Position in HWM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,688
+$1,306 QoQ
Shares Held
10
+66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,567
of 1,603 holders
Holding Since
Dec 2025
3 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, 2026Morton Brown Family Wealth, LLC holds $454,896 across 11 Aerospace & Defense names. HWM ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
1,072 | $203,390 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
142 | $72,322 | |
| 3 | GE |
General Electric Co
|
173 | $64,655 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
287 | $49,036 | |
| 5 | WWD |
Woodward, Inc.
|
80 | $34,035 | |
| 6 | BA |
Boeing Co
|
66 | $14,287 | |
| 7 | GD |
General Dynamics Corp
|
29 | $10,272 | |
| 8 | HWM |
Howmet Aerospace Inc.
This page
|
10 | $2,688 |
All Filings in HWM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,688 | 10 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,382 | 6 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,230 | 6 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||