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Soltis Investment Advisors’s General Dynamics GD Stock Holding History

Soltis Investment 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 		$6.32M Buy
18,418
+492
+3% +$175K 0.4% 66
2025
Q4 		$6.03M Buy
17,926
+1,897
+12% +$647K 0.4% 64
2025
Q3 		$5.47M Buy
16,029
+414
+3% +$130K 0.38% 66
2025
Q2 		$4.55M Buy
15,615
+840
+6% +$231K 0.36% 71
2025
Q1 		$4.03M Sell
14,775
-638
-4% -$166K 0.36% 78
2024
Q4 		$4.06M Buy
15,413
+45
+0.3% +$13K 0.38% 73
2024
Q3 		$4.64M Buy
15,368
+121
+0.8% +$35.6K 0.45% 66
2024
Q2 		$4.42M Sell
15,247
-5,049
-25% -$1.48M 0.47% 68
2024
Q1 		$5.73M Sell
20,296
-14,084
-41% -$3.77M 0.64% 47
2023
Q4 		$8.93M Buy
34,380
+10,236
+42% +$2.5M 1.01% 17
2023
Q3 		$5.34M Buy
24,144
+1,064
+5% +$235K 0.69% 44
2023
Q2 		$4.97M Buy
23,080
+1,347
+6% +$291K 0.58% 54
2023
Q1 		$4.96M Buy
21,733
+2,321
+12% +$536K 0.63% 44
2022
Q4 		$4.82M Buy
19,412
+2,117
+12% +$516K 0.63% 38
2022
Q3 		$3.67M Buy
17,295
+2,589
+18% +$585K 0.55% 44
2022
Q2 		$3.25M Buy
14,706
+1,850
+14% +$426K 0.47% 59
2022
Q1 		$3.1M Sell
12,856
-132
-1% -$29.3K 0.43% 50
2021
Q4 		$2.71M Sell
12,988
-5,129
-28% -$1.04M 0.38% 55
2021
Q3 		$3.55M Buy
18,117
+6,586
+57% +$1.29M 0.55% 36
2021
Q2 		$2.17M Buy
11,531
+1,140
+11% +$215K 0.34% 62
2021
Q1 		$1.89M Sell
10,391
-1,367
-12% -$223K 0.34% 58
2020
Q4 		$1.75M Buy
11,758
+1,246
+12% +$182K 0.32% 55
2020
Q3 		$1.46M Buy
10,512
+3,170
+43% +$468K 0.34% 56
2020
Q2 		$1.1M Buy
+7,342
New +$1.04M 0.28% 61

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

Soltis Investment Advisors's GD Position: Q1 2026 in Review

Soltis Investment Advisors increased its General Dynamics (GD) stake by 2.7% in Q1 2026, buying an estimated $175K and bringing the position to 18,418 shares worth $6.32M. The position accounts for 0.4% of the portfolio, ranked #66.

Soltis Investment Advisors first reported a position in GD in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.93M in Q4 2023. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Soltis Investment Advisors held 18,418 shares of General Dynamics worth $6.32M as of Q1 2026.
  • Soltis Investment Advisors bought 492 General Dynamics shares in Q1 2026, an estimated $175K.
  • General Dynamics made up 0.4% of Soltis Investment Advisors's portfolio in Q1 2026, its #66 holding.
  • Soltis Investment Advisors first reported a position in General Dynamics in Q2 2020 and has held it in 24 quarters since.
  • Soltis Investment Advisors's General Dynamics position peaked at $8.93M in Q4 2023.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.