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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Waverly Advisors's HWM Position: Q1 2026 in Review

Waverly Advisors increased its Howmet Aerospace (HWM) stake by 481% in Q1 2026, buying an estimated $4.69M and bringing the position to 24,293 shares worth $5.6M. The position accounts for 0.04% of the portfolio, ranked #386.

Waverly Advisors first reported a position in HWM in Q4 2024 and has held it in 6 quarters since. 1,461 funds tracked by Wall St. Rank hold HWM as of Q1 2026.

  • Waverly Advisors held 24,293 shares of Howmet Aerospace worth $5.6M as of Q1 2026.
  • Waverly Advisors bought 20,114 Howmet Aerospace shares in Q1 2026, an estimated $4.69M.
  • Howmet Aerospace made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #386 holding.
  • Waverly Advisors first reported a position in Howmet Aerospace in Q4 2024 and has held it in 6 quarters since.
  • 1,461 funds tracked by Wall St. Rank held Howmet Aerospace as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.