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DSM Capital Partners’s Howmet Aerospace HWM Stock Holding History

DSM Capital 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 		$174M Sell
646,621
-123,116
-16% -$31.6M 2.98% 9
2026
Q1 		$177M Sell
769,737
-103,958
-12% -$24.2M 3.14% 9
2025
Q4 		$179M Sell
873,695
-4,375
-0.5% -$871K 2.65% 12
2025
Q3 		$172M Buy
878,070
+159,865
+22% +$29.1M 2.46% 12
2025
Q2 		$134M Sell
718,205
-173,897
-19% -$26.8M 1.98% 15
2025
Q1 		$116M Sell
892,102
-119,859
-12% -$15.2M 2.02% 18
2024
Q4 		$111M Buy
1,011,961
+175,409
+21% +$19.2M 1.71% 18
2024
Q3 		$83.9M Buy
836,552
+787,225
+1,596% +$71.1M 1.28% 21
2024
Q2 		$3.83M Buy
49,327
+38,043
+337% +$2.88M 0.06% 31
2024
Q1 		$772K Buy
+11,284
New +$692K 0.01% 41

Other funds holding HWM

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSM Capital Partners's HWM Position: Q2 2026 in Review

DSM Capital Partners reduced its Howmet Aerospace (HWM) stake by 16% in Q2 2026, selling an estimated $31.6M and leaving 646,621 shares worth $174M. The position accounts for 2.98% of the portfolio, ranked #9.

DSM Capital Partners first reported a position in HWM in Q1 2024 and has held it in 10 quarters since. The position peaked at $179M in Q4 2025. 1,075 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • DSM Capital Partners held 646,621 shares of Howmet Aerospace worth $174M as of Q2 2026.
  • DSM Capital Partners sold 123,116 Howmet Aerospace shares in Q2 2026, an estimated $31.6M.
  • Howmet Aerospace made up 2.98% of DSM Capital Partners's portfolio in Q2 2026, its #9 holding.
  • DSM Capital Partners first reported a position in Howmet Aerospace in Q1 2024 and has held it in 10 quarters since.
  • DSM Capital Partners's Howmet Aerospace position peaked at $179M in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on DSM Capital Partners's 13F filing for Q2 2026, filed 3 Aug 2026.