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Walled Lake Planning & Wealth Management’s Huntington Ingalls Industries HII Stock Holding History

Walled Lake Planning & Wealth 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
Q2 		$6.99M Buy
24,979
+131
+0.5% +$43.8K 1.76% 16
2026
Q1 		$9.44M Sell
24,848
-251
-1% -$103K 2.77% 11
2025
Q4 		$8.54M Sell
25,099
-141
-0.6% -$43.8K 2.7% 10
2025
Q3 		$7.27M Sell
25,240
-1,474
-6% -$393K 2.39% 11
2025
Q2 		$6.45M Buy
26,714
+153
+0.6% +$34.2K 2.1% 11
2025
Q1 		$5.42M Buy
26,561
+2,282
+9% +$433K 1.92% 16
2024
Q4 		$4.59M Sell
24,279
-1,025
-4% -$221K 1.71% 19
2024
Q3 		$6.69M Buy
25,304
+69
+0.3% +$18.3K 2.51% 13
2024
Q2 		$6.22M Sell
25,235
-1,139
-4% -$296K 2.54% 11
2024
Q1 		$7.69M Sell
26,374
-468
-2% -$129K 3.16% 9
2023
Q4 		$6.97M Sell
26,842
-159
-0.6% -$37.1K 3.24% 10
2023
Q3 		$5.52M Buy
27,001
+385
+1% +$85K 2.77% 15
2023
Q2 		$6.06M Sell
26,616
-108
-0.4% -$22.4K 2.95% 13
2023
Q1 		$5.53M Buy
26,724
+1,223
+5% +$264K 2.9% 14
2022
Q4 		$5.88M Sell
25,501
-188
-0.7% -$44.3K 4.01% 8
2022
Q3 		$5.69M Buy
25,689
+315
+1% +$70.7K 3.98% 5
2022
Q2 		$5.53M Buy
25,374
+381
+2% +$80.5K 3.81% 5
2022
Q1 		$4.99M Buy
24,993
+7,118
+40% +$1.39M 2.97% 12
2021
Q4 		$3.34M Buy
17,875
+824
+5% +$159K 1.94% 23
2021
Q3 		$3.29M Buy
+17,051
New +$3.45M 2.03% 22

Other funds holding HII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Walled Lake Planning & Wealth Management's HII Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Huntington Ingalls Industries (HII) stake by 0.53% in Q2 2026, buying an estimated $43.8K and bringing the position to 24,979 shares worth $6.99M. The position accounts for 1.76% of the portfolio, ranked #16.

Walled Lake Planning & Wealth Management first reported a position in HII in Q3 2021 and has held it in 20 quarters since. The position peaked at $9.44M in Q1 2026. 803 funds tracked by Wall St. Rank hold HII as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 24,979 shares of Huntington Ingalls Industries worth $6.99M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 131 Huntington Ingalls Industries shares in Q2 2026, an estimated $43.8K.
  • Huntington Ingalls Industries made up 1.76% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Huntington Ingalls Industries in Q3 2021 and has held it in 20 quarters since.
  • Walled Lake Planning & Wealth Management's Huntington Ingalls Industries position peaked at $9.44M in Q1 2026.
  • 803 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.