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Steward Partners Investment Advisory’s General Dynamics GD Stock Holding History

Steward Partners Investment Advisory’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 		$18.6M Buy
54,198
+4,615
+9% +$1.64M 0.09% 190
2025
Q4 		$16.7M Sell
49,583
-923
-2% -$315K 0.09% 196
2025
Q3 		$17.2M Buy
50,506
+7,016
+16% +$2.21M 0.1% 184
2025
Q2 		$12.7M Buy
43,490
+5,862
+16% +$1.61M 0.1% 207
2025
Q1 		$10.3M Sell
37,628
-3,479
-8% -$904K 0.09% 220
2024
Q4 		$10.8M Sell
41,107
-5,516
-12% -$1.59M 0.1% 209
2024
Q3 		$14.1M Buy
46,623
+1,361
+3% +$400K 0.13% 166
2024
Q2 		$13.1M Sell
45,262
-1,906
-4% -$558K 0.14% 154
2024
Q1 		$13.3M Buy
47,168
+6,665
+16% +$1.78M 0.15% 152
2023
Q4 		$10.5M Buy
40,503
+5,032
+14% +$1.23M 0.14% 153
2023
Q3 		$7.84M Sell
35,471
-1,062
-3% -$235K 0.12% 179
2023
Q2 		$7.86M Sell
36,533
-2,460
-6% -$531K 0.12% 184
2023
Q1 		$8.9M Sell
38,993
-9,860
-20% -$2.28M 0.14% 165
2022
Q4 		$12.1M Buy
48,853
+283
+0.6% +$69K 0.21% 122
2022
Q3 		$10.3M Sell
48,570
-5,254
-10% -$1.19M 0.19% 125
2022
Q2 		$11.9M Buy
53,824
+10,980
+26% +$2.53M 0.22% 113
2022
Q1 		$10.3M Buy
42,844
+2,374
+6% +$527K 0.16% 147
2021
Q4 		$8.44M Buy
40,470
+5,266
+15% +$1.06M 0.13% 182
2021
Q3 		$6.9M Buy
35,204
+173
+0.5% +$33.9K 0.12% 195
2021
Q2 		$6.59M Sell
35,031
-3,605
-9% -$680K 0.11% 195
2021
Q1 		$7.01M Buy
38,636
+4,613
+14% +$754K 0.12% 176
2020
Q4 		$5.06M Buy
34,023
+1,728
+5% +$253K 0.11% 190
2020
Q3 		$4.47M Buy
32,295
+2,728
+9% +$403K 0.11% 192
2020
Q2 		$4.42M Buy
29,567
+8,320
+39% +$1.17M 0.13% 180
2020
Q1 		$2.81M Buy
21,247
+588
+3% +$97.7K 0.1% 211
2019
Q4 		$3.64M Buy
20,659
+32
+0.2% +$5.75K 0.11% 198
2019
Q3 		$3.77M Buy
20,627
+725
+4% +$135K 0.13% 174
2019
Q2 		$3.62M Sell
19,902
-28
-0.1% -$4.82K 0.13% 164
2019
Q1 		$3.37M Sell
19,930
-134
-0.7% -$22.6K 0.14% 152
2018
Q4 		$3.15M Sell
20,064
-241
-1% -$43.2K 0.15% 154
2018
Q3 		$4.16M Buy
20,305
+415
+2% +$81.2K 0.2% 122
2018
Q2 		$3.71M Buy
19,890
+773
+4% +$158K 0.22% 106
2018
Q1 		$4.22M Sell
19,117
-479
-2% -$104K 0.29% 84
2017
Q4 		$3.99M Buy
19,596
+701
+4% +$143K 0.3% 86
2017
Q3 		$3.88M Buy
18,895
+208
+1% +$41.7K 0.4% 65
2017
Q2 		$3.7M Buy
18,687
+1,377
+8% +$270K 0.42% 63
2017
Q1 		$3.24M Buy
17,310
+13,532
+358% +$2.5M 0.49% 53
2016
Q4 		$652K Buy
+3,778
New +$618K 0.3% 81

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

Steward Partners Investment Advisory's GD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its General Dynamics (GD) stake by 9.3% in Q1 2026, buying an estimated $1.64M and bringing the position to 54,198 shares worth $18.6M. The position accounts for 0.09% of the portfolio, ranked #190.

Steward Partners Investment Advisory first reported a position in GD in Q4 2016 and has held it in 38 quarters since. 2,206 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Steward Partners Investment Advisory held 54,198 shares of General Dynamics worth $18.6M as of Q1 2026.
  • Steward Partners Investment Advisory bought 4,615 General Dynamics shares in Q1 2026, an estimated $1.64M.
  • General Dynamics made up 0.09% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #190 holding.
  • Steward Partners Investment Advisory first reported a position in General Dynamics in Q4 2016 and has held it in 38 quarters since.
  • 2,206 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.