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Sax Wealth Advisors’s Howmet Aerospace HWM Stock Holding History

Sax Wealth 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
Q2 		$395K Sell
1,712
-118
-6% -$30.3K 0.02% 394
2026
Q1 		$375K Sell
1,830
-105
-5% -$24.5K 0.02% 348
2025
Q4 		$397K Buy
+1,935
New +$385K 0.02% 341

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 $3.37T AUM 44.26% 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

Sax Wealth Advisors's HWM Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Howmet Aerospace (HWM) stake by 6.4% in Q2 2026, selling an estimated $30.3K and leaving 1,712 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #394.

Sax Wealth Advisors first reported a position in HWM in Q4 2025 and has held it in 3 quarters since. The position peaked at $397K in Q4 2025. 1,599 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • Sax Wealth Advisors held 1,712 shares of Howmet Aerospace worth $395K as of Q2 2026.
  • Sax Wealth Advisors sold 118 Howmet Aerospace shares in Q2 2026, an estimated $30.3K.
  • Howmet Aerospace made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #394 holding.
  • Sax Wealth Advisors first reported a position in Howmet Aerospace in Q4 2025 and has held it in 3 quarters since.
  • Sax Wealth Advisors's Howmet Aerospace position peaked at $397K in Q4 2025.
  • 1,599 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.