XF
GD icon

XML Financial’s General Dynamics GD Stock Holding History

XML Financial’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 		$2.02M Sell
5,692
-98
-2% -$33.6K 0.15% 129
2026
Q1 		$1.99M Sell
5,790
-534
-8% -$189K 0.16% 124
2025
Q4 		$2.13M Sell
6,324
-512
-7% -$175K 0.17% 117
2025
Q3 		$2.33M Sell
6,836
-150
-2% -$47.3K 0.19% 109
2025
Q2 		$2.04M Sell
6,986
-5
-0.1% -$1.38K 0.18% 119
2025
Q1 		$1.91M Sell
6,991
-464
-6% -$121K 0.18% 116
2024
Q4 		$1.96M Sell
7,455
-797
-10% -$229K 0.18% 120
2024
Q3 		$2.49M Sell
8,252
-258
-3% -$75.8K 0.23% 98
2024
Q2 		$2.47M Buy
8,510
+273
+3% +$80K 0.25% 96
2024
Q1 		$2.33M Sell
8,237
-2,508
-23% -$671K 0.24% 105
2023
Q4 		$2.79M Buy
10,745
+98
+0.9% +$23.9K 0.29% 92
2023
Q3 		$2.35M Sell
10,647
-14
-0.1% -$3.1K 0.28% 93
2023
Q2 		$2.29M Sell
10,661
-6
-0.1% -$1.29K 0.27% 95
2023
Q1 		$2.43M Sell
10,667
-225
-2% -$52K 0.3% 90
2022
Q4 		$2.7M Sell
10,892
-250
-2% -$61K 0.34% 89
2022
Q3 		$2.36M Buy
+11,142
New +$2.52M 0.33% 86
2022
Q2 		– Sell
-11,076
Closed -$2.67M – 270
2022
Q1 		$2.67M Buy
11,076
+7
+0.1% +$1.55K 0.32% 89
2021
Q4 		$2.31M Sell
11,069
-8
-0.1% -$1.61K 0.28% 97
2021
Q3 		$2.17M Buy
+11,077
New +$2.17M 0.29% 92

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

XML Financial's GD Position: Q2 2026 in Review

XML Financial reduced its General Dynamics (GD) stake by 1.7% in Q2 2026, selling an estimated $33.6K and leaving 5,692 shares worth $2.02M. The position accounts for 0.15% of the portfolio, ranked #129.

XML Financial first reported a position in GD in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.79M in Q4 2023. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • XML Financial held 5,692 shares of General Dynamics worth $2.02M as of Q2 2026.
  • XML Financial sold 98 General Dynamics shares in Q2 2026, an estimated $33.6K.
  • General Dynamics made up 0.15% of XML Financial's portfolio in Q2 2026, its #129 holding.
  • XML Financial first reported a position in General Dynamics in Q3 2021 and has held it in 19 quarters since.
  • XML Financial's General Dynamics position peaked at $2.79M in Q4 2023.
  • 2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.