RIA
GD icon

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
Q2 		$939K Sell
2,652
-90
-3% -$30.8K 0.66% 33
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 $9.89B 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

Richwood Investment Advisors's GD Position: Q2 2026 in Review

Richwood Investment Advisors reduced its General Dynamics (GD) stake by 3.3% in Q2 2026, selling an estimated $30.8K and leaving 2,652 shares worth $939K. The position accounts for 0.66% of the portfolio, ranked #33.

Richwood Investment Advisors first reported a position in GD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2025. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Richwood Investment Advisors held 2,652 shares of General Dynamics worth $939K as of Q2 2026.
  • Richwood Investment Advisors sold 90 General Dynamics shares in Q2 2026, an estimated $30.8K.
  • General Dynamics made up 0.66% of Richwood Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Richwood Investment Advisors first reported a position in General Dynamics in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's General Dynamics position peaked at $1.11M in Q4 2025.
  • 2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.