Position in HWM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$60,762
-$2,614 QoQ
Shares Held
226
-17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,392
of 1,603 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $1,382,177 across 22 Aerospace & Defense names. HWM ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
2,059 | $769,510 | |
| 2 | RTX |
RTX Corp
|
1,672 | $317,228 | |
| 3 | BA |
Boeing Co
|
283 | $61,261 | |
| 4 | HWM |
Howmet Aerospace Inc.
This page
|
226 | $60,762 | |
| 5 | DCO |
Ducommun Inc /De/
|
302 | $55,933 | |
| 6 | LMT |
Lockheed Martin Corp
|
81 | $41,266 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
61 | $31,067 | |
| 8 | MOG-A |
Moog Inc.
|
45 | $19,072 |
All Filings in HWM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,762 | 226 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $63,376 | 275 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $53,510 | 261 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $10,596 | 54 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $12,284 | 66 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $8,562 | 66 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,218 | 66 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,406 | 24 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $698 | 9 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,300 | 19 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $2,760 | 51 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $2,358 | 51 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $2,577 | 52 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $1,821 | 43 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $1,261 | 32 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $989 | 32 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||