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Sage Mountain Advisors’s General Dynamics GD Stock Holding History

Sage Mountain 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 		– Sell
-1,121
Closed -$377K – 404
2025
Q4 		$377K Sell
1,121
-576
-34% -$196K 0.02% 334
2025
Q3 		$579K Buy
1,697
+907
+115% +$286K 0.03% 240
2025
Q2 		$230K Sell
790
-176
-18% -$48.4K 0.02% 383
2025
Q1 		$263K Buy
966
+176
+22% +$45.7K 0.02% 328
2024
Q4 		$208K Sell
790
-30
-4% -$8.64K 0.02% 366
2024
Q3 		$248K Sell
820
-466
-36% -$137K 0.02% 331
2024
Q2 		$373K Buy
1,286
+316
+33% +$92.6K 0.03% 216
2024
Q1 		$274K Buy
+970
New +$259K 0.03% 256

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

Sage Mountain Advisors's GD Position: Q1 2026 in Review

Sage Mountain Advisors sold out of General Dynamics (GD) in Q1 2026, closing a stake of 1,121 shares — an estimated $377K sold.

Sage Mountain Advisors first reported a position in GD in Q1 2024 and held it in 8 quarters. The position peaked at $579K in Q3 2025. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Sage Mountain Advisors reported no remaining General Dynamics position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,121 General Dynamics shares in Q1 2026, an estimated $377K.
  • Sage Mountain Advisors first reported a position in General Dynamics in Q1 2024 and held it in 8 quarters.
  • Sage Mountain Advisors's General Dynamics position peaked at $579K in Q3 2025.
  • 2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.