Institute for Wealth Management’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 | $2.39M | Sell |
8,888
-7
| -0.1% | -$1.8K | 0.21% | 92 |
|
|
2026
Q1 | $2.05M | Sell |
8,895
-66
| -0.7% | -$15.4K | 0.22% | 103 |
|
|
2025
Q4 | $1.84M | Sell |
8,961
-123
| -1% | -$24.5K | 0.19% | 113 |
|
|
2025
Q3 | $1.78M | Sell |
9,084
-98
| -1% | -$17.9K | 0.19% | 116 |
|
|
2025
Q2 | $1.71M | Sell |
9,182
-43
| -0.5% | -$6.62K | 0.19% | 114 |
|
|
2025
Q1 | $1.2M | Buy |
9,225
+10
| +0.1% | +$1.27K | 0.15% | 149 |
|
|
2024
Q4 | $1.01M | Hold |
9,215
| – | – | 0.13% | 172 |
|
|
2024
Q3 | $924K | Sell |
9,215
-41
| -0.4% | -$3.7K | 0.12% | 190 |
|
|
2024
Q2 | $719K | Buy |
9,256
+21
| +0.2% | +$1.59K | 0.1% | 213 |
|
|
2024
Q1 | $632K | Buy |
9,235
+66
| +0.7% | +$4.05K | 0.08% | 245 |
|
|
2023
Q4 | $496K | Hold |
9,169
| – | – | 0.08% | 269 |
|
|
2023
Q3 | $424K | Sell |
9,169
-14
| -0.2% | -$682 | 0.08% | 286 |
|
|
2023
Q2 | $455K | Hold |
9,183
| – | – | 0.08% | 281 |
|
|
2023
Q1 | $389K | Sell |
9,183
-182
| -2% | -$7.46K | 0.07% | 303 |
|
|
2022
Q4 | $369K | Sell |
9,365
-203
| -2% | -$7.4K | 0.08% | 318 |
|
|
2022
Q3 | $296K | Sell |
9,568
-2
| -0% | -$70 | 0.07% | 339 |
|
|
2022
Q2 | $301K | Sell |
9,570
-116
| -1% | -$3.97K | 0.06% | 394 |
|
|
2022
Q1 | $348K | Hold |
9,686
| – | – | 0.06% | 381 |
|
|
2021
Q4 | $308K | Hold |
9,686
| – | – | 0.05% | 372 |
|
|
2021
Q3 | $302K | Hold |
9,686
| – | – | 0.05% | 376 |
|
|
2021
Q2 | $334K | Hold |
9,686
| – | – | 0.06% | 346 |
|
|
2021
Q1 | $311K | Sell |
9,686
-100
| -1% | -$2.88K | 0.06% | 354 |
|
|
2020
Q4 | $279K | Buy |
+9,786
| New | +$218K | 0.06% | 365 |
|
|
2020
Q3 | – | Sell |
-10,716
| Closed | -$170K | – | 431 |
|
|
2020
Q2 | $170K | Sell |
10,716
-3,258
| -23% | -$42.8K | 0.04% | 405 |
|
|
2020
Q1 | $172K | Sell |
13,974
-24
| -0.2% | -$499 | 0.05% | 375 |
|
|
2019
Q4 | $330K | Sell |
13,998
-64
| -0.5% | -$1.43K | 0.07% | 323 |
|
|
2019
Q3 | $280K | Sell |
14,062
-698
| -5% | -$13.8K | 0.07% | 336 |
|
|
2019
Q2 | $292K | Sell |
14,760
-1,188
| -7% | -$20K | 0.06% | 362 |
|
|
2019
Q1 | $234K | Sell |
15,948
-563
| -3% | -$8.07K | 0.05% | 384 |
|
|
2018
Q4 | $213K | Sell |
16,511
-7,818
| -32% | -$122K | 0.09% | 237 |
|
|
2018
Q3 | $398K | Sell |
24,329
-358
| -1% | -$5.7K | 0.13% | 180 |
|
|
2018
Q2 | $316K | Sell |
24,687
-2,201
| -8% | -$32.7K | 0.1% | 193 |
|
|
2018
Q1 | $362K | Buy |
26,888
+722
| +3% | +$14.7K | 0.11% | 219 |
|
|
2017
Q4 | $558K | Buy |
+26,166
| New | +$509K | 0.13% | 206 |
|
Other funds holding HWM
Institute for Wealth Management's HWM Position: Q2 2026 in Review
Institute for Wealth Management reduced its Howmet Aerospace (HWM) stake by 0.08% in Q2 2026, selling an estimated $1.8K and leaving 8,888 shares worth $2.39M. The position accounts for 0.21% of the portfolio, ranked #92.
Institute for Wealth Management first reported a position in HWM in Q4 2017 and has held it in 34 quarters since. 1,596 funds tracked by Wall St. Rank hold HWM as of Q2 2026.
- Institute for Wealth Management held 8,888 shares of Howmet Aerospace worth $2.39M as of Q2 2026.
- Institute for Wealth Management sold 7 Howmet Aerospace shares in Q2 2026, an estimated $1.8K.
- Howmet Aerospace made up 0.21% of Institute for Wealth Management's portfolio in Q2 2026, its #92 holding.
- Institute for Wealth Management first reported a position in Howmet Aerospace in Q4 2017 and has held it in 34 quarters since.
- 1,596 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.