Whittier Trust’s General Dynamics GD Stock Holding History

Whittier Trust’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	$3.45M	Sell	9,814 -1,091	-10%	-$387K	0.04%	216
2025 Q4	$3.93M	Sell	10,905 -132	-1%	-$45K	0.04%	210
2025 Q3	$3.79M	Buy	11,037 +80	+0.7%	+$25.2K	0.04%	213
2025 Q2	$3.2M	Buy	10,957 +113	+1%	+$31.1K	0.04%	239
2025 Q1	$2.96M	Sell	10,844 -12	-0.1%	-$3.12K	0.04%	242
2024 Q4	$2.86M	Sell	10,856 -132	-1%	-$38K	0.04%	243
2024 Q3	$3.32M	Buy	10,988 +209	+2%	+$61.4K	0.04%	238
2024 Q2	$3.13M	Buy	10,779 +16	+0.1%	+$4.69K	0.04%	232
2024 Q1	$3.04M	Buy	10,763 +210	+2%	+$56.2K	0.04%	234
2023 Q4	$2.74M	Sell	10,553 -83	-0.8%	-$20.2K	0.04%	242
2023 Q3	$2.35M	Buy	10,636 +2,067	+24%	+$457K	0.04%	253
2023 Q2	$1.84M	Hold	8,569	–	–	0.03%	283
2023 Q1	$1.96M	Sell	8,569 -726	-8%	-$168K	0.04%	273
2022 Q4	$2.31M	Buy	9,295 +691	+8%	+$169K	0.04%	258
2022 Q3	$1.83M	Sell	8,604 -340	-4%	-$76.8K	0.04%	268
2022 Q2	$1.98M	Sell	8,944 -75	-0.8%	-$17.3K	0.04%	265
2022 Q1	$2.17M	Buy	9,019 +144	+2%	+$32K	0.04%	273
2021 Q4	$1.85M	Buy	8,875 +502	+6%	+$101K	0.03%	291
2021 Q3	$1.64M	Hold	8,373	–	–	0.03%	294
2021 Q2	$1.58M	Hold	8,373	–	–	0.03%	298
2021 Q1	$1.52M	Buy	8,373 +1,110	+15%	+$181K	0.03%	298
2020 Q4	$1.08M	Sell	7,263 -5	-0.1%	-$731	0.02%	323
2020 Q3	$1.01M	Hold	7,268	–	–	0.02%	321
2020 Q2	$1.09M	Sell	7,268 -265	-4%	-$37.4K	0.03%	296
2020 Q1	$997K	Sell	7,533 -96	-1%	-$15.9K	0.03%	285
2019 Q4	$1.34M	Buy	7,629 +1,026	+16%	+$184K	0.04%	275
2019 Q3	$1.21M	Buy	6,603 +2,898	+78%	+$538K	0.03%	283
2019 Q2	$674K	Hold	3,705	–	–	0.02%	346
2019 Q1	$627K	Hold	3,705	–	–	0.02%	354
2018 Q4	$582K	Hold	3,705	–	–	0.02%	342
2018 Q3	$758K	Sell	3,705 -2	-0.1%	-$391	0.02%	321
2018 Q2	$691K	Sell	3,707 -119	-3%	-$24.4K	0.02%	328
2018 Q1	$845K	Buy	3,826 +300	+9%	+$65.3K	0.03%	307
2017 Q4	$717K	Sell	3,526 -108	-3%	-$22.1K	0.03%	318
2017 Q3	$747K	Buy	3,634 +126	+4%	+$25.3K	0.03%	311
2017 Q2	$695K	Hold	3,508	–	–	0.03%	303
2017 Q1	$657K	Buy	3,508 +101	+3%	+$18.7K	0.03%	314
2016 Q4	$588K	Sell	3,407 -225	-6%	-$36.8K	0.03%	323
2016 Q3	$564K	Hold	3,632	–	–	0.02%	329
2016 Q2	$506K	Hold	3,632	–	–	0.02%	335
2016 Q1	$477K	Sell	3,632 -5	-0.1%	-$663	0.02%	346
2015 Q4	$500K	Buy	3,637 +5	+0.1%	+$715	0.02%	350
2015 Q3	$501K	Sell	3,632 -3,022	-45%	-$437K	0.02%	331
2015 Q2	$943K	Buy	6,654 +3,022	+83%	+$420K	0.04%	286
2015 Q1	$493K	Buy	3,632 +52	+1%	+$7.13K	0.02%	345
2014 Q4	$493K	Hold	3,580	–	–	0.02%	338
2014 Q3	$455K	Hold	3,580	–	–	0.02%	342
2014 Q2	$417K	Hold	3,580	–	–	0.02%	350
2014 Q1	$390K	Hold	3,580	–	–	0.02%	350
2013 Q4	$342K	Hold	3,580	–	–	0.02%	366
2013 Q3	$313K	Hold	3,580	–	–	0.02%	378
2013 Q2	$280K	Buy	+3,580	New	+$266K	0.02%	382

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Whittier Trust's GD Position: Q1 2026 in Review

Whittier Trust reduced its General Dynamics (GD) stake by 10% in Q1 2026, selling an estimated $387K and leaving 9,814 shares worth $3.45M. The position accounts for 0.04% of the portfolio, ranked #216.

Whittier Trust first reported a position in GD in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.93M in Q4 2025. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

Whittier Trust held 9,814 shares of General Dynamics worth $3.45M as of Q1 2026.
Whittier Trust sold 1,091 General Dynamics shares in Q1 2026, an estimated $387K.
General Dynamics made up 0.04% of Whittier Trust's portfolio in Q1 2026, its #216 holding.
Whittier Trust first reported a position in General Dynamics in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's General Dynamics position peaked at $3.93M in Q4 2025.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.