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Summit Financial’s General Dynamics GD Stock Holding History

Summit Financial’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 		$2.26M Buy
6,593
+405
+7% +$144K 0.03% 541
2025
Q4 		$2.08M Buy
6,188
+43
+0.7% +$14.7K 0.03% 484
2025
Q3 		$2.1M Buy
6,145
+685
+13% +$216K 0.03% 474
2025
Q2 		$1.59M Buy
5,460
+1,443
+36% +$397K 0.04% 329
2025
Q1 		$1.09M Sell
4,017
-1,699
-30% -$442K 0.03% 359
2024
Q4 		$1.51M Buy
5,716
+2,138
+60% +$616K 0.05% 251
2024
Q3 		$1.08M Sell
3,578
-9
-0.3% -$2.65K 0.04% 245
2024
Q2 		$1.04M Buy
3,587
+829
+30% +$243K 0.05% 220
2024
Q1 		$779K Buy
2,758
+214
+8% +$57.2K 0.05% 217
2023
Q4 		$661K Buy
2,544
+77
+3% +$18.8K 0.04% 218
2023
Q3 		$545K Sell
2,467
-82
-3% -$18.1K 0.04% 226
2023
Q2 		$548K Buy
2,549
+1,198
+89% +$258K 0.04% 216
2023
Q1 		$308K Buy
+1,351
New +$312K 0.03% 207

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

Summit Financial's GD Position: Q1 2026 in Review

Summit Financial increased its General Dynamics (GD) stake by 6.5% in Q1 2026, buying an estimated $144K and bringing the position to 6,593 shares worth $2.26M. The position accounts for 0.03% of the portfolio, ranked #541.

Summit Financial first reported a position in GD in Q1 2023 and has held it in 13 quarters since. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Summit Financial held 6,593 shares of General Dynamics worth $2.26M as of Q1 2026.
  • Summit Financial bought 405 General Dynamics shares in Q1 2026, an estimated $144K.
  • General Dynamics made up 0.03% of Summit Financial's portfolio in Q1 2026, its #541 holding.
  • Summit Financial first reported a position in General Dynamics in Q1 2023 and has held it in 13 quarters since.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.