Ownership history in Lummis Asset Management, LP · 9 quarters on record
This page tracks every 13F SEC filing in which Lummis Asset Management, LP reported a position in General Dynamics Corp (GD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 14,846 | -131 | -0.9% | 3.07% | $5.0M | $335.29 |
| 2025 Q3 | REDUCED | 14,977 | -26 | -0.2% | 3.35% | $5.1M | $338.13 |
| 2025 Q2 | REDUCED | 15,003 | -94 | -0.6% | 2.93% | $4.5M | $287.73 |
| 2025 Q1 | ADDED | 15,097 | +7,417 | +96.6% | 2.86% | $4.1M | $267.42 |
As of 2025 Q4 — sorted by position size