SGI
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Summit Global Investments’s General Dynamics GD Stock Holding History

Summit Global Investments’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
Q2 		$303K Sell
855
-3,447
-80% -$1.18M 0.02% 447
2026
Q1 		$1.48M Buy
4,302
+3,072
+250% +$1.09M 0.09% 123
2025
Q4 		$414K Buy
+1,230
New +$419K 0.02% 365
2025
Q2 		– Sell
-11,676
Closed -$3.18M – 493
2025
Q1 		$3.18M Buy
+11,676
New +$3.03M 0.23% 68
2024
Q2 		– Sell
-21,774
Closed -$6.15M – 526
2024
Q1 		$6.15M Buy
21,774
+19,447
+836% +$5.2M 0.46% 52
2023
Q4 		$604K Sell
2,327
-305
-12% -$74.4K 0.04% 314
2023
Q3 		$582K Sell
2,632
-14,894
-85% -$3.29M 0.04% 316
2023
Q2 		$3.77M Buy
17,526
+1,192
+7% +$257K 0.25% 96
2023
Q1 		$3.73M Sell
16,334
-382
-2% -$88.3K 0.29% 90
2022
Q4 		$4.15M Sell
16,716
-78
-0.5% -$19K 0.35% 86
2022
Q3 		$3.56M Buy
16,794
+301
+2% +$68K 0.33% 91
2022
Q2 		$3.65M Buy
16,493
+575
+4% +$132K 0.32% 82
2022
Q1 		$3.84M Buy
+15,918
New +$3.53M 0.28% 91
2019
Q2 		– Sell
-3,480
Closed -$589K – 292
2019
Q1 		$589K Sell
3,480
-1,070
-24% -$180K 0.08% 252
2018
Q4 		$715K Buy
4,550
+370
+9% +$66.3K 0.11% 134
2018
Q3 		$856K Buy
4,180
+640
+18% +$125K 0.12% 146
2018
Q2 		$660K Buy
3,540
+100
+3% +$20.5K 0.1% 183
2018
Q1 		$760K Sell
3,440
-330
-9% -$71.8K 0.12% 92
2017
Q4 		$767K Hold
3,770
– – 0.12% 110
2017
Q3 		$775K Buy
3,770
+550
+17% +$110K 0.12% 113
2017
Q2 		$638K Buy
3,220
+470
+17% +$92.1K 0.19% 88
2017
Q1 		$515K Buy
+2,750
New +$508K 0.17% 116

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Global Investments's GD Position: Q2 2026 in Review

Summit Global Investments reduced its General Dynamics (GD) stake by 80% in Q2 2026, selling an estimated $1.18M and leaving 855 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #447.

Summit Global Investments first reported a position in GD in Q1 2017 and has held it in 22 quarters since. The position peaked at $6.15M in Q1 2024. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Summit Global Investments held 855 shares of General Dynamics worth $303K as of Q2 2026.
  • Summit Global Investments sold 3,447 General Dynamics shares in Q2 2026, an estimated $1.18M.
  • General Dynamics made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #447 holding.
  • Summit Global Investments first reported a position in General Dynamics in Q1 2017 and has held it in 22 quarters since.
  • Summit Global Investments's General Dynamics position peaked at $6.15M in Q1 2024.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.