Position in GD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,593,725
+$316,604 QoQ
Shares Held
4,499
+20.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#829
of 2,203 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $16,499,721 across 13 Aerospace & Defense names. GD ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
21,401 | $4,060,410 | |
| 2 | LMT |
Lockheed Martin Corp
|
6,394 | $3,257,487 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
11,143 | $2,463,494 | |
| 4 | GE |
General Electric Co
|
6,057 | $2,263,682 | |
| 5 | GD |
General Dynamics Corp
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|
4,499 | $1,593,725 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
4,108 | $1,193,743 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
2,336 | $1,189,748 | |
| 8 | BA |
Boeing Co
|
858 | $185,731 |
All Filings in GD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,593,725 | 4,499 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,277,121 | 3,721 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,081,688 | 3,213 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,121,890 | 3,290 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $920,187 | 3,155 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $884,522 | 3,245 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $996,519 | 3,782 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $1,142,920 | 3,782 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $1,094,117 | 3,771 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $1,087,021 | 3,848 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $1,103,337 | 4,249 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $1,157,661 | 5,239 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $1,151,697 | 5,353 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $1,201,297 | 5,264 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $1,242,038 | 5,006 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $1,041,118 | 4,907 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $1,051,601 | 4,753 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $1,132,822 | 4,697 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $923,522 | 4,430 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $866,648 | 4,421 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $811,965 | 4,313 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $900,537 | 4,960 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $741,867 | 4,985 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $740,877 | 5,352 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $881,216 | 5,896 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $824,688 | 6,233 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||