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Waterloo Capital’s General Dynamics GD Stock Holding History

Waterloo Capital’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 		$1.09M Sell
3,176
-72
-2% -$25.5K 0.08% 203
2025
Q4 		$1.09M Buy
3,248
+390
+14% +$133K 0.08% 198
2025
Q3 		$974K Buy
2,858
+360
+14% +$113K 0.07% 193
2025
Q2 		$729K Buy
2,498
+944
+61% +$260K 0.06% 220
2025
Q1 		$424K Buy
1,554
+173
+13% +$45K 0.04% 271
2024
Q4 		$364K Sell
1,381
-1,173
-46% -$338K 0.04% 274
2024
Q3 		$772K Buy
2,554
+1,012
+66% +$297K 0.08% 183
2024
Q2 		$447K Buy
+1,542
New +$452K 0.05% 234

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

Waterloo Capital's GD Position: Q1 2026 in Review

Waterloo Capital reduced its General Dynamics (GD) stake by 2.2% in Q1 2026, selling an estimated $25.5K and leaving 3,176 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #203.

Waterloo Capital first reported a position in GD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q4 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • Waterloo Capital held 3,176 shares of General Dynamics worth $1.09M as of Q1 2026.
  • Waterloo Capital sold 72 General Dynamics shares in Q1 2026, an estimated $25.5K.
  • General Dynamics made up 0.08% of Waterloo Capital's portfolio in Q1 2026, its #203 holding.
  • Waterloo Capital first reported a position in General Dynamics in Q2 2024 and has held it in 8 quarters since.
  • Waterloo Capital's General Dynamics position peaked at $1.09M in Q4 2025.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.