IMZ Advisory Inc GD — GENERAL DYNAMICS CORP

Ownership history in IMZ Advisory Inc  ·  7 quarters on record

AI Ownership Summary

IMZ Advisory Inc reported GENERAL DYNAMICS CORP (GD) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.11% in 2024 Q3. The latest visible filing shows GD at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IMZ Advisory Inc's position in GENERAL DYNAMICS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GD was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GD stock page IMZ Advisory Inc fund profile IMZ Advisory Inc full holdings
How IMZ Advisory Inc held GD — position size vs. price
% of Fund (quarterly)    GD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 791 +5 +0.6% 0.10% $272K 2026-04-08 $348.40
2025 Q4 ADDED — — — 786 +4 +0.5% 0.10% $265K 2026-01-21 $363.09
2025 Q3 ADDED — — — 782 +3 +0.4% 0.10% $267K 2025-10-09 $338.31
2025 Q2 ADDED — — — 779 +5 +0.6% 0.09% $233K 2025-07-23 $312.82
2025 Q1 ADDED — — — 774 +4 +0.5% 0.10% $211K 2025-04-09 $265.15
2024 Q4 ADDED — — — 770 +4 +0.5% 0.09% $203K 2025-01-14 $257.53
2024 Q3 INITIATED — — — 766 — — 0.11% $230K 2024-10-07 $287.39

🏢 Other funds also holding GD

As of 2026 Q1 — sorted by position size

THOMAS STORY & SON LLC 3Y 7Y 5.14% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.79% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 4.14% Randolph Co Inc 3Y 7Y 4.04% Saratoga Research & Investment Management 3Y 7Y 3.78% Hendershot Investments Inc. 3Y 7Y 3.07% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 3.05% Edge Wealth Management LLC 3Y 7Y 2.93% STONEBRIDGE CAPITAL MANAGEMENT INC 3Y 7Y 2.92% Paradiem, LLC 3Y 2.81%

FAQ About IMZ Advisory Inc and GD

These are the practical questions this page is built to answer before you even open the full history table.

How long has IMZ Advisory Inc reported owning GD?

IMZ Advisory Inc reported GD across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported GD position in IMZ Advisory Inc's portfolio?

The largest reported portfolio weight for GD was 0.11% in 2024 Q3.

What is the latest reported GD position on this page?

The most recent filing on this page is 2026 Q1, when IMZ Advisory Inc reported 791 shares, equal to 0.10% of portfolio, with an estimated market value of $272K.

What does the chart on this GD ownership page compare?

The chart compares IMZ Advisory Inc's quarterly GD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IMZ Advisory Inc time their GD position?

Based on 13F filing dates vs. subsequent GD price moves, IMZ Advisory Inc correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on GD relative to SPY over the holding period was +0.0%.

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