Position in GD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,992,265
+$139,078 QoQ
Shares Held
8,447
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#621
of 2,200 holders
Holding Since
Mar 2020
26 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, 2026LVW Advisors, LLC holds $9,235,277 across 10 Aerospace & Defense names. GD ranks #1 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
This page
|
8,447 | $2,992,265 | |
| 2 | RTX |
RTX Corp
|
10,297 | $1,953,649 | |
| 3 | GE |
General Electric Co
|
3,311 | $1,237,420 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,225 | $624,088 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
1,932 | $561,419 | |
| 6 | EMBJ |
Embraer S.A.
|
7,184 | $458,339 | |
| 7 | BA |
Boeing Co
|
1,916 | $414,756 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
739 | $414,290 |
All Filings in GD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,992,265 | 8,447 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,853,187 | 8,313 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,747,145 | 8,160 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,787,334 | 8,174 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,397,153 | 8,219 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,565,795 | 9,413 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,838,577 | 10,773 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,397,936 | 11,244 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,336,900 | 11,501 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,256,262 | 11,527 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,374,930 | 12,997 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,633,851 | 16,445 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,259,324 | 19,797 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,744,942 | 20,792 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,151,259 | 20,762 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,422,471 | 20,844 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,530,315 | 20,476 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,998,696 | 20,726 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,763,122 | 22,848 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $4,774,310 | 24,355 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,565,305 | 24,250 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $4,395,204 | 24,208 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $3,218,083 | 21,624 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,982,059 | 21,542 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,937,636 | 19,655 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,100,553 | 15,876 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||