Waverly Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.28M | Sell |
21,224
-609
| -3% | -$216K | 0.05% | 325 |
|
|
2025
Q4 | $7.35M | Buy |
21,833
+1,008
| +5% | +$344K | 0.06% | 299 |
|
|
2025
Q3 | $7.1M | Buy |
20,825
+864
| +4% | +$272K | 0.07% | 264 |
|
|
2025
Q2 | $5.82M | Buy |
19,961
+1,381
| +7% | +$380K | 0.06% | 276 |
|
|
2025
Q1 | $5.06M | Buy |
18,580
+1,593
| +9% | +$414K | 0.06% | 295 |
|
|
2024
Q4 | $4.48M | Buy |
16,987
+12,702
| +296% | +$3.66M | 0.07% | 235 |
|
|
2024
Q3 | $1.3M | Sell |
4,285
-164
| -4% | -$48.2K | 0.02% | 403 |
|
|
2024
Q2 | $1.29M | Buy |
4,449
+843
| +23% | +$247K | 0.03% | 392 |
|
|
2024
Q1 | $1.02M | Buy |
3,606
+231
| +7% | +$61.8K | 0.02% | 362 |
|
|
2023
Q4 | $876K | Buy |
3,375
+183
| +6% | +$44.6K | 0.03% | 236 |
|
|
2023
Q3 | $705K | Buy |
3,192
+175
| +6% | +$38.7K | 0.03% | 224 |
|
|
2023
Q2 | $649K | Buy |
3,017
+324
| +12% | +$69.9K | 0.03% | 220 |
|
|
2023
Q1 | $615K | Buy |
2,693
+108
| +4% | +$25K | 0.03% | 171 |
|
|
2022
Q4 | $641K | Sell |
2,585
-156
| -6% | -$38.1K | 0.04% | 152 |
|
|
2022
Q3 | $581K | Buy |
2,741
+1,023
| +60% | +$231K | 0.04% | 142 |
|
|
2022
Q2 | $381K | Sell |
1,718
-12
| -0.7% | -$2.76K | 0.03% | 144 |
|
|
2022
Q1 | $418K | Sell |
1,730
-80
| -4% | -$17.8K | 0.04% | 133 |
|
|
2021
Q4 | $386K | Buy |
1,810
+68
| +4% | +$13.7K | 0.03% | 140 |
|
|
2021
Q3 | $347K | Buy |
1,742
+25
| +1% | +$4.89K | 0.03% | 155 |
|
|
2021
Q2 | $341K | Buy |
1,717
+62
| +4% | +$11.7K | 0.03% | 144 |
|
|
2021
Q1 | $313K | Buy |
1,655
+149
| +10% | +$24.3K | 0.03% | 134 |
|
|
2020
Q4 | $246K | Buy |
+1,506
| New | +$220K | 0.03% | 133 |
|
|
2020
Q3 | – | Sell |
-1,557
| Closed | -$241K | – | 149 |
|
|
2020
Q2 | $241K | Buy |
+1,557
| New | +$220K | 0.03% | 121 |
|
|
2020
Q1 | – | Sell |
-1,494
| Closed | -$278K | – | 149 |
|
|
2019
Q4 | $278K | Hold |
1,494
| – | – | 0.04% | 115 |
|
|
2019
Q3 | $273K | Hold |
1,494
| – | – | 0.04% | 109 |
|
|
2019
Q2 | $272K | Hold |
1,494
| – | – | 0.04% | 107 |
|
|
2019
Q1 | $253K | Buy |
1,494
+79
| +6% | +$13.3K | 0.04% | 108 |
|
|
2018
Q4 | $222K | Hold |
1,415
| – | – | 0.04% | 106 |
|
|
2018
Q3 | $290K | Hold |
1,415
| – | – | 0.04% | 155 |
|
|
2018
Q2 | $264K | Buy |
1,415
+20
| +1% | +$4.09K | 0.04% | 157 |
|
|
2018
Q1 | $308K | Buy |
+1,395
| New | +$303K | 0.05% | 144 |
|
|
2015
Q4 | – | Sell |
-350
| Closed | -$48K | – | 230 |
|
|
2015
Q3 | $48K | Hold |
350
| – | – | 0.03% | 142 |
|
|
2015
Q2 | $50K | Hold |
350
| – | – | 0.03% | 139 |
|
|
2015
Q1 | $48K | Buy |
+350
| New | +$48K | 0.02% | 127 |
|
|
2014
Q1 | – | Sell |
-3,056
| Closed | -$292K | – | 755 |
|
|
2013
Q4 | $292K | Hold |
3,056
| – | – | 0.1% | 116 |
|
|
2013
Q3 | $267K | Hold |
3,056
| – | – | 0.14% | 77 |
|
|
2013
Q2 | $239K | Buy |
+3,056
| New | +$227K | 0.14% | 81 |
|
Other funds holding GD
LAMI
VCM
VPM
Waverly Advisors's GD Position: Q1 2026 in Review
Waverly Advisors reduced its General Dynamics (GD) stake by 2.8% in Q1 2026, selling an estimated $216K and leaving 21,224 shares worth $7.28M. The position accounts for 0.05% of the portfolio, ranked #325.
Waverly Advisors first reported a position in GD in Q2 2013 and has held it in 37 quarters since. The position peaked at $7.35M in Q4 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.
- Waverly Advisors held 21,224 shares of General Dynamics worth $7.28M as of Q1 2026.
- Waverly Advisors sold 609 General Dynamics shares in Q1 2026, an estimated $216K.
- General Dynamics made up 0.05% of Waverly Advisors's portfolio in Q1 2026, its #325 holding.
- Waverly Advisors first reported a position in General Dynamics in Q2 2013 and has held it in 37 quarters since.
- Waverly Advisors's General Dynamics position peaked at $7.35M in Q4 2025.
- 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.