Position in HWM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$276,119
+$53,726 QoQ
Shares Held
1,027
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,180
of 1,603 holders
Holding Since
Dec 2020
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $4,794,404 across 8 Aerospace & Defense names. HWM ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
4,064 | $1,518,838 | |
| 2 | GD |
General Dynamics Corp
|
2,404 | $851,592 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,513 | $770,812 | |
| 4 | RTX |
RTX Corp
|
3,002 | $569,569 | |
| 5 | BA |
Boeing Co
|
1,625 | $351,763 | |
| 6 | HWM |
Howmet Aerospace Inc.
This page
|
1,027 | $276,119 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
482 | $245,487 | |
| 8 | MOG-A |
Moog Inc.
|
496 | $210,224 |
All Filings in HWM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,119 | 1,027 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $222,393 | 965 | Shares | Sole | 2026-04-14 | |
| 2020-12-31 | $5,279 | 185 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||