Position in HWM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$513,253
+$72,153 QoQ
Shares Held
1,909
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#948
of 1,603 holders
Holding Since
Jun 2025
5 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, 2026PDS Planning, Inc holds $10,107,618 across 13 Aerospace & Defense names. HWM ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
8,502 | $3,177,452 | |
| 2 | RTX |
RTX Corp
|
7,810 | $1,481,791 | |
| 3 | BA |
Boeing Co
|
5,112 | $1,106,594 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,905 | $970,521 | |
| 5 | HWM |
Howmet Aerospace Inc.
This page
|
1,909 | $513,253 | |
| 6 | GD |
General Dynamics Corp
|
1,396 | $494,519 | |
| 7 | ESLT |
Elbit Systems Ltd
|
613 | $465,095 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
841 | $428,329 |
All Filings in HWM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,253 | 1,909 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $441,100 | 1,914 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $366,575 | 1,788 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $295,129 | 1,504 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $291,851 | 1,568 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||