Letson Investment Management’s Northrop Grumman NOC Stock Holding History

Letson Investment Management’s Portfolio NOC Stock Details NOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.35M	Sell	4,620 -34	-0.7%	-$19.6K	0.86%	32
2026 Q1	$3.17M	Buy	4,654 +1	+0%	+$691	1.22%	25
2025 Q4	$2.65M	Hold	4,653	–	–	0.97%	27
2025 Q3	$2.84M	Hold	4,653	–	–	1.02%	28
2025 Q2	$2.33M	Hold	4,653	–	–	0.92%	31
2025 Q1	$2.38M	Buy	4,653 +38	+0.8%	+$18.1K	0.96%	30
2024 Q4	$2.17M	Sell	4,615 -127	-3%	-$63.9K	0.88%	33
2024 Q3	$2.5M	Buy	4,742 +126	+3%	+$61.7K	0.98%	30
2024 Q2	$2.01M	Sell	4,616 -14	-0.3%	-$6.39K	0.89%	33
2024 Q1	$2.22M	Sell	4,630 -98	-2%	-$45.1K	0.94%	28
2023 Q4	$2.21M	Buy	+4,728	New	+$2.22M	1.03%	27

Other funds holding NOC

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Letson Investment Management's NOC Position: Q2 2026 in Review

Letson Investment Management reduced its Northrop Grumman (NOC) stake by 0.73% in Q2 2026, selling an estimated $19.6K and leaving 4,620 shares worth $2.35M. The position accounts for 0.86% of the portfolio, ranked #32.

Letson Investment Management first reported a position in NOC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.17M in Q1 2026. 1,816 funds tracked by Wall St. Rank hold NOC as of Q2 2026.

Letson Investment Management held 4,620 shares of Northrop Grumman worth $2.35M as of Q2 2026.
Letson Investment Management sold 34 Northrop Grumman shares in Q2 2026, an estimated $19.6K.
Northrop Grumman made up 0.86% of Letson Investment Management's portfolio in Q2 2026, its #32 holding.
Letson Investment Management first reported a position in Northrop Grumman in Q4 2023 and has held it in 11 quarters since.
Letson Investment Management's Northrop Grumman position peaked at $3.17M in Q1 2026.
1,816 funds tracked by Wall St. Rank held Northrop Grumman as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.