LYELL WEALTH MANAGEMENT, LP

Position in NOC — Northrop Grumman Corp /De/

CIK 1686444 MENLO PARK, CA

Position in NOC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$800,126

-$487,260 QoQ

Shares Held

1,571

-16.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#848

of 1,802 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LYELL WEALTH MANAGEMENT, LP holds $10,206,347 across 6 Aerospace & Defense names. NOC ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HONA	Honeywell Aerospace Inc.	27,617	$6,105,566
2	RTX	RTX Corp	7,974	$1,512,907
3	NOC	Northrop Grumman Corp /De/ This page	1,571	$800,126
4	GE	General Electric Co	1,769	$661,128
5	LMT	Lockheed Martin Corp	1,111	$566,010
6	AXON	Axon Enterprise, Inc.	1,000	$560,610

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$800,126	1,571	-16.7%	Shares	Sole	2026-08-05
2026-03-31	$1,287,386	1,887	-2.7%	Shares	Sole	2026-05-07
2025-12-31	$1,106,207	1,940	-2.2%	Shares	Sole	2026-02-12
2025-09-30	$1,208,890	1,984	-7.7%	Shares	Sole	2025-11-06
2025-06-30	$1,074,957	2,150	-46.2%	Shares	Sole	2025-07-29
2025-03-31	$2,046,503	3,997	-47.2%	Shares	Sole	2025-05-08
2024-12-31	$3,551,117	7,567	-20.9%	Shares	Sole	2025-02-03
2024-09-30	$5,054,157	9,571	-1.3%	Shares	Sole	2024-10-23
2024-06-30	$4,228,279	9,699	-25.4%	Shares	Sole	2024-08-08
2024-03-31	$6,222,101	12,999	-5.5%	Shares	Sole	2024-05-03
2023-12-31	$6,440,670	13,758	-2.3%	Shares	Sole	2024-02-02
2023-09-30	$6,197,435	14,079	-2.3%	Shares	Sole	2023-10-31
2023-06-30	$6,569,445	14,413	+1.1%	Shares	Sole	2023-08-04
2023-03-31	$6,579,510	14,250	+7.8%	Shares	Sole	2023-05-03
2022-12-31	$7,214,055	13,222	+18.5%	Shares	Sole	2023-01-24
2022-09-30	$5,246,889	11,156	+19.6%	Shares	Sole	2022-10-24
2022-06-30	$4,463,622	9,327	+44.0%	Shares	Sole	2022-07-28
2022-03-31	$2,897,538	6,479	+53.9%	Shares	Sole	2022-05-04
2021-12-31	$1,629,564	4,210	-0.5%	Shares	Sole	2022-02-08
2021-09-30	$1,524,154	4,232	-9.2%	Shares	Sole	2021-11-10
2021-06-30	$1,694,310	4,662	-1.0%	Shares	Sole	2021-08-09
2021-03-31	$1,524,344	4,710	-56.9%	Shares	Sole	2021-05-07
2020-12-31	$3,331,503	10,933	-28.9%	Shares	Sole	2021-02-04
2020-09-30	$4,852,867	15,382	-0.1%	Shares	Sole	2020-11-04
2020-06-30	$4,734,268	15,399	-0.8%	Shares	Sole	2020-07-30
2020-03-31	$4,694,668	15,517	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.