OF
HWM icon

Optimize Financial’s Howmet Aerospace HWM Stock Holding History

Optimize Financial’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 		– Sell
-1,802
Closed -$369K – 379
2025
Q4 		$369K Buy
1,802
+24
+1% +$4.78K 0.19% 226
2025
Q3 		$349K Buy
+1,778
New +$324K 0.18% 232

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 $298B AUM 21.96% 1-Year Est. Return

Optimize Financial's HWM Position: Q1 2026 in Review

Optimize Financial sold out of Howmet Aerospace (HWM) in Q1 2026, closing a stake of 1,802 shares — an estimated $369K sold.

Optimize Financial first reported a position in HWM in Q3 2025 and held it in 2 quarters. The position peaked at $369K in Q4 2025. 1,461 funds tracked by Wall St. Rank hold HWM as of Q1 2026.

  • Optimize Financial reported no remaining Howmet Aerospace position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,802 Howmet Aerospace shares in Q1 2026, an estimated $369K.
  • Optimize Financial first reported a position in Howmet Aerospace in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Howmet Aerospace position peaked at $369K in Q4 2025.
  • 1,461 funds tracked by Wall St. Rank held Howmet Aerospace as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.