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Summit Wealth Group (Colorado)’s Howmet Aerospace HWM Stock Holding History

Summit Wealth Group (Colorado)’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 		$453K Buy
1,684
+118
+8% +$30.3K 0.04% 228
2026
Q1 		$361K Buy
1,566
+407
+35% +$94.9K 0.04% 228
2025
Q4 		$238K Buy
+1,159
New +$231K 0.03% 247

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

Summit Wealth Group (Colorado)'s HWM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Howmet Aerospace (HWM) stake by 7.5% in Q2 2026, buying an estimated $30.3K and bringing the position to 1,684 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #228.

Summit Wealth Group (Colorado) first reported a position in HWM in Q4 2025 and has held it in 3 quarters since. 1,605 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,684 shares of Howmet Aerospace worth $453K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 118 Howmet Aerospace shares in Q2 2026, an estimated $30.3K.
  • Howmet Aerospace made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #228 holding.
  • Summit Wealth Group (Colorado) first reported a position in Howmet Aerospace in Q4 2025 and has held it in 3 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.