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Rothschild Investment LLC’s General Dynamics GD Stock Holding History

Rothschild Investment LLC’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 		$13.7M Sell
39,986
-7,762
-16% -$2.75M 0.72% 30
2025
Q4 		$16.1M Sell
47,748
-854
-2% -$291K 0.88% 25
2025
Q3 		$16.6M Buy
48,602
+1,113
+2% +$351K 0.94% 23
2025
Q2 		$13.9M Sell
47,489
-844
-2% -$232K 0.87% 30
2025
Q1 		$13.2M Sell
48,333
-235
-0.5% -$61.1K 0.88% 26
2024
Q4 		$12.8M Sell
48,568
-2,027
-4% -$584K 0.84% 27
2024
Q3 		$15.3M Sell
50,595
-615
-1% -$181K 1% 21
2024
Q2 		$14.9M Sell
51,210
-417
-0.8% -$122K 1.03% 20
2024
Q1 		$14.6M Sell
51,627
-432
-0.8% -$116K 1.06% 19
2023
Q4 		$13.5M Sell
52,059
-895
-2% -$218K 1.13% 19
2023
Q3 		$11.7M Sell
52,954
-48
-0.1% -$10.6K 0.99% 22
2023
Q2 		$11.4M Buy
53,002
+233
+0.4% +$50.3K 0.95% 27
2023
Q1 		$12M Buy
52,769
+169
+0.3% +$39K 1.05% 21
2022
Q4 		$13.1M Sell
52,600
-568
-1% -$139K 1.2% 16
2022
Q3 		$11.3M Sell
53,168
-853
-2% -$193K 1.12% 17
2022
Q2 		$12M Sell
54,021
-175
-0.3% -$40.3K 1.1% 18
2022
Q1 		$13.1M Sell
54,196
-285
-0.5% -$63.3K 1.03% 19
2021
Q4 		$11.4M Buy
54,481
+480
+0.9% +$96.9K 0.88% 28
2021
Q3 		$10.6M Buy
54,001
+162
+0.3% +$31.7K 0.89% 27
2021
Q2 		$10.1M Buy
53,839
+1,428
+3% +$269K 0.81% 30
2021
Q1 		$9.52M Sell
52,411
-682
-1% -$111K 0.82% 29
2020
Q4 		$7.9M Sell
53,093
-1,665
-3% -$243K 0.76% 33
2020
Q3 		$7.58M Buy
54,758
+4,130
+8% +$610K 0.82% 31
2020
Q2 		$7.57M Sell
50,628
-115
-0.2% -$16.2K 0.91% 26
2020
Q1 		$6.71M Buy
50,743
+1,024
+2% +$170K 0.88% 30
2019
Q4 		$8.77M Sell
49,719
-927
-2% -$166K 0.87% 29
2019
Q3 		$9.26M Sell
50,646
-95
-0.2% -$17.6K 1.08% 18
2019
Q2 		$9.23M Sell
50,741
-255
-0.5% -$43.9K 1.09% 22
2019
Q1 		$8.63M Buy
50,996
+6,465
+15% +$1.09M 1.01% 23
2018
Q4 		$7M Buy
44,531
+2,775
+7% +$497K 0.94% 31
2018
Q3 		$8.55M Buy
41,756
+1,820
+5% +$356K 1.01% 26
2018
Q2 		$7.44M Buy
39,936
+1,650
+4% +$338K 0.94% 31
2018
Q1 		$8.46M Buy
38,286
+311
+0.8% +$67.6K 1.08% 25
2017
Q4 		$7.73M Buy
37,975
+3,849
+11% +$786K 0.84% 35
2017
Q3 		$7.02M Buy
34,126
+29,605
+655% +$5.93M 0.79% 36
2017
Q2 		$896K Buy
4,521
+345
+8% +$67.6K 0.1% 215
2017
Q1 		$782K Buy
4,176
+982
+31% +$182K 0.09% 219
2016
Q4 		$551K Sell
3,194
-80
-2% -$13.1K 0.07% 253
2016
Q3 		$508K Buy
3,274
+1,344
+70% +$200K 0.06% 263
2016
Q2 		$269K Sell
1,930
-75
-4% -$10.5K 0.03% 371
2016
Q1 		$263K Buy
2,005
+100
+5% +$13.3K 0.03% 364
2015
Q4 		$262K Sell
1,905
-1,620
-46% -$232K 0.03% 379
2015
Q3 		$486K Sell
3,525
-150
-4% -$21.7K 0.06% 288
2015
Q2 		$521K Buy
3,675
+1,225
+50% +$170K 0.06% 295
2015
Q1 		$333K Sell
2,450
-25
-1% -$3.43K 0.04% 365
2014
Q4 		$341K Sell
2,475
-875
-26% -$119K 0.04% 349
2014
Q3 		$426K Hold
3,350
– – 0.05% 323
2014
Q2 		$390K Sell
3,350
-855
-20% -$97.3K 0.05% 303
2014
Q1 		$458K Sell
4,205
-10
-0.2% -$1.04K 0.06% 281
2013
Q4 		$403K Buy
4,215
+155
+4% +$13.8K 0.06% 302
2013
Q3 		$355K Hold
4,060
– – 0.05% 294
2013
Q2 		$318K Buy
+4,060
New +$302K 0.05% 281

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

Rothschild Investment LLC's GD Position: Q1 2026 in Review

Rothschild Investment LLC reduced its General Dynamics (GD) stake by 16% in Q1 2026, selling an estimated $2.75M and leaving 39,986 shares worth $13.7M. The position accounts for 0.72% of the portfolio, ranked #30.

Rothschild Investment LLC first reported a position in GD in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.6M in Q3 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Rothschild Investment LLC held 39,986 shares of General Dynamics worth $13.7M as of Q1 2026.
  • Rothschild Investment LLC sold 7,762 General Dynamics shares in Q1 2026, an estimated $2.75M.
  • General Dynamics made up 0.72% of Rothschild Investment LLC's portfolio in Q1 2026, its #30 holding.
  • Rothschild Investment LLC first reported a position in General Dynamics in Q2 2013 and has held it in 52 quarters since.
  • Rothschild Investment LLC's General Dynamics position peaked at $16.6M in Q3 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.