Position in GD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$13,561,719
-$1,000,415 QoQ
Shares Held
38,284
-9.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#83
of 1,247 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, 2026Merit Financial Group, LLC holds $141,525,045 across 27 Aerospace & Defense names. GD ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
86,154 | $32,198,330 | |
| 2 | RTX |
RTX Corp
|
123,890 | $23,505,644 | |
| 3 | GD |
General Dynamics Corp
This page
|
38,284 | $13,561,719 | |
| 4 | BA |
Boeing Co
|
52,417 | $11,346,703 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
20,811 | $10,599,247 | |
| 6 | LMT |
Lockheed Martin Corp
|
18,438 | $9,393,417 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
11,233 | $6,297,330 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
26,932 | $5,946,582 |
All Filings in GD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,561,719 | 38,284 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $14,562,134 | 42,428 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $14,029,627 | 41,673 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $12,256,904 | 35,944 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $8,046,607 | 27,589 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,040,357 | 11,154 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,279,978 | 8,653 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,119,026 | 7,012 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,382,919 | 8,213 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,465,290 | 8,727 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,168,504 | 8,351 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,685,117 | 7,626 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,656,009 | 7,697 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,792,589 | 7,855 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,969,497 | 7,938 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,684,417 | 7,939 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,425,956 | 6,445 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,519,675 | 6,301 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,292,097 | 6,198 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,173,631 | 5,987 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,117,511 | 5,936 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,023,453 | 5,637 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $636,056 | 4,274 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $674,430 | 4,872 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $721,293 | 4,826 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $577,665 | 4,366 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||