Kovitz Investment Group Partners
HWM icon

Kovitz Investment Group Partners’s Howmet Aerospace HWM Stock Holding History

Kovitz Investment Group Partners’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 		$19.8M Sell
85,888
-15,250
-15% -$3.55M 0.46% 56
2025
Q4 		$20.7M Sell
101,138
-13,018
-11% -$2.59M 0.46% 51
2025
Q3 		$22.4M Sell
114,156
-52,410
-31% -$9.55M 0.09% 203
2025
Q2 		$31M Buy
166,566
+621
+0.4% +$95.5K 0.13% 139
2025
Q1 		$21.5M Buy
165,945
+6,329
+4% +$804K 0.11% 159
2024
Q4 		$17.5M Buy
159,616
+136,888
+602% +$15M 0.09% 193
2024
Q3 		$1.66M Buy
22,728
+5,054
+29% +$456K 0.01% 522
2024
Q2 		$1.37M Sell
17,674
-562
-3% -$42.6K 0.01% 485
2024
Q1 		$1.25M Buy
+18,236
New +$1.12M 0.02% 372

Other funds holding HWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Kovitz Investment Group Partners's HWM Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Howmet Aerospace (HWM) stake by 15% in Q1 2026, selling an estimated $3.55M and leaving 85,888 shares worth $19.8M. The position accounts for 0.46% of the portfolio, ranked #56.

Kovitz Investment Group Partners first reported a position in HWM in Q1 2024 and has held it in 9 quarters since. The position peaked at $31M in Q2 2025. 1,466 funds tracked by Wall St. Rank hold HWM as of Q1 2026.

  • Kovitz Investment Group Partners held 85,888 shares of Howmet Aerospace worth $19.8M as of Q1 2026.
  • Kovitz Investment Group Partners sold 15,250 Howmet Aerospace shares in Q1 2026, an estimated $3.55M.
  • Howmet Aerospace made up 0.46% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #56 holding.
  • Kovitz Investment Group Partners first reported a position in Howmet Aerospace in Q1 2024 and has held it in 9 quarters since.
  • Kovitz Investment Group Partners's Howmet Aerospace position peaked at $31M in Q2 2025.
  • 1,466 funds tracked by Wall St. Rank held Howmet Aerospace as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.