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West Oak Capital’s Howmet Aerospace HWM Stock Holding History

West Oak Capital’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
2025
Q3 		$157K Sell
800
-200
-20% -$36.5K 0.06% 121
2025
Q2 		$186K Hold
1,000
– – 0.07% 121
2025
Q1 		$130K Buy
1,000
+500
+100% +$63.5K 0.05% 131
2024
Q4 		$54.7K Hold
500
– – 0.02% 175
2024
Q3 		$50.1K Hold
500
– – 0.01% 184
2024
Q2 		$38.8K Buy
+500
New +$37.9K 0.02% 192
2017
Q2 		– Sell
-1,304
Closed -$26.3K – 358
2017
Q1 		$26.3K Buy
+1,304
New +$25.6K 0.02% 221

Other funds holding HWM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

West Oak Capital's HWM Position: Q3 2025 in Review

West Oak Capital reduced its Howmet Aerospace (HWM) stake by 20% in Q3 2025, selling an estimated $36.5K and leaving 800 shares worth $157K. The position accounts for 0.06% of the portfolio, ranked #121.

West Oak Capital first reported a position in HWM in Q1 2017 and has held it in 7 quarters since. The position peaked at $186K in Q2 2025. 1,256 funds tracked by Wall St. Rank hold HWM as of Q3 2025.

  • West Oak Capital held 800 shares of Howmet Aerospace worth $157K as of Q3 2025.
  • West Oak Capital sold 200 Howmet Aerospace shares in Q3 2025, an estimated $36.5K.
  • Howmet Aerospace made up 0.06% of West Oak Capital's portfolio in Q3 2025, its #121 holding.
  • West Oak Capital first reported a position in Howmet Aerospace in Q1 2017 and has held it in 7 quarters since.
  • West Oak Capital's Howmet Aerospace position peaked at $186K in Q2 2025.
  • 1,256 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.