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Summit Trail Advisors’s General Dynamics GD Stock Holding History

Summit Trail Advisors’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 		$5.96M Sell
16,825
-373
-2% -$128K 0.08% 154
2026
Q1 		$5.9M Buy
17,198
+3,256
+23% +$1.15M 0.08% 136
2025
Q4 		$4.69M Sell
13,942
-596
-4% -$203K 0.08% 139
2025
Q3 		$4.96M Buy
14,538
+4,461
+44% +$1.41M 0.07% 144
2025
Q2 		$2.94M Buy
+10,077
New +$2.77M 0.05% 186
2024
Q4 		– Sell
-2,824
Closed -$853K – 525
2024
Q3 		$853K Buy
2,824
+1,531
+118% +$450K 0.02% 293
2024
Q2 		$375K Buy
1,293
+125
+11% +$36.6K 0.01% 434
2024
Q1 		$330K Sell
1,168
-363
-24% -$97.1K 0.01% 429
2023
Q4 		$398K Buy
1,531
+166
+12% +$40.5K 0.01% 327
2023
Q3 		$302K Buy
1,365
+175
+15% +$38.7K 0.01% 374
2023
Q2 		$256K Buy
1,190
+280
+31% +$60.4K 0.01% 409
2023
Q1 		$208K Buy
910
+14
+2% +$3.23K 0.01% 383
2022
Q4 		$222K Buy
+896
New +$219K 0.01% 341
2018
Q1 		– Sell
-735
Closed -$160K – 895
2017
Q4 		$160K Buy
+735
New +$150K 0.02% 501

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 Trail Advisors's GD Position: Q2 2026 in Review

Summit Trail Advisors reduced its General Dynamics (GD) stake by 2.2% in Q2 2026, selling an estimated $128K and leaving 16,825 shares worth $5.96M. The position accounts for 0.08% of the portfolio, ranked #154.

Summit Trail Advisors first reported a position in GD in Q4 2017 and has held it in 14 quarters since. 2,212 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Summit Trail Advisors held 16,825 shares of General Dynamics worth $5.96M as of Q2 2026.
  • Summit Trail Advisors sold 373 General Dynamics shares in Q2 2026, an estimated $128K.
  • General Dynamics made up 0.08% of Summit Trail Advisors's portfolio in Q2 2026, its #154 holding.
  • Summit Trail Advisors first reported a position in General Dynamics in Q4 2017 and has held it in 14 quarters since.
  • 2,212 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.