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Forum Financial Management’s Huntington Ingalls Industries HII Stock Holding History

Forum Financial Management’s Portfolio HII Stock Details HII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,360
Closed -$462K – 626
2025
Q4 		$462K Buy
1,360
+14
+1% +$4.34K 0.01% 515
2025
Q3 		$387K Buy
1,346
+282
+27% +$75.1K 0.01% 589
2025
Q2 		$257K Buy
+1,064
New +$238K ﹤0.01% 759
2025
Q1 		– Sell
-1,085
Closed -$205K – 896
2024
Q4 		$205K Buy
+1,085
New +$234K ﹤0.01% 838

Other funds holding HII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's HII Position: Q1 2026 in Review

Forum Financial Management sold out of Huntington Ingalls Industries (HII) in Q1 2026, closing a stake of 1,360 shares — an estimated $462K sold.

Forum Financial Management first reported a position in HII in Q4 2024 and held it in 4 quarters. The position peaked at $462K in Q4 2025. 898 funds tracked by Wall St. Rank hold HII as of Q1 2026.

  • Forum Financial Management reported no remaining Huntington Ingalls Industries position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,360 Huntington Ingalls Industries shares in Q1 2026, an estimated $462K.
  • Forum Financial Management first reported a position in Huntington Ingalls Industries in Q4 2024 and held it in 4 quarters.
  • Forum Financial Management's Huntington Ingalls Industries position peaked at $462K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.