GoalVest Advisory’s Howmet Aerospace HWM Stock Holding History

GoalVest Advisory’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 Q3	$42.6K	Buy	26,123 +26,050	+35,685%	+$6.86M	0.01%	245
2026 Q2	$19.6K	Hold	73	–	–	﹤0.01%	304
2026 Q1	$16.8K	Buy	+73	New	+$17K	﹤0.01%	344
2022 Q2	–	Sell	-159	Closed	-$6K	–	407
2022 Q1	$6K	Buy	+159	New	+$5.43K	﹤0.01%	265

Other funds holding HWM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

FengHe Fund Management Singapore $2.06B AUM 157.75% 1-Year Est. Return

GoalVest Advisory's HWM Position: Q3 2026 in Review

GoalVest Advisory increased its Howmet Aerospace (HWM) stake by 35,685% in Q3 2026, buying an estimated $6.86M and bringing the position to 26,123 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #245.

GoalVest Advisory first reported a position in HWM in Q1 2022 and has held it in 4 quarters since. 892 funds tracked by Wall St. Rank hold HWM as of Q3 2026.

GoalVest Advisory held 26,123 shares of Howmet Aerospace worth $42.6K as of Q3 2026.
GoalVest Advisory bought 26,050 Howmet Aerospace shares in Q3 2026, an estimated $6.86M.
Howmet Aerospace made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #245 holding.
GoalVest Advisory first reported a position in Howmet Aerospace in Q1 2022 and has held it in 4 quarters since.
892 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.