Position in HWM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,442,433
-$23,753 QoQ
Shares Held
5,365
-15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#695
of 1,603 holders
Holding Since
Sep 2024
8 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, 2026Everhart Financial Group, Inc. holds $13,782,035 across 11 Aerospace & Defense names. HWM ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
12,771 | $4,772,905 | |
| 2 | RTX |
RTX Corp
|
13,351 | $2,533,085 | |
| 3 | HWM |
Howmet Aerospace Inc.
This page
|
5,365 | $1,442,433 | |
| 4 | BA |
Boeing Co
|
6,255 | $1,354,019 | |
| 5 | LMT |
Lockheed Martin Corp
|
2,250 | $1,146,285 | |
| 6 | TDG |
TransDigm Group INC
|
730 | $972,389 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
746 | $379,945 | |
| 8 | GD |
General Dynamics Corp
|
920 | $325,900 |
All Filings in HWM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442,433 | 5,365 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,466,186 | 6,362 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,098,497 | 5,358 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $841,238 | 4,287 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $780,629 | 4,194 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $350,530 | 2,702 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $265,769 | 2,430 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $238,695 | 2,381 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||