Synergy Investment Management’s Howmet Aerospace HWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$290K Buy
1,078
+776
+257% +$199K 0.07% 134
2026
Q1
$69.6K Buy
+302
New +$70.4K 0.02% 243
2025
Q2
Sell
-390
Closed -$50.6K 292
2025
Q1
$50.6K Sell
390
-80
-17% -$10.2K 0.02% 236
2024
Q4
$51.4K Buy
+470
New +$51.5K 0.02% 234

Other funds holding HWM

Synergy Investment Management's HWM Position: Q2 2026 in Review

Synergy Investment Management increased its Howmet Aerospace (HWM) stake by 257% in Q2 2026, buying an estimated $199K and bringing the position to 1,078 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #134.

Synergy Investment Management first reported a position in HWM in Q4 2024 and has held it in 4 quarters since. 1,602 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • Synergy Investment Management held 1,078 shares of Howmet Aerospace worth $290K as of Q2 2026.
  • Synergy Investment Management bought 776 Howmet Aerospace shares in Q2 2026, an estimated $199K.
  • Howmet Aerospace made up 0.07% of Synergy Investment Management's portfolio in Q2 2026, its #134 holding.
  • Synergy Investment Management first reported a position in Howmet Aerospace in Q4 2024 and has held it in 4 quarters since.
  • 1,602 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.