Position in HWM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,046,233
+$732,944 QoQ
Shares Held
18,769
+0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#460
of 1,603 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $54,234,003 across 20 Aerospace & Defense names. HWM ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
71,822 | $13,626,788 | |
| 2 | GE |
General Electric Co
|
21,722 | $8,118,163 | |
| 3 | HWM |
Howmet Aerospace Inc.
This page
|
18,769 | $5,046,233 | |
| 4 | BA |
Boeing Co
|
20,589 | $4,456,900 | |
| 5 | LMT |
Lockheed Martin Corp
|
8,005 | $4,078,227 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
22,012 | $3,760,970 | |
| 7 | HEI |
Heico Corp
|
9,658 | $3,440,083 | |
| 8 | GD |
General Dynamics Corp
|
8,894 | $3,150,610 |
All Filings in HWM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,046,233 | 18,769 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,313,289 | 18,716 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,502,561 | 17,084 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $2,105,940 | 10,732 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,017,649 | 10,840 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,057,948 | 8,155 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $779,151 | 7,124 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $699,243 | 6,975 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $543,953 | 7,007 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $478,325 | 6,990 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $378,298 | 6,990 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||