Bartlett & Co Wealth Management’s Honda HMC Stock Holding History

Bartlett & Co 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 Q1	–	Sell	-50	Closed	-$1.43K	–	1249
2024 Q4	$1.43K	Hold	50	–	–	﹤0.01%	1061
2024 Q3	$1.59K	Hold	50	–	–	﹤0.01%	1053
2024 Q2	$1.61K	Sell	50 -66	-57%	-$2.23K	﹤0.01%	1067
2024 Q1	$4.32K	Buy	116 +66	+132%	+$2.27K	﹤0.01%	986
2023 Q4	$1.53K	Hold	50	–	–	﹤0.01%	1171
2023 Q3	$1.71K	Hold	50	–	–	﹤0.01%	1083
2023 Q2	$1.52K	Hold	50	–	–	﹤0.01%	1081
2023 Q1	$1.35K	Hold	50	–	–	﹤0.01%	1002
2022 Q4	$1.14K	Hold	50	–	–	﹤0.01%	1044
2022 Q3	$1.1K	Hold	50	–	–	﹤0.01%	1109
2022 Q2	$1.21K	Hold	50	–	–	﹤0.01%	1228
2022 Q1	$1.44K	Buy	+50	New	+$1.47K	﹤0.01%	1012
2021 Q4	–	Sell	-50	Closed	-$1.56K	–	602
2021 Q3	$1.56K	Hold	50	–	–	﹤0.01%	896
2021 Q2	$1.61K	Hold	50	–	–	﹤0.01%	886
2021 Q1	$1.51K	Buy	+50	New	+$1.44K	﹤0.01%	919

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bartlett & Co Wealth Management's HMC Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of Honda (HMC) in Q1 2025, closing a stake of 50 shares — an estimated $1.43K sold.

Bartlett & Co Wealth Management first reported a position in HMC in Q1 2021 and held it in 15 quarters. The position peaked at $4.32K in Q1 2024. 339 funds tracked by Wall St. Rank hold HMC as of Q1 2025.

Bartlett & Co Wealth Management reported no remaining Honda position as of Q1 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 50 Honda shares in Q1 2025, an estimated $1.43K.
Bartlett & Co Wealth Management first reported a position in Honda in Q1 2021 and held it in 15 quarters.
Bartlett & Co Wealth Management's Honda position peaked at $4.32K in Q1 2024.
339 funds tracked by Wall St. Rank held Honda as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.