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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
Q2 		$1.04M Sell
2,926
-250
-8% -$85.6K 0.06% 244
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 $9.89B 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 $3.38T AUM 44.17% 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

Waterloo Capital's GD Position: Q2 2026 in Review

Waterloo Capital reduced its General Dynamics (GD) stake by 7.9% in Q2 2026, selling an estimated $85.6K and leaving 2,926 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #244.

Waterloo Capital first reported a position in GD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.09M in Q4 2025. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Waterloo Capital held 2,926 shares of General Dynamics worth $1.04M as of Q2 2026.
  • Waterloo Capital sold 250 General Dynamics shares in Q2 2026, an estimated $85.6K.
  • General Dynamics made up 0.06% of Waterloo Capital's portfolio in Q2 2026, its #244 holding.
  • Waterloo Capital first reported a position in General Dynamics in Q2 2024 and has held it in 9 quarters since.
  • Waterloo Capital's General Dynamics position peaked at $1.09M in Q4 2025.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.