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IBEX Wealth Advisors’s Howmet Aerospace HWM Stock Holding History

IBEX Wealth Advisors’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IBEX Wealth Advisors's HWM Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Howmet Aerospace (HWM) stake by 6% in Q1 2026, buying an estimated $520K and bringing the position to 39,279 shares worth $9.05M. The position accounts for 0.84% of the portfolio, ranked #38.

IBEX Wealth Advisors first reported a position in HWM in Q3 2025 and has held it in 3 quarters since. 1,461 funds tracked by Wall St. Rank hold HWM as of Q1 2026.

  • IBEX Wealth Advisors held 39,279 shares of Howmet Aerospace worth $9.05M as of Q1 2026.
  • IBEX Wealth Advisors bought 2,232 Howmet Aerospace shares in Q1 2026, an estimated $520K.
  • Howmet Aerospace made up 0.84% of IBEX Wealth Advisors's portfolio in Q1 2026, its #38 holding.
  • IBEX Wealth Advisors first reported a position in Howmet Aerospace in Q3 2025 and has held it in 3 quarters since.
  • 1,461 funds tracked by Wall St. Rank held Howmet Aerospace as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.