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Night Owl Capital Management’s Howmet Aerospace HWM Stock Holding History

Night Owl 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 		$22.4M Buy
83,475
+1,249
+2% +$321K 2.36% 19
2026
Q1 		$18.9M Buy
82,226
+523
+0.6% +$122K 2.21% 20
2025
Q4 		$16.8M Buy
81,703
+1,204
+1% +$240K 1.84% 20
2025
Q3 		$15.8M Buy
80,499
+681
+0.9% +$124K 1.72% 23
2025
Q2 		$14.9M Buy
79,818
+2,452
+3% +$377K 1.72% 23
2025
Q1 		$10M Buy
77,366
+3,355
+5% +$426K 1.25% 21
2024
Q4 		$8.09M Buy
+74,011
New +$8.1M 1.05% 21

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

Night Owl Capital Management's HWM Position: Q2 2026 in Review

Night Owl Capital Management increased its Howmet Aerospace (HWM) stake by 1.5% in Q2 2026, buying an estimated $321K and bringing the position to 83,475 shares worth $22.4M. The position accounts for 2.36% of the portfolio, ranked #19.

Night Owl Capital Management first reported a position in HWM in Q4 2024 and has held it in 7 quarters since. 1,611 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • Night Owl Capital Management held 83,475 shares of Howmet Aerospace worth $22.4M as of Q2 2026.
  • Night Owl Capital Management bought 1,249 Howmet Aerospace shares in Q2 2026, an estimated $321K.
  • Howmet Aerospace made up 2.36% of Night Owl Capital Management's portfolio in Q2 2026, its #19 holding.
  • Night Owl Capital Management first reported a position in Howmet Aerospace in Q4 2024 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 Night Owl Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.