IBEX Wealth Advisors’s Howmet Aerospace HWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.9M Buy
40,578
+1,299
+3% +$334K 0.85% 37
2026
Q1
$9.05M Buy
39,279
+2,232
+6% +$520K 0.84% 38
2025
Q4
$7.6M Buy
37,047
+2,677
+8% +$533K 0.74% 46
2025
Q3
$6.74M Buy
+34,370
New +$6.26M 0.65% 47

Other funds holding HWM

IBEX Wealth Advisors's HWM Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Howmet Aerospace (HWM) stake by 3.3% in Q2 2026, buying an estimated $334K and bringing the position to 40,578 shares worth $10.9M. The position accounts for 0.85% of the portfolio, ranked #37.

IBEX Wealth Advisors first reported a position in HWM in Q3 2025 and has held it in 4 quarters since. 1,606 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • IBEX Wealth Advisors held 40,578 shares of Howmet Aerospace worth $10.9M as of Q2 2026.
  • IBEX Wealth Advisors bought 1,299 Howmet Aerospace shares in Q2 2026, an estimated $334K.
  • Howmet Aerospace made up 0.85% of IBEX Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • IBEX Wealth Advisors first reported a position in Howmet Aerospace in Q3 2025 and has held it in 4 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.