Position in HWM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,013,871
+$264,185 QoQ
Shares Held
3,771
+15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#779
of 1,603 holders
Holding Since
Dec 2024
7 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, 2026Lifeworks Advisors, LLC holds $16,324,638 across 9 Aerospace & Defense names. HWM ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
41,628 | $7,898,080 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
12,463 | $2,755,320 | |
| 3 | BA |
Boeing Co
|
5,640 | $1,220,890 | |
| 4 | GE |
General Electric Co
|
2,725 | $1,018,414 | |
| 5 | HWM |
Howmet Aerospace Inc.
This page
|
3,771 | $1,013,871 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
1,744 | $977,703 | |
| 7 | LMT |
Lockheed Martin Corp
|
1,497 | $762,661 | |
| 8 | GD |
General Dynamics Corp
|
980 | $347,155 |
All Filings in HWM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,013,871 | 3,771 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $749,686 | 3,253 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $685,176 | 3,342 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $654,230 | 3,334 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $490,638 | 2,636 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $398,141 | 3,069 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $213,818 | 1,955 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||