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Mount Lucas Management’s Globus Medical GMED Stock Holding History

Mount Lucas Management’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,831
Closed -$684K – 182
2025
Q4 		$684K Sell
7,831
-144
-2% -$10.9K 0.27% 128
2025
Q3 		$457K Sell
7,975
-619
-7% -$35.6K 0.19% 145
2025
Q2 		$507K Sell
8,594
-1,101
-11% -$71.1K 0.22% 141
2025
Q1 		$710K Buy
+9,695
New +$801K 0.23% 102

Other funds holding GMED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Lucas Management's GMED Position: Q1 2026 in Review

Mount Lucas Management sold out of Globus Medical (GMED) in Q1 2026, closing a stake of 7,831 shares — an estimated $684K sold.

Mount Lucas Management first reported a position in GMED in Q1 2025 and held it in 4 quarters. The position peaked at $710K in Q1 2025. 607 funds tracked by Wall St. Rank hold GMED as of Q1 2026.

  • Mount Lucas Management reported no remaining Globus Medical position as of Q1 2026 after selling out during the quarter.
  • Mount Lucas Management sold 7,831 Globus Medical shares in Q1 2026, an estimated $684K.
  • Mount Lucas Management first reported a position in Globus Medical in Q1 2025 and held it in 4 quarters.
  • Mount Lucas Management's Globus Medical position peaked at $710K in Q1 2025.
  • 607 funds tracked by Wall St. Rank held Globus Medical as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.