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Strategic Planning Inc’s General Dynamics GD Stock Holding History

Strategic Planning Inc’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 		$399K Buy
1,163
+5
+0.4% +$1.77K 0.2% 39
2025
Q4 		$390K Buy
1,158
+5
+0.4% +$1.71K 0.21% 39
2025
Q3 		$393K Buy
1,153
+5
+0.4% +$1.58K 0.23% 39
2025
Q2 		$335K Buy
1,148
+6
+0.5% +$1.65K 0.2% 44
2025
Q1 		$311K Buy
+1,142
New +$297K 0.18% 47

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

Strategic Planning Inc's GD Position: Q1 2026 in Review

Strategic Planning Inc increased its General Dynamics (GD) stake by 0.43% in Q1 2026, buying an estimated $1.77K and bringing the position to 1,163 shares worth $399K. The position accounts for 0.2% of the portfolio, ranked #39.

Strategic Planning Inc first reported a position in GD in Q1 2025 and has held it in 5 quarters since. 2,207 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Strategic Planning Inc held 1,163 shares of General Dynamics worth $399K as of Q1 2026.
  • Strategic Planning Inc bought 5 General Dynamics shares in Q1 2026, an estimated $1.77K.
  • General Dynamics made up 0.2% of Strategic Planning Inc's portfolio in Q1 2026, its #39 holding.
  • Strategic Planning Inc first reported a position in General Dynamics in Q1 2025 and has held it in 5 quarters since.
  • 2,207 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.