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Independent Financial Group’s Howmet Aerospace HWM Stock Holding History

Independent Financial Group’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 		$795K Buy
2,957
+70
+2% +$18K 0.01% 788
2026
Q1 		$665K Buy
2,887
+202
+8% +$47.1K 0.01% 788
2025
Q4 		$551K Sell
2,685
-4,692
-64% -$934K 0.01% 857
2025
Q3 		$1.45M Buy
7,377
+349
+5% +$63.6K 0.03% 491
2025
Q2 		$1.31M Buy
7,028
+4,091
+139% +$629K 0.04% 463
2025
Q1 		$381K Sell
2,937
-3,227
-52% -$410K 0.01% 819
2024
Q4 		$674K Buy
6,164
+607
+11% +$66.5K 0.02% 600
2024
Q3 		$557K Buy
5,557
+1,278
+30% +$115K 0.02% 613
2024
Q2 		$332K Buy
+4,279
New +$324K 0.01% 781

Other funds holding HWM

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

Independent Financial Group's HWM Position: Q2 2026 in Review

Independent Financial Group increased its Howmet Aerospace (HWM) stake by 2.4% in Q2 2026, buying an estimated $18K and bringing the position to 2,957 shares worth $795K. The position accounts for 0.01% of the portfolio, ranked #788.

Independent Financial Group first reported a position in HWM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.45M in Q3 2025. 1,598 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • Independent Financial Group held 2,957 shares of Howmet Aerospace worth $795K as of Q2 2026.
  • Independent Financial Group bought 70 Howmet Aerospace shares in Q2 2026, an estimated $18K.
  • Howmet Aerospace made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #788 holding.
  • Independent Financial Group first reported a position in Howmet Aerospace in Q2 2024 and has held it in 9 quarters since.
  • Independent Financial Group's Howmet Aerospace position peaked at $1.45M in Q3 2025.
  • 1,598 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.