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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
2022
Q3 		– Sell
-1,400
Closed -$310K – 1012
2022
Q2 		$310K Buy
+1,400
New +$322K 0.04% 246

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 Securities Group's GD Position: Q1 2026 in Review

Summit Securities Group reduced its General Dynamics (GD) stake by 89% in Q1 2026, selling an estimated $119K and leaving 42 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Summit Securities Group first reported a position in GD in Q4 2013 and has held it in 20 quarters since. The position peaked at $773K in Q4 2017. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Summit Securities Group held 42 shares of General Dynamics worth $14.4K as of Q1 2026.
  • Summit Securities Group sold 335 General Dynamics shares in Q1 2026, an estimated $119K.
  • General Dynamics made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #593 holding.
  • Summit Securities Group first reported a position in General Dynamics in Q4 2013 and has held it in 20 quarters since.
  • Summit Securities Group's General Dynamics position peaked at $773K in Q4 2017.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.