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Waverly Advisors’s Howmet Aerospace HWM Stock Holding History

Waverly 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 		$6.04M Sell
22,479
-1,814
-7% -$466K 0.04% 400
2026
Q1 		$5.6M Buy
24,293
+20,114
+481% +$4.69M 0.04% 386
2025
Q4 		$857K Buy
4,179
+1,681
+67% +$335K 0.01% 808
2025
Q3 		$490K Sell
2,498
-433
-15% -$78.9K ﹤0.01% 856
2025
Q2 		$546K Sell
2,931
-418
-12% -$64.3K 0.01% 774
2025
Q1 		$434K Buy
3,349
+844
+34% +$107K 0.01% 816
2024
Q4 		$274K Buy
+2,505
New +$274K ﹤0.01% 847

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 $3.38T AUM 44.17% 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

Waverly Advisors's HWM Position: Q2 2026 in Review

Waverly Advisors reduced its Howmet Aerospace (HWM) stake by 7.5% in Q2 2026, selling an estimated $466K and leaving 22,479 shares worth $6.04M. The position accounts for 0.04% of the portfolio, ranked #400.

Waverly Advisors first reported a position in HWM in Q4 2024 and has held it in 7 quarters since. 1,611 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • Waverly Advisors held 22,479 shares of Howmet Aerospace worth $6.04M as of Q2 2026.
  • Waverly Advisors sold 1,814 Howmet Aerospace shares in Q2 2026, an estimated $466K.
  • Howmet Aerospace made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #400 holding.
  • Waverly Advisors first reported a position in Howmet Aerospace in Q4 2024 and has held it in 7 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.