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Summit Securities Group’s General Dynamics GD Stock Holding History

Summit Securities Group’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
2021
Q4 		– Sell
-50
Closed -$980K – 858
2021
Q3 		$980K Buy
50
+5
+11% +$979 0.08% 268
2021
Q2 		$847K Buy
+45
New +$8.49K 0.07% 284
2020
Q4 		– Sell
-26
Closed -$360K – 577
2020
Q3 		$360K Hold
26
– – 0.04% 260
2020
Q2 		$389K Buy
+26
New +$3.67K 0.05% 274

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 Securities Group's GD Position: Q2 2026 in Review

Summit Securities Group increased its General Dynamics (GD) stake by 43% in Q2 2026, buying an estimated $6.17K and bringing the position to 60 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Summit Securities Group first reported a position in GD in Q4 2013 and has held it in 21 quarters since. The position peaked at $773K in Q4 2017. 2,214 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Summit Securities Group held 60 shares of General Dynamics worth $21.3K as of Q2 2026.
  • Summit Securities Group bought 18 General Dynamics shares in Q2 2026, an estimated $6.17K.
  • General Dynamics made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #707 holding.
  • Summit Securities Group first reported a position in General Dynamics in Q4 2013 and has held it in 21 quarters since.
  • Summit Securities Group's General Dynamics position peaked at $773K in Q4 2017.
  • 2,214 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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