Mount Lucas Management’s General Dynamics GD Stock Holding History

Mount Lucas Management’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.8M	Buy	5,078 +176	+4%	+$60.3K	0.64%	43
2026 Q1	$1.68M	Buy	+4,902	New	+$1.74M	0.62%	44
2018 Q1	–	Sell	-11,725	Closed	-$2.38M	–	95
2017 Q4	$2.38M	Sell	11,725 -591	-5%	-$121K	0.41%	83
2017 Q3	$2.53M	Sell	12,316 -821	-6%	-$165K	0.46%	78
2017 Q2	$2.6M	Buy	13,137 +85	+0.7%	+$16.6K	0.49%	58
2017 Q1	$2.44M	Buy	+13,052	New	+$2.41M	0.49%	56
2015 Q3	–	Sell	-29,406	Closed	-$4.17M	–	111
2015 Q2	$4.17M	Buy	29,406 +172	+0.6%	+$23.9K	0.8%	32
2015 Q1	$3.97M	Sell	29,234 -32,516	-53%	-$4.46M	0.67%	35
2014 Q4	$8.5M	Buy	61,750 +1,159	+2%	+$158K	0.94%	22
2014 Q3	$7.7M	Buy	60,591 +29,228	+93%	+$3.55M	1.33%	21
2014 Q2	$3.65M	Sell	31,363 -4,372	-12%	-$497K	0.48%	36
2014 Q1	$3.89M	Buy	+35,735	New	+$3.7M	0.53%	33

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Lucas Management's GD Position: Q2 2026 in Review

Mount Lucas Management increased its General Dynamics (GD) stake by 3.6% in Q2 2026, buying an estimated $60.3K and bringing the position to 5,078 shares worth $1.8M. The position accounts for 0.64% of the portfolio, ranked #43.

Mount Lucas Management first reported a position in GD in Q1 2014 and has held it in 12 quarters since. The position peaked at $8.5M in Q4 2014. 2,209 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Mount Lucas Management held 5,078 shares of General Dynamics worth $1.8M as of Q2 2026.
Mount Lucas Management bought 176 General Dynamics shares in Q2 2026, an estimated $60.3K.
General Dynamics made up 0.64% of Mount Lucas Management's portfolio in Q2 2026, its #43 holding.
Mount Lucas Management first reported a position in General Dynamics in Q1 2014 and has held it in 12 quarters since.
Mount Lucas Management's General Dynamics position peaked at $8.5M in Q4 2014.
2,209 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.