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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
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
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 $3.37T AUM 44.26% 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

Night Owl Capital Management's HWM Position: Q1 2026 in Review

Night Owl Capital Management increased its Howmet Aerospace (HWM) stake by 0.64% in Q1 2026, buying an estimated $122K and bringing the position to 82,226 shares worth $18.9M. The position accounts for 2.21% of the portfolio, ranked #20.

Night Owl Capital Management first reported a position in HWM in Q4 2024 and has held it in 6 quarters since. 1,466 funds tracked by Wall St. Rank hold HWM as of Q1 2026.

  • Night Owl Capital Management held 82,226 shares of Howmet Aerospace worth $18.9M as of Q1 2026.
  • Night Owl Capital Management bought 523 Howmet Aerospace shares in Q1 2026, an estimated $122K.
  • Howmet Aerospace made up 2.21% of Night Owl Capital Management's portfolio in Q1 2026, its #20 holding.
  • Night Owl Capital Management first reported a position in Howmet Aerospace in Q4 2024 and has held it in 6 quarters since.
  • 1,466 funds tracked by Wall St. Rank held Howmet Aerospace as of Q1 2026.

Based on Night Owl Capital Management's 13F filing for Q1 2026, filed 15 May 2026.