AllSquare Wealth Management’s Howmet Aerospace HWM Stock Holding History

AllSquare Wealth Management’s Portfolio HWM Stock Details HWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$67.1K	Sell	342 -86	-20%	-$15.7K	0.04%	207
2025 Q2	$79.7K	Sell	428 -198	-32%	-$30.5K	0.04%	175
2025 Q1	$81.2K	Hold	626	–	–	0.05%	165
2024 Q4	$68.5K	Hold	626	–	–	0.04%	184
2024 Q3	$62.8K	Sell	626 -80	-11%	-$7.22K	0.04%	191
2024 Q2	$54.8K	Sell	706 -184	-21%	-$13.9K	0.03%	195
2024 Q1	$60.9K	Buy	+890	New	+$54.6K	0.04%	196
2020 Q3	–	Sell	-33	Closed	-$1K	–	478
2020 Q2	$1K	Sell	33 -10	-23%	-$131	﹤0.01%	453
2020 Q1	$1K	Hold	43	–	–	﹤0.01%	431
2019 Q4	$1K	Hold	43	–	–	﹤0.01%	436
2019 Q3	$1K	Hold	43	–	–	﹤0.01%	439
2019 Q2	$1K	Hold	43	–	–	﹤0.01%	444
2019 Q1	$1K	Hold	43	–	–	﹤0.01%	449
2018 Q4	$1K	Hold	43	–	–	﹤0.01%	444
2018 Q3	$1K	Hold	43	–	–	﹤0.01%	463
2018 Q2	$1K	Hold	43	–	–	﹤0.01%	471
2018 Q1	$1K	Hold	43	–	–	﹤0.01%	384
2017 Q4	$1K	Hold	43	–	–	﹤0.01%	375
2017 Q3	$1K	Hold	43	–	–	﹤0.01%	354
2017 Q2	$1K	Hold	43	–	–	﹤0.01%	169
2017 Q1	$1K	Hold	43	–	–	﹤0.01%	353
2016 Q4	$1K	Buy	+43	New	+$647	﹤0.01%	327

Other funds holding HWM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AllSquare Wealth Management's HWM Position: Q3 2025 in Review

AllSquare Wealth Management reduced its Howmet Aerospace (HWM) stake by 20% in Q3 2025, selling an estimated $15.7K and leaving 342 shares worth $67.1K. The position accounts for 0.04% of the portfolio, ranked #207.

AllSquare Wealth Management first reported a position in HWM in Q4 2016 and has held it in 22 quarters since. The position peaked at $81.2K in Q1 2025. 1,253 funds tracked by Wall St. Rank hold HWM as of Q3 2025.

AllSquare Wealth Management held 342 shares of Howmet Aerospace worth $67.1K as of Q3 2025.
AllSquare Wealth Management sold 86 Howmet Aerospace shares in Q3 2025, an estimated $15.7K.
Howmet Aerospace made up 0.04% of AllSquare Wealth Management's portfolio in Q3 2025, its #207 holding.
AllSquare Wealth Management first reported a position in Howmet Aerospace in Q4 2016 and has held it in 22 quarters since.
AllSquare Wealth Management's Howmet Aerospace position peaked at $81.2K in Q1 2025.
1,253 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.