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Savvy Advisors Inc’s General Dynamics GD Stock Holding History

Savvy Advisors Inc’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 		$2.85M Sell
8,046
-460
-5% -$158K 0.06% 255
2026
Q1 		$2.92M Buy
8,506
+1,357
+19% +$481K 0.08% 194
2025
Q4 		$2.41M Buy
7,149
+881
+14% +$300K 0.08% 194
2025
Q3 		$2.14M Buy
6,268
+4,096
+189% +$1.29M 0.1% 143
2025
Q2 		$633K Buy
2,172
+630
+41% +$173K 0.04% 308
2025
Q1 		$420K Buy
1,542
+404
+36% +$105K 0.04% 319
2024
Q4 		$300K Buy
+1,138
New +$328K 0.04% 343

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

Savvy Advisors Inc's GD Position: Q2 2026 in Review

Savvy Advisors Inc reduced its General Dynamics (GD) stake by 5.4% in Q2 2026, selling an estimated $158K and leaving 8,046 shares worth $2.85M. The position accounts for 0.06% of the portfolio, ranked #255.

Savvy Advisors Inc first reported a position in GD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.92M in Q1 2026. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Savvy Advisors Inc held 8,046 shares of General Dynamics worth $2.85M as of Q2 2026.
  • Savvy Advisors Inc sold 460 General Dynamics shares in Q2 2026, an estimated $158K.
  • General Dynamics made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #255 holding.
  • Savvy Advisors Inc first reported a position in General Dynamics in Q4 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's General Dynamics position peaked at $2.92M in Q1 2026.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.