Avantax Planning Partners’s Howmet Aerospace HWM Stock Holding History

Avantax Planning Partners’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
2026 Q2	$856K	Sell	3,182 -128	-4%	-$32.9K	0.02%	212
2026 Q1	$763K	Buy	3,310 +92	+3%	+$21.4K	0.02%	225
2025 Q4	$660K	Buy	3,218 +3	+0.1%	+$597	0.02%	229
2025 Q3	$631K	Hold	3,215	–	–	0.02%	239
2025 Q2	$598K	Buy	3,215 +201	+7%	+$30.9K	0.02%	243
2025 Q1	$391K	Hold	3,014	–	–	0.01%	298
2024 Q4	$330K	Hold	3,014	–	–	0.01%	320
2024 Q3	$302K	Sell	3,014 -252	-8%	-$22.8K	0.01%	332
2024 Q2	$254K	Sell	3,266 -89	-3%	-$6.74K	0.01%	391
2024 Q1	$230K	Buy	+3,355	New	+$206K	0.01%	416
2019 Q1	–	Sell	-413	Closed	-$5K	–	299
2018 Q4	$5K	Sell	413 -2,723	-87%	-$42.5K	﹤0.01%	275
2018 Q3	$53K	Buy	+3,136	New	+$49.9K	﹤0.01%	472
2018 Q2	–	Sell	-2,055	Closed	-$36K	–	780
2018 Q1	$36K	Buy	+2,055	New	+$41.8K	﹤0.01%	596
2017 Q3	–	Sell	-15,248	Closed	-$265K	–	369
2017 Q2	$265K	Sell	15,248 -1,965	-11%	-$40K	0.02%	272
2017 Q1	$348K	Buy	17,213 +311	+2%	+$6.11K	0.03%	225
2016 Q4	$240K	Buy	+16,902	New	+$254K	0.03%	265

Other funds holding HWM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Avantax Planning Partners's HWM Position: Q2 2026 in Review

Avantax Planning Partners reduced its Howmet Aerospace (HWM) stake by 3.9% in Q2 2026, selling an estimated $32.9K and leaving 3,182 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #212.

Avantax Planning Partners first reported a position in HWM in Q4 2016 and has held it in 16 quarters since. 1,605 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

Avantax Planning Partners held 3,182 shares of Howmet Aerospace worth $856K as of Q2 2026.
Avantax Planning Partners sold 128 Howmet Aerospace shares in Q2 2026, an estimated $32.9K.
Howmet Aerospace made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #212 holding.
Avantax Planning Partners first reported a position in Howmet Aerospace in Q4 2016 and has held it in 16 quarters since.
1,605 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.