MA
HWM icon

Montag & Associates’s Howmet Aerospace HWM Stock Holding History

Montag & Associates’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 		$634K Buy
2,359
+2,227
+1,687% +$572K 0.03% 289
2026
Q1 		$30.5K Sell
132
-58
-31% -$13.5K ﹤0.01% 641
2025
Q4 		$39K Buy
190
+153
+414% +$30.5K ﹤0.01% 630
2025
Q3 		$7.22K Hold
37
– – ﹤0.01% 793
2025
Q2 		$6.85K Buy
37
+2
+6% +$308 ﹤0.01% 779
2025
Q1 		$4.56K Buy
+35
New +$4.45K ﹤0.01% 851
2018
Q4 		– Sell
-14,735
Closed -$249K – 304
2018
Q3 		$249K Buy
+14,735
New +$235K 0.02% 292

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 $3.38T AUM 44.17% 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

Montag & Associates's HWM Position: Q2 2026 in Review

Montag & Associates increased its Howmet Aerospace (HWM) stake by 1,687% in Q2 2026, buying an estimated $572K and bringing the position to 2,359 shares worth $634K. The position accounts for 0.03% of the portfolio, ranked #289.

Montag & Associates first reported a position in HWM in Q3 2018 and has held it in 7 quarters since. 1,611 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • Montag & Associates held 2,359 shares of Howmet Aerospace worth $634K as of Q2 2026.
  • Montag & Associates bought 2,227 Howmet Aerospace shares in Q2 2026, an estimated $572K.
  • Howmet Aerospace made up 0.03% of Montag & Associates's portfolio in Q2 2026, its #289 holding.
  • Montag & Associates first reported a position in Howmet Aerospace in Q3 2018 and has held it in 7 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.