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Evergreen Wealth Solutions’s Howmet Aerospace HWM Stock Holding History

Evergreen Wealth Solutions’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 		$542K Buy
1,918
+437
+30% +$112K 0.03% 310
2026
Q1 		$341K Buy
+1,481
New +$345K 0.02% 307

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evergreen Wealth Solutions's HWM Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Howmet Aerospace (HWM) stake by 30% in Q2 2026, buying an estimated $112K and bringing the position to 1,918 shares worth $542K. The position accounts for 0.03% of the portfolio, ranked #310.

Evergreen Wealth Solutions first reported a position in HWM in Q1 2026 and has held it in 2 quarters since. 1,602 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • Evergreen Wealth Solutions held 1,918 shares of Howmet Aerospace worth $542K as of Q2 2026.
  • Evergreen Wealth Solutions bought 437 Howmet Aerospace shares in Q2 2026, an estimated $112K.
  • Howmet Aerospace made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #310 holding.
  • Evergreen Wealth Solutions first reported a position in Howmet Aerospace in Q1 2026 and has held it in 2 quarters since.
  • 1,602 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.