IBEX WEALTH ADVISORS

Position in HWM — Howmet Aerospace Inc.

CIK 1686242 BEDMINSTER, NJ

Position in HWM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$10,909,801

+$1,857,563 QoQ

Shares Held

40,578

+3.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#351

of 1,603 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $36,108,462 across 5 Aerospace & Defense names. HWM ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WWD	Woodward, Inc.	27,195	$11,569,840
2	HWM	Howmet Aerospace Inc. This page	40,578	$10,909,801
3	GE	General Electric Co	19,763	$7,386,025
4	EMBJ	Embraer S.A.	89,383	$5,702,635
5	RTX	RTX Corp	2,847	$540,161

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,909,801	40,578	+3.3%	Shares	Sole	2026-07-27
2026-03-31	$9,052,238	39,279	+6.0%	Shares	Sole	2026-04-30
2025-12-31	$7,595,375	37,047	+7.8%	Shares	Sole	2026-02-17
2025-09-30	$6,744,425	34,370	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.