Position in HWM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$439,317
+$58,828 QoQ
Shares Held
1,634
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#997
of 1,603 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $4,382,167 across 9 Aerospace & Defense names. HWM ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
8,287 | $1,415,916 | |
| 2 | BA |
Boeing Co
|
2,612 | $565,419 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,082 | $551,235 | |
| 4 | GE |
General Electric Co
|
1,364 | $509,767 | |
| 5 | HWM |
Howmet Aerospace Inc.
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|
1,634 | $439,317 | |
| 6 | LOAR |
Loar Holdings Inc.
|
3,346 | $269,721 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
437 | $222,568 | |
| 8 | RKLB |
Rocket Lab Corp
|
2,014 | $204,723 |
All Filings in HWM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,317 | 1,634 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $380,489 | 1,651 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $375,186 | 1,830 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||