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Saratoga Research & Investment Management’s General Dynamics GD Stock Holding History

Saratoga Research & Investment Management’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 		$63.9M Sell
180,394
-13,848
-7% -$4.74M 3.5% 12
2026
Q1 		$66.7M Buy
194,242
+5,563
+3% +$1.97M 3.78% 10
2025
Q4 		$63.5M Sell
188,679
-8,764
-4% -$2.99M 3.33% 12
2025
Q3 		$67.3M Sell
197,443
-8,645
-4% -$2.72M 3.5% 12
2025
Q2 		$60.1M Sell
206,088
-8,777
-4% -$2.42M 3.22% 13
2025
Q1 		$58.6M Sell
214,865
-18,087
-8% -$4.7M 3.09% 12
2024
Q4 		$61.4M Sell
232,952
-8,338
-3% -$2.4M 3.1% 12
2024
Q3 		$72.9M Sell
241,290
-10,764
-4% -$3.16M 3.19% 13
2024
Q2 		$73.1M Sell
252,054
-8,177
-3% -$2.4M 3.33% 13
2024
Q1 		$73.5M Sell
260,231
-6,951
-3% -$1.86M 3.34% 11
2023
Q4 		$69.4M Sell
267,182
-11,806
-4% -$2.88M 3.2% 15
2023
Q3 		$61.6M Sell
278,988
-933
-0.3% -$206K 3.01% 17
2023
Q2 		$60.2M Buy
279,921
+3,277
+1% +$707K 2.78% 17
2023
Q1 		$63.1M Sell
276,644
-27
-0% -$6.24K 3% 15
2022
Q4 		$68.6M Sell
276,671
-75,737
-21% -$18.5M 3.39% 14
2022
Q3 		$74.8M Sell
352,408
-17,830
-5% -$4.03M 3.95% 11
2022
Q2 		$81.9M Sell
370,238
-9,286
-2% -$2.14M 4.06% 7
2022
Q1 		$91.5M Sell
379,524
-24,918
-6% -$5.53M 3.98% 9
2021
Q4 		$84.3M Sell
404,442
-10,390
-3% -$2.1M 3.59% 10
2021
Q3 		$81.3M Sell
414,832
-239
-0.1% -$46.8K 3.75% 10
2021
Q2 		$78.1M Sell
415,071
-81
-0% -$15.3K 3.69% 12
2021
Q1 		$75.4M Buy
415,152
+1,181
+0.3% +$193K 3.81% 11
2020
Q4 		$61.6M Buy
413,971
+114,885
+38% +$16.8M 3.3% 13
2020
Q3 		$41.4M Buy
299,086
+20,134
+7% +$2.97M 2.48% 21
2020
Q2 		$41.7M Buy
278,952
+47,239
+20% +$6.67M 2.63% 19
2020
Q1 		$30.7M Buy
+231,713
New +$38.5M 2.13% 22
2014
Q3 		– Sell
-174,706
Closed -$20.4M – 54
2014
Q2 		$20.4M Sell
174,706
-10,143
-5% -$1.15M 2.03% 22
2014
Q1 		$20.1M Sell
184,849
-12,643
-6% -$1.31M 2.05% 22
2013
Q4 		$18.9M Sell
197,492
-3,907
-2% -$349K 2.01% 24
2013
Q3 		$17.6M Sell
201,399
-18,086
-8% -$1.54M 2.07% 24
2013
Q2 		$17.2M Buy
+219,485
New +$16.3M 2.02% 23

Other funds holding GD

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Saratoga Research & Investment Management's GD Position: Q2 2026 in Review

Saratoga Research & Investment Management reduced its General Dynamics (GD) stake by 7.1% in Q2 2026, selling an estimated $4.74M and leaving 180,394 shares worth $63.9M. The position accounts for 3.5% of the portfolio, ranked #12.

Saratoga Research & Investment Management first reported a position in GD in Q2 2013 and has held it in 31 quarters since. The position peaked at $91.5M in Q1 2022. 1,136 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Saratoga Research & Investment Management held 180,394 shares of General Dynamics worth $63.9M as of Q2 2026.
  • Saratoga Research & Investment Management sold 13,848 General Dynamics shares in Q2 2026, an estimated $4.74M.
  • General Dynamics made up 3.5% of Saratoga Research & Investment Management's portfolio in Q2 2026, its #12 holding.
  • Saratoga Research & Investment Management first reported a position in General Dynamics in Q2 2013 and has held it in 31 quarters since.
  • Saratoga Research & Investment Management's General Dynamics position peaked at $91.5M in Q1 2022.
  • 1,136 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Saratoga Research & Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.