Institute for Wealth Management, LLC.
Position in HWM — Howmet Aerospace Inc.
CIK 1533954
DENVER, CO
Position in HWM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,389,627
+$339,686 QoQ
Shares Held
8,888
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#594
of 1,603 holders
Holding Since
Mar 2020
25 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, 2026Institute for Wealth Management, LLC. holds $27,317,626 across 25 Aerospace & Defense names. HWM ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
19,839 | $11,121,941 | |
| 2 | BA |
Boeing Co
|
19,103 | $4,135,226 | |
| 3 | GE |
General Electric Co
|
9,517 | $3,556,788 | |
| 4 | RTX |
RTX Corp
|
13,818 | $2,621,689 | |
| 5 | HWM |
Howmet Aerospace Inc.
This page
|
8,888 | $2,389,627 | |
| 6 | LMT |
Lockheed Martin Corp
|
2,447 | $1,246,648 | |
| 7 | AIR |
Aar Corp
|
5,000 | $714,650 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
2,349 | $518,659 |
All Filings in HWM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,389,627 | 8,888 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,049,941 | 8,895 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,837,184 | 8,961 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,782,553 | 9,084 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,709,045 | 9,182 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,196,759 | 9,225 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,007,844 | 9,215 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $923,803 | 9,215 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $718,543 | 9,256 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $631,951 | 9,235 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $496,226 | 9,169 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $424,066 | 9,169 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $455,109 | 9,183 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $389,083 | 9,183 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $369,074 | 9,365 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $295,938 | 9,568 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $300,976 | 9,570 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $348,114 | 9,686 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $308,305 | 9,686 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $302,203 | 9,686 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $333,876 | 9,686 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $311,211 | 9,686 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $279,292 | 9,786 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $169,848 | 10,716 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $131,978 | 10,716 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||