Position in GD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$678,369
-$32,096 QoQ
Shares Held
1,915
-7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,193
of 2,203 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $10,265,836 across 12 Aerospace & Defense names. GD ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
8,132 | $3,039,172 | |
| 2 | BA |
Boeing Co
|
10,610 | $2,296,746 | |
| 3 | RTX |
RTX Corp
|
8,793 | $1,668,295 | |
| 4 | GD |
General Dynamics Corp
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|
1,915 | $678,369 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,077 | $548,688 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,858 | $410,766 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
1,517 | $407,860 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
643 | $327,486 |
All Filings in GD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,369 | 1,915 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $710,465 | 2,070 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $751,425 | 2,232 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $797,258 | 2,338 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $651,568 | 2,234 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,232,879 | 4,523 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,166,997 | 4,429 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,461,741 | 4,837 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,687,164 | 5,815 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,606,803 | 5,688 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,416,759 | 5,456 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,176,886 | 5,326 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,043,262 | 4,849 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,083,084 | 4,746 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,133,862 | 4,570 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $904,268 | 4,262 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $894,513 | 4,043 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $876,206 | 3,633 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $758,830 | 3,640 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $661,013 | 3,372 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $494,182 | 2,625 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $338,246 | 1,863 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||