Fulcrum Equity Management’s Huntington Ingalls Industries HII Stock Holding History

Fulcrum Equity 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
2025 Q1	–	Sell	-1,142	Closed	-$216K	–	103
2024 Q4	$216K	Sell	1,142 -972	-46%	-$210K	0.21%	105
2024 Q3	$559K	Buy	2,114 +79	+4%	+$20.9K	0.47%	67
2024 Q2	$501K	Sell	2,035 -89	-4%	-$23.1K	0.45%	73
2024 Q1	$619K	Buy	2,124 +21	+1%	+$5.78K	0.73%	48
2023 Q4	$546K	Sell	2,103 -167	-7%	-$39K	0.67%	36
2023 Q3	$464K	Sell	2,270 -2	-0.1%	-$441	0.54%	48
2023 Q2	$517K	Buy	2,272 +964	+74%	+$200K	0.6%	43
2023 Q1	$271K	Buy	1,308 +252	+24%	+$54.5K	0.25%	75
2022 Q4	$244K	Buy	1,056 +5	+0.5%	+$1.18K	0.2%	62
2022 Q3	$233K	Buy	+1,051	New	+$236K	0.2%	56

Other funds holding HII

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fulcrum Equity Management's HII Position: Q1 2025 in Review

Fulcrum Equity Management sold out of Huntington Ingalls Industries (HII) in Q1 2025, closing a stake of 1,142 shares — an estimated $216K sold.

Fulcrum Equity Management first reported a position in HII in Q3 2022 and held it in 10 quarters. The position peaked at $619K in Q1 2024. 607 funds tracked by Wall St. Rank hold HII as of Q1 2025.

Fulcrum Equity Management reported no remaining Huntington Ingalls Industries position as of Q1 2025 after selling out during the quarter.
Fulcrum Equity Management sold 1,142 Huntington Ingalls Industries shares in Q1 2025, an estimated $216K.
Fulcrum Equity Management first reported a position in Huntington Ingalls Industries in Q3 2022 and held it in 10 quarters.
Fulcrum Equity Management's Huntington Ingalls Industries position peaked at $619K in Q1 2024.
607 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q1 2025.

Based on Fulcrum Equity Management's 13F filing for Q1 2025, filed 1 May 2025.