Position in HWM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$154,056
-$28,698 QoQ
Shares Held
573
-27.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,339
of 1,603 holders
Holding Since
Jun 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, 2026JFS WEALTH ADVISORS, LLC holds $3,896,472 across 31 Aerospace & Defense names. HWM ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
4,058 | $878,435 | |
| 2 | RTX |
RTX Corp
|
3,772 | $715,661 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
1,186 | $604,041 | |
| 4 | GE |
General Electric Co
|
1,238 | $462,677 | |
| 5 | GD |
General Dynamics Corp
|
1,162 | $411,626 | |
| 6 | LMT |
Lockheed Martin Corp
|
580 | $295,486 | |
| 7 | HWM |
Howmet Aerospace Inc.
This page
|
573 | $154,056 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
411 | $119,432 |
All Filings in HWM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,056 | 573 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $182,754 | 793 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $100,459 | 490 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $83,397 | 425 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $78,919 | 424 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $54,097 | 417 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $45,169 | 413 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $41,403 | 413 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $31,828 | 410 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $29,082 | 425 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $23,001 | 425 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $20,303 | 439 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $24,581 | 496 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $21,015 | 496 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $20,256 | 514 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,867 | 513 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $14,938 | 475 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $15,633 | 435 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,243 | 259 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,742 | 152 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,550 | 132 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,241 | 132 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $3,767 | 132 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $5,250 | 314 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $4,976 | 314 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||