Position in HWM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$233,100
+$20,619 QoQ
Shares Held
867
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,265
of 1,603 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SVB WEALTH LLC holds $8,028,081 across 7 Aerospace & Defense names. HWM ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
15,869 | $4,611,369 | |
| 2 | GE |
General Electric Co
|
3,773 | $1,410,081 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,747 | $890,024 | |
| 4 | BA |
Boeing Co
|
1,972 | $426,876 | |
| 5 | GD |
General Dynamics Corp
|
702 | $248,674 | |
| 6 | HWM |
Howmet Aerospace Inc.
This page
|
867 | $233,100 | |
| 7 | HII |
Huntington Ingalls Industries, Inc.
|
743 | $207,957 |
All Filings in HWM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,100 | 867 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $212,481 | 922 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $205,839 | 1,004 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $217,420 | 1,108 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $205,299 | 1,103 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $289,501 | 2,647 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $248,493 | 3,201 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $355,767 | 5,199 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $318,820 | 5,891 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $238,326 | 5,153 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $344,243 | 6,946 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $326,248 | 7,700 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $351,457 | 8,918 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $301,196 | 9,738 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||