Position in HWM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$24,935,541
+$5,438,960 QoQ
Shares Held
108,199
+13.8% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.5277313099012005.ToString("F0")%
Shared 0.ToString("F0")%
None 99.4722686900988.ToString("F0")%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Creative Planning holds $702,117,188 across 47 Aerospace & Defense names. HWM ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
644,643 | $124,351,634 | |
| 2 | LMT |
Lockheed Martin Corp
|
169,323 | $102,337,127 | |
| 3 | GE |
General Electric Co
|
336,002 | $95,347,287 | |
| 4 | BA |
Boeing Co
|
391,748 | $77,969,603 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
75,665 | $51,621,689 | |
| 6 | GD |
General Dynamics Corp
|
115,601 | $39,676,574 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
79,925 | $27,586,113 | |
| 8 | HWM |
Howmet Aerospace Inc.
This page
|
108,199 | $24,935,541 |
All Filings in HWM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,935,541 | 108,199 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $19,496,581 | 95,096 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,439,744 | 88,874 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,828,604 | 79,668 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $9,221,596 | 71,083 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,460,704 | 59,072 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,230,042 | 52,170 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,542,483 | 45,633 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,796,049 | 40,860 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,014,237 | 37,218 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,476,623 | 31,927 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $2,012,532 | 40,608 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,260,506 | 29,750 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,252,725 | 31,787 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $915,497 | 29,599 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $819,209 | 26,048 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $982,168 | 27,328 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $546,457 | 17,168 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $472,836 | 15,155 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $306,541 | 8,893 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $521,148 | 16,220 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $485,351 | 17,006 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $337,961 | 20,213 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $250,033 | 15,775 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $151,733 | 12,320 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||