Position in HWM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$855,512
+$92,690 QoQ
Shares Held
3,182
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#817
of 1,603 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $20,002,960 across 12 Aerospace & Defense names. HWM ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
16,786 | $8,551,795 | |
| 2 | SPCE |
Virgin Galactic Holdings, Inc
|
867,718 | $2,507,705 | |
| 3 | GE |
General Electric Co
|
6,498 | $2,428,497 | |
| 4 | RTX |
RTX Corp
|
9,364 | $1,776,631 | |
| 5 | HWM |
Howmet Aerospace Inc.
This page
|
3,182 | $855,512 | |
| 6 | BA |
Boeing Co
|
3,923 | $849,211 | |
| 7 | GD |
General Dynamics Corp
|
2,180 | $772,243 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
3,490 | $596,301 |
All Filings in HWM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,512 | 3,182 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $762,822 | 3,310 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $659,754 | 3,218 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $630,879 | 3,215 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $598,407 | 3,215 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $391,006 | 3,014 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $329,641 | 3,014 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $302,153 | 3,014 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $253,539 | 3,266 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $229,582 | 3,355 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||