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Mount Yale Investment Advisors’s Howmet Aerospace HWM Stock Holding History

Mount Yale Investment 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
2026
Q1 		$5.41M Buy
23,486
+20,422
+667% +$4.76M 0.13% 175
2025
Q4 		$628K Sell
3,064
-192
-6% -$38.2K 0.03% 404
2025
Q3 		$639K Buy
3,256
+774
+31% +$141K 0.04% 363
2025
Q2 		$462K Buy
2,482
+500
+25% +$76.9K 0.04% 360
2025
Q1 		$257K Sell
1,982
-439
-18% -$55.8K 0.02% 471
2024
Q4 		$265K Buy
2,421
+67
+3% +$7.34K 0.02% 469
2024
Q3 		$236K Sell
2,354
-3,612
-61% -$326K 0.02% 494
2024
Q2 		$463K Sell
5,966
-1,417
-19% -$107K 0.04% 355
2024
Q1 		$505K Sell
7,383
-1,166
-14% -$71.5K 0.04% 347
2023
Q4 		$463K Sell
8,549
-120
-1% -$5.92K 0.04% 332
2023
Q3 		$401K Sell
8,669
-1,507
-15% -$73.4K 0.04% 340
2023
Q2 		$504K Sell
10,176
-167
-2% -$7.44K 0.05% 305
2023
Q1 		$438K Sell
10,343
-2,032
-16% -$83.3K 0.05% 316
2022
Q4 		$488K Buy
12,375
+217
+2% +$7.91K 0.06% 283
2022
Q3 		$376K Buy
12,158
+48
+0.4% +$1.68K 0.05% 309
2022
Q2 		$381K Buy
12,110
+1,169
+11% +$40K 0.05% 316
2022
Q1 		$393K Buy
10,941
+41
+0.4% +$1.4K 0.04% 326
2021
Q4 		$347K Buy
10,900
+1,153
+12% +$35.5K 0.04% 339
2021
Q3 		$304K Buy
9,747
+1,069
+12% +$34.4K 0.04% 348
2021
Q2 		$299K Buy
8,678
+99
+1% +$3.3K 0.04% 321
2021
Q1 		$276K Sell
8,579
-271
-3% -$7.8K 0.04% 333
2020
Q4 		$253K Buy
+8,850
New +$197K 0.04% 335
2018
Q2 		– Sell
-6,583
Closed -$116K – 973
2018
Q1 		$116K Buy
+6,583
New +$134K 0.02% 408

Other funds holding HWM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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

Mount Yale Investment Advisors's HWM Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Howmet Aerospace (HWM) stake by 667% in Q1 2026, buying an estimated $4.76M and bringing the position to 23,486 shares worth $5.41M. The position accounts for 0.13% of the portfolio, ranked #175.

Mount Yale Investment Advisors first reported a position in HWM in Q1 2018 and has held it in 23 quarters since. 1,464 funds tracked by Wall St. Rank hold HWM as of Q1 2026.

  • Mount Yale Investment Advisors held 23,486 shares of Howmet Aerospace worth $5.41M as of Q1 2026.
  • Mount Yale Investment Advisors bought 20,422 Howmet Aerospace shares in Q1 2026, an estimated $4.76M.
  • Howmet Aerospace made up 0.13% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #175 holding.
  • Mount Yale Investment Advisors first reported a position in Howmet Aerospace in Q1 2018 and has held it in 23 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Howmet Aerospace as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.