AMES NATIONAL CORP GD — General Dynamics

Ownership history in AMES NATIONAL CORP  ·  6 quarters on record

AI Ownership Summary

AMES NATIONAL CORP reported General Dynamics (GD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.52% in 2025 Q2. The latest visible filing shows GD at 0.36% 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 AMES NATIONAL CORP's position in General Dynamics, 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 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 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 AMES NATIONAL CORP fund profile AMES NATIONAL CORP full holdings
How AMES NATIONAL CORP 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,762 — 0% 0.36% $605K 2026-05-12 $346.46
2025 Q4 REDUCED 9.7% +2.4% ❌ 1,762 -190 -9.7% 0.35% $593K 2026-02-13 $346.03
2025 Q3 REDUCED 28.9% +0.3% ❌ 1,952 -795 -28.9% 0.40% $666K 2025-11-12 $346.42
2025 Q2 UNCHANGED — — — 2,747 — 0% 0.52% $801K 2025-08-12 $309.92
2025 Q1 UNCHANGED — — — 2,747 — 0% 0.50% $749K 2025-05-06 $265.73
2024 Q4 INITIATED — — — 2,747 — — 0.49% $724K 2025-02-18 $236.91

🏢 Other funds also holding GD

As of 2026 Q1 — sorted by position size

LONGVIEW ASSET MANAGEMENT, LLC 3Y 7Y 97.13% Newport Trust Company, LLC 3Y 7Y 11.44% DRH Investments, Inc. 3Y 9.86% Holowesko Partners Ltd. 3Y 7Y 6.44% 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% Kensington Investment Counsel, LLC 3Y 3.16%

FAQ About AMES NATIONAL CORP and GD

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

How long has AMES NATIONAL CORP reported owning GD?

AMES NATIONAL CORP reported GD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GD position in AMES NATIONAL CORP's portfolio?

The largest reported portfolio weight for GD was 0.52% in 2025 Q2.

What is the latest reported GD position on this page?

The most recent filing on this page is 2026 Q1, when AMES NATIONAL CORP reported 1,762 shares, equal to 0.36% of portfolio, with an estimated market value of $605K.

What does the chart on this GD ownership page compare?

The chart compares AMES NATIONAL CORP'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 AMES NATIONAL CORP time their GD position?

Based on 13F filing dates vs. subsequent GD price moves, AMES NATIONAL CORP correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on GD relative to SPY over the holding period was +15.6%.

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