Position in GD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,501,997
+$96,025 QoQ
Shares Held
7,063
+0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#680
of 2,203 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Valmark Advisers, Inc. holds $15,408,836 across 10 Aerospace & Defense names. GD ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
10,343 | $3,865,489 | |
| 2 | RTX |
RTX Corp
|
13,209 | $2,506,143 | |
| 3 | GD |
General Dynamics Corp
This page
|
7,063 | $2,501,997 | |
| 4 | LMT |
Lockheed Martin Corp
|
3,556 | $1,811,639 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
5,239 | $1,522,401 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
3,124 | $839,918 | |
| 7 | BA |
Boeing Co
|
3,204 | $693,569 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
2,849 | $629,856 |
All Filings in GD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,501,997 | 7,063 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,405,972 | 7,010 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,349,213 | 6,978 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,378,475 | 6,975 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,051,244 | 7,033 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,950,037 | 7,154 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,904,769 | 7,229 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,197,296 | 7,271 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,102,354 | 7,246 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,031,103 | 7,190 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,866,767 | 7,189 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,608,661 | 7,280 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,573,822 | 7,315 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,717,964 | 7,528 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,859,336 | 7,494 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,591,911 | 7,503 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,650,967 | 7,462 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,798,961 | 7,459 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,512,449 | 7,255 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,426,902 | 7,279 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,409,690 | 7,488 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,326,295 | 7,305 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,013,464 | 6,810 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $222,844 | 1,491 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||