Oregon Pacific Wealth Management’s Howmet Aerospace HWM Stock Holding History

Oregon Pacific Wealth 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
2025 Q4	–	Sell	-3,090	Closed	-$606K	–	131
2025 Q3	$606K	Hold	3,090	–	–	0.52%	46
2025 Q2	$575K	Hold	3,090	–	–	0.54%	46
2025 Q1	$401K	Hold	3,090	–	–	0.4%	70
2024 Q4	$338K	Buy	+3,090	New	+$338K	0.33%	83

Other funds holding HWM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Oregon Pacific Wealth Management's HWM Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of Howmet Aerospace (HWM) in Q4 2025, closing a stake of 3,090 shares — an estimated $606K sold.

Oregon Pacific Wealth Management first reported a position in HWM in Q4 2024 and held it in 4 quarters. The position peaked at $606K in Q3 2025. 1,363 funds tracked by Wall St. Rank hold HWM as of Q4 2025.

Oregon Pacific Wealth Management reported no remaining Howmet Aerospace position as of Q4 2025 after selling out during the quarter.
Oregon Pacific Wealth Management sold 3,090 Howmet Aerospace shares in Q4 2025, an estimated $606K.
Oregon Pacific Wealth Management first reported a position in Howmet Aerospace in Q4 2024 and held it in 4 quarters.
Oregon Pacific Wealth Management's Howmet Aerospace position peaked at $606K in Q3 2025.
1,363 funds tracked by Wall St. Rank held Howmet Aerospace as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.