Position in HWM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$707,908
+$161,257 QoQ
Shares Held
2,633
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#867
of 1,603 holders
Holding Since
Sep 2025
4 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, 2026Maridea Wealth Management LLC holds $5,015,034 across 9 Aerospace & Defense names. HWM ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
|
3,167 | $1,128,053 | |
| 2 | LMT |
Lockheed Martin Corp
|
1,603 | $816,664 | |
| 3 | HWM |
Howmet Aerospace Inc.
This page
|
2,633 | $707,908 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
3,176 | $542,651 | |
| 5 | AXON |
Axon Enterprise, Inc.
|
729 | $408,684 | |
| 6 | GD |
General Dynamics Corp
|
1,134 | $401,708 | |
| 7 | RTX |
RTX Corp
|
2,063 | $391,412 | |
| 8 | GE |
General Electric Co
|
1,002 | $374,477 |
All Filings in HWM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,908 | 2,633 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $546,651 | 2,372 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $464,370 | 2,265 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $444,460 | 2,265 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||