Drexel Morgan & Co. HWM — HOWMET AEROSPACE INC

Ownership history in Drexel Morgan & Co.  ·  6 quarters on record

AI Ownership Summary

Drexel Morgan & Co. reported HOWMET AEROSPACE INC (HWM) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.08% in 2025 Q2. The latest visible filing shows HWM at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Drexel Morgan & Co.'s position in HOWMET AEROSPACE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HWM was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HWM stock page Drexel Morgan & Co. fund profile Drexel Morgan & Co. full holdings
How Drexel Morgan & Co. held HWM — position size vs. price
% of Fund (quarterly)    HWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 2,500 — 0% 0.08% $513K 2026-02-14 (Est.) $250.21
2025 Q3 UNCHANGED — — — 2,500 — 0% 0.08% $491K 2025-11-12 $204.95
2025 Q2 UNCHANGED — — — 2,500 — 0% 0.08% $465K 2025-08-12 $180.69
2025 Q1 UNCHANGED — — — 2,500 — 0% 0.07% $324K 2025-05-08 $157.11
2024 Q4 UNCHANGED — — — 2,500 — 0% 0.06% $273K 2025-02-11 $129.00
2024 Q3 INITIATED — — — 2,500 — — 0.05% $251K 2024-10-28 $101.98

🏢 Other funds also holding HWM

As of 2026 Q1 — sorted by position size

Dilation Capital Management LP 5.44% Kingsman Wealth Management, Inc. 4.83% Westend Capital Management, LLC 3Y 7Y 3.57% Renaissance Investment Group LLC 3Y 7Y 3.18% DSM CAPITAL PARTNERS LLC 3Y 7Y 3.14% Munro Partners 2.8% NWK Group, Inc. 3Y 2.71% Terra Nova Asset Management LLC 3Y 7Y 2.49% CHAPIN DAVIS, INC. 3Y 2.31% MARIETTA INVESTMENT PARTNERS LLC 3Y 7Y 2.31%

FAQ About Drexel Morgan & Co. and HWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Drexel Morgan & Co. reported owning HWM?

Drexel Morgan & Co. reported HWM across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported HWM position in Drexel Morgan & Co.'s portfolio?

The largest reported portfolio weight for HWM was 0.08% in 2025 Q2.

What is the latest reported HWM position on this page?

The most recent filing on this page is 2025 Q4, when Drexel Morgan & Co. reported 2,500 shares, equal to 0.08% of portfolio, with an estimated market value of $513K.

What does the chart on this HWM ownership page compare?

The chart compares Drexel Morgan & Co.'s quarterly HWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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