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Allen Wealth Management’s Honda HMC Stock Holding History

Allen Wealth Management’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-57,695
Closed -$1.66M – 59
2025
Q2 		$1.66M Sell
57,695
-383
-0.7% -$11.2K 1.16% 20
2025
Q1 		$1.58M Buy
58,078
+3,197
+6% +$91.2K 1.08% 19
2024
Q4 		$1.57M Sell
54,881
-1,324
-2% -$37.4K 1.12% 19
2024
Q3 		$1.78M Buy
56,205
+3,752
+7% +$119K 1.24% 19
2024
Q2 		$1.69M Buy
52,453
+2,271
+5% +$76.8K 1.51% 15
2024
Q1 		$1.87M Buy
50,182
+448
+0.9% +$15.4K 1.65% 13
2023
Q4 		$1.54M Buy
+49,734
New +$1.57M 1.51% 17

Other funds holding HMC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allen Wealth Management's HMC Position: Q3 2025 in Review

Allen Wealth Management sold out of Honda (HMC) in Q3 2025, closing a stake of 57,695 shares — an estimated $1.66M sold.

Allen Wealth Management first reported a position in HMC in Q4 2023 and held it in 7 quarters. The position peaked at $1.87M in Q1 2024. 358 funds tracked by Wall St. Rank hold HMC as of Q3 2025.

  • Allen Wealth Management reported no remaining Honda position as of Q3 2025 after selling out during the quarter.
  • Allen Wealth Management sold 57,695 Honda shares in Q3 2025, an estimated $1.66M.
  • Allen Wealth Management first reported a position in Honda in Q4 2023 and held it in 7 quarters.
  • Allen Wealth Management's Honda position peaked at $1.87M in Q1 2024.
  • 358 funds tracked by Wall St. Rank held Honda as of Q3 2025.

Based on Allen Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.