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Sound View Wealth Advisors Group’s General Dynamics GD Stock Holding History

Sound View Wealth Advisors Group’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 		$4.38M Sell
12,774
-385
-3% -$137K 0.3% 78
2025
Q4 		$4.43M Sell
13,159
-374
-3% -$128K 0.3% 77
2025
Q3 		$4.61M Sell
13,533
-219
-2% -$69K 0.32% 74
2025
Q2 		$4.01M Buy
13,752
+166
+1% +$45.7K 0.3% 80
2025
Q1 		$3.7M Buy
13,586
+362
+3% +$94.1K 0.3% 76
2024
Q4 		$3.48M Buy
13,224
+321
+2% +$92.4K 0.28% 80
2024
Q3 		$3.9M Buy
12,903
+1,490
+13% +$438K 0.32% 72
2024
Q2 		$3.31M Sell
11,413
-684
-6% -$200K 0.34% 65
2024
Q1 		$3.42M Sell
12,097
-2,336
-16% -$625K 0.36% 64
2023
Q4 		$3.75M Sell
14,433
-2,748
-16% -$670K 0.41% 59
2023
Q3 		$3.8M Buy
17,181
+867
+5% +$192K 0.47% 54
2023
Q2 		$3.51M Sell
16,314
-132
-0.8% -$28.5K 0.46% 54
2023
Q1 		$3.75M Buy
16,446
+2,013
+14% +$465K 0.52% 49
2022
Q4 		$3.75M Buy
14,433
+906
+7% +$221K 0.41% 59
2022
Q3 		$2.87M Sell
13,527
-127
-0.9% -$28.7K 0.64% 46
2022
Q2 		$3.02M Sell
13,654
-628
-4% -$145K 0.63% 45
2022
Q1 		$3.44M Sell
14,282
-1,333
-9% -$296K 0.66% 46
2021
Q4 		$3.25M Sell
15,615
-201
-1% -$40.6K 0.62% 47
2021
Q3 		$3.1M Sell
15,816
-771
-5% -$151K 0.65% 44
2021
Q2 		$3.12M Buy
16,587
+2,509
+18% +$473K 0.66% 44
2021
Q1 		$2.56M Sell
14,078
-17
-0.1% -$2.78K 0.6% 46
2020
Q4 		$2.1M Sell
14,095
-3,500
-20% -$512K 0.51% 51
2020
Q3 		$2.44M Sell
17,595
-713
-4% -$105K 0.64% 45
2020
Q2 		$2.74M Buy
18,308
+207
+1% +$29.2K 0.77% 39
2020
Q1 		$2.4M Buy
18,101
+530
+3% +$88K 0.83% 39
2019
Q4 		$3.1M Sell
17,571
-834
-5% -$150K 0.87% 39
2019
Q3 		$3.36M Sell
18,405
-1,332
-7% -$247K 1% 31
2019
Q2 		$3.59M Buy
+19,737
New +$3.4M 1.06% 27

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

Sound View Wealth Advisors Group's GD Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its General Dynamics (GD) stake by 2.9% in Q1 2026, selling an estimated $137K and leaving 12,774 shares worth $4.38M. The position accounts for 0.3% of the portfolio, ranked #78.

Sound View Wealth Advisors Group first reported a position in GD in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.61M in Q3 2025. 2,210 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Sound View Wealth Advisors Group held 12,774 shares of General Dynamics worth $4.38M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 385 General Dynamics shares in Q1 2026, an estimated $137K.
  • General Dynamics made up 0.3% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #78 holding.
  • Sound View Wealth Advisors Group first reported a position in General Dynamics in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's General Dynamics position peaked at $4.61M in Q3 2025.
  • 2,210 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.