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Lee Johnson Capital Management’s Howmet Aerospace HWM Stock Holding History

Lee Johnson Capital Management’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 		$5.61M Sell
20,849
-3,242
-13% -$833K 1.75% 21
2026
Q1 		$5.55M Sell
24,091
-4,604
-16% -$1.07M 1.99% 11
2025
Q4 		$5.88M Sell
28,695
-324
-1% -$64.5K 2.02% 13
2025
Q3 		$5.69M Buy
29,019
+908
+3% +$166K 1.89% 14
2025
Q2 		$5.23M Buy
+28,111
New +$4.32M 1.8% 18

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

Lee Johnson Capital Management's HWM Position: Q2 2026 in Review

Lee Johnson Capital Management reduced its Howmet Aerospace (HWM) stake by 13% in Q2 2026, selling an estimated $833K and leaving 20,849 shares worth $5.61M. The position accounts for 1.75% of the portfolio, ranked #21.

Lee Johnson Capital Management first reported a position in HWM in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.88M in Q4 2025. 1,605 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • Lee Johnson Capital Management held 20,849 shares of Howmet Aerospace worth $5.61M as of Q2 2026.
  • Lee Johnson Capital Management sold 3,242 Howmet Aerospace shares in Q2 2026, an estimated $833K.
  • Howmet Aerospace made up 1.75% of Lee Johnson Capital Management's portfolio in Q2 2026, its #21 holding.
  • Lee Johnson Capital Management first reported a position in Howmet Aerospace in Q2 2025 and has held it in 5 quarters since.
  • Lee Johnson Capital Management's Howmet Aerospace position peaked at $5.88M in Q4 2025.
  • 1,605 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.