LEE JOHNSON CAPITAL MANAGEMENT, LLC

Position in HWM — Howmet Aerospace Inc.

CIK 1674836 FORT WORTH, TX

Position in HWM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,605,462

+$53,451 QoQ

Shares Held

20,849

-13.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

3.88%

of 13F equity value

Holder Rank

#445

of 1,603 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

LEE JOHNSON CAPITAL MANAGEMENT, LLC holds $10,788,359 across 4 Aerospace & Defense names. HWM ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HWM	Howmet Aerospace Inc. This page	20,849	$5,605,462
2	GE	General Electric Co	11,711	$4,376,752
3	LMT	Lockheed Martin Corp	1,162	$591,992
4	AXON	Axon Enterprise, Inc.	382	$214,153

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,605,462	20,849	-13.5%	Shares	Sole	2026-08-07
2026-03-31	$5,552,011	24,091	-16.0%	Shares	Sole	2026-04-16
2025-12-31	$5,883,048	28,695	-1.1%	Shares	Sole	2026-01-12
2025-09-30	$5,694,398	29,019	+3.2%	Shares	Sole	2025-10-20
2025-06-30	$5,232,300	28,111	—	Shares	Sole	2025-07-17
No filing history on record for this holder in this stock.