Shufro Rose & Co’s General Dynamics GD Stock Holding History

Shufro Rose & Co’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	$347K	Sell	1,010 -33	-3%	-$11.7K	0.02%	220
2025 Q4	$351K	Buy	1,043 +243	+30%	+$82.9K	0.02%	214
2025 Q3	$218K	Hold	800	–	–	0.02%	277
2025 Q2	$218K	Hold	800	–	–	0.02%	273
2025 Q1	$218K	Hold	800	–	–	0.02%	275
2024 Q4	$211K	Hold	800	–	–	0.02%	268
2024 Q3	$232K	Hold	800	–	–	0.02%	266
2024 Q2	$232K	Hold	800	–	–	0.02%	266
2024 Q1	$226K	Buy	+800	New	+$214K	0.02%	262
2020 Q3	–	Sell	-3,000	Closed	-$448K	–	290
2020 Q2	$448K	Sell	3,000 -200	-6%	-$28.2K	0.04%	159
2020 Q1	$423K	Hold	3,200	–	–	0.05%	158
2019 Q4	$564K	Hold	3,200	–	–	0.05%	157
2019 Q3	$585K	Hold	3,200	–	–	0.06%	144
2019 Q2	$582K	Buy	3,200 +1,000	+45%	+$172K	0.06%	149
2019 Q1	$372K	Hold	2,200	–	–	0.04%	191
2018 Q4	$346K	Buy	2,200 +200	+10%	+$35.8K	0.04%	189
2018 Q3	$409K	Hold	2,000	–	–	0.04%	193
2018 Q2	$373K	Hold	2,000	–	–	0.04%	200
2018 Q1	$442K	Buy	+2,000	New	+$435K	0.04%	173

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shufro Rose & Co's GD Position: Q1 2026 in Review

Shufro Rose & Co reduced its General Dynamics (GD) stake by 3.2% in Q1 2026, selling an estimated $11.7K and leaving 1,010 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #220.

Shufro Rose & Co first reported a position in GD in Q1 2018 and has held it in 19 quarters since. The position peaked at $585K in Q3 2019. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Shufro Rose & Co held 1,010 shares of General Dynamics worth $347K as of Q1 2026.
Shufro Rose & Co sold 33 General Dynamics shares in Q1 2026, an estimated $11.7K.
General Dynamics made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #220 holding.
Shufro Rose & Co first reported a position in General Dynamics in Q1 2018 and has held it in 19 quarters since.
Shufro Rose & Co's General Dynamics position peaked at $585K in Q3 2019.
2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.