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Marshall & Sterling Wealth Advisors’s Howmet Aerospace HWM Stock Holding History

Marshall & Sterling Wealth Advisors’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
-57
Closed -$10.6K – 664
2025
Q2 		$10.6K Sell
57
-16
-22% -$2.46K 0.01% 316
2025
Q1 		$9.47K Buy
+73
New +$9.27K 0.01% 326

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

Marshall & Sterling Wealth Advisors's HWM Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Howmet Aerospace (HWM) in Q3 2025, closing a stake of 57 shares — an estimated $10.6K sold.

Marshall & Sterling Wealth Advisors first reported a position in HWM in Q1 2025 and held it in 2 quarters. The position peaked at $10.6K in Q2 2025. 1,253 funds tracked by Wall St. Rank hold HWM as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Howmet Aerospace position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 57 Howmet Aerospace shares in Q3 2025, an estimated $10.6K.
  • Marshall & Sterling Wealth Advisors first reported a position in Howmet Aerospace in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Howmet Aerospace position peaked at $10.6K in Q2 2025.
  • 1,253 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.