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Mark Sheptoff Financial Planning’s Howmet Aerospace HWM Stock Holding History

Mark Sheptoff Financial Planning’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
2025
Q3 		– Sell
-325
Closed -$60.5K – 513
2025
Q2 		$60.5K Buy
+325
New +$50K 0.03% 170

Other funds holding HWM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's HWM Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Howmet Aerospace (HWM) in Q3 2025, closing a stake of 325 shares — an estimated $60.5K sold.

Mark Sheptoff Financial Planning first reported a position in HWM in Q2 2025 and held it in 1 quarter. The position peaked at $60.5K in Q2 2025. 1,253 funds tracked by Wall St. Rank hold HWM as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Howmet Aerospace position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 325 Howmet Aerospace shares in Q3 2025, an estimated $60.5K.
  • Mark Sheptoff Financial Planning first reported a position in Howmet Aerospace in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Howmet Aerospace position peaked at $60.5K in Q2 2025.
  • 1,253 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.