SFP
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Sterling Financial Planning’s General Dynamics GD Stock Holding History

Sterling Financial Planning’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 		$386K Buy
1,124
+4
+0.4% +$1.42K 0.11% 81
2025
Q4 		$377K Buy
1,120
+4
+0.4% +$1.36K 0.11% 81
2025
Q3 		$380K Buy
1,116
+5
+0.5% +$1.58K 0.12% 79
2025
Q2 		$324K Buy
1,111
+5
+0.5% +$1.38K 0.11% 83
2025
Q1 		$302K Buy
1,106
+4
+0.4% +$1.04K 0.11% 84
2024
Q4 		$290K Buy
1,102
+5
+0.5% +$1.44K 0.11% 87
2024
Q3 		$332K Buy
1,097
+4
+0.4% +$1.18K 0.12% 84
2024
Q2 		$317K Buy
1,093
+4
+0.4% +$1.17K 0.13% 84
2024
Q1 		$308K Buy
1,089
+4
+0.4% +$1.07K 0.12% 85
2023
Q4 		$282K Buy
1,085
+5
+0.5% +$1.22K 0.12% 84
2023
Q3 		$239K Buy
1,080
+5
+0.5% +$1.11K 0.12% 88
2023
Q2 		$231K Buy
1,075
+6
+0.6% +$1.29K 0.11% 90
2023
Q1 		$244K Sell
1,069
-83
-7% -$19.2K 0.13% 88
2022
Q4 		$286K Buy
1,152
+5
+0.4% +$1.22K 0.17% 78
2022
Q3 		$243K Buy
1,147
+4
+0.3% +$904 0.17% 78
2022
Q2 		$253K Sell
1,143
-95
-8% -$21.9K 0.18% 81
2022
Q1 		$299K Buy
1,238
+4
+0.3% +$888 0.19% 74
2021
Q4 		$257K Buy
1,234
+105
+9% +$21.2K 0.16% 83
2021
Q3 		$221K Buy
1,129
+5
+0.4% +$979 0.14% 80
2021
Q2 		$212K Buy
1,124
+5
+0.4% +$943 0.14% 80
2021
Q1 		$203K Buy
1,119
+6
+0.5% +$980 0.14% 77
2020
Q4 		$166K Buy
+1,113
New +$163K 0.13% 79

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

Sterling Financial Planning's GD Position: Q1 2026 in Review

Sterling Financial Planning increased its General Dynamics (GD) stake by 0.36% in Q1 2026, buying an estimated $1.42K and bringing the position to 1,124 shares worth $386K. The position accounts for 0.11% of the portfolio, ranked #81.

Sterling Financial Planning first reported a position in GD in Q4 2020 and has held it in 22 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Sterling Financial Planning held 1,124 shares of General Dynamics worth $386K as of Q1 2026.
  • Sterling Financial Planning bought 4 General Dynamics shares in Q1 2026, an estimated $1.42K.
  • General Dynamics made up 0.11% of Sterling Financial Planning's portfolio in Q1 2026, its #81 holding.
  • Sterling Financial Planning first reported a position in General Dynamics in Q4 2020 and has held it in 22 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.