3%	-$34.3K	0.88%	27
2024 Q1	$1.01M	Sell	3,590 -224	-6%	-$59.9K	0.9%	25
2023 Q4	$990K	Sell	3,814 -150	-4%	-$36.6K	0.93%	26
2023 Q3	$876K	Hold	3,964	–	–	0.89%	27
2023 Q2	$853K	Sell	3,964 -4	-0.1%	-$863	0.83%	28
2023 Q1	$906K	Sell	3,968 -500	-11%	-$116K	0.9%	25
2022 Q4	$1.11M	Hold	4,468	–	–	1.11%	23
2022 Q3	$948K	Hold	4,468	–	–	1.04%	23
2022 Q2	$989K	Hold	4,468	–	–	1%	25
2022 Q1	$1.08M	Sell	4,468 -150	-3%	-$33.3K	0.96%	24
2021 Q4	$963K	Buy	+4,618	New	+$933K	0.84%	25

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Richwood Investment Advisors's GD Position: Q1 2026 in Review

Richwood Investment Advisors reduced its General Dynamics (GD) stake by 11% in Q1 2026, selling an estimated $124K and leaving 2,742 shares worth $941K. The position accounts for 0.73% of the portfolio, ranked #34.

Richwood Investment Advisors first reported a position in GD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q4 2025. 2,209 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Richwood Investment Advisors held 2,742 shares of General Dynamics worth $941K as of Q1 2026.
Richwood Investment Advisors sold 350 General Dynamics shares in Q1 2026, an estimated $124K.
General Dynamics made up 0.73% of Richwood Investment Advisors's portfolio in Q1 2026, its #34 holding.
Richwood Investment Advisors first reported a position in General Dynamics in Q4 2021 and has held it in 18 quarters since.
Richwood Investment Advisors's General Dynamics position peaked at $1.11M in Q4 2025.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Richwood Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.