Caldwell Sutter Capital’s Honda HMC Stock Holding History

Caldwell Sutter Capital’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
2026 Q1	$1.04K	Hold	43	–	–	﹤0.01%	809
2025 Q4	$1.27K	Hold	43	–	–	﹤0.01%	787
2025 Q3	$1.32K	Hold	43	–	–	﹤0.01%	777
2025 Q2	$1.24K	Hold	43	–	–	﹤0.01%	764
2025 Q1	$1.17K	Hold	43	–	–	﹤0.01%	784
2024 Q4	$1.23K	Hold	43	–	–	﹤0.01%	803
2024 Q3	$1.36K	Hold	43	–	–	﹤0.01%	795
2024 Q2	$1.39K	Hold	43	–	–	﹤0.01%	799
2024 Q1	$1.6K	Hold	43	–	–	﹤0.01%	783
2023 Q4	$1.33K	Hold	43	–	–	﹤0.01%	798
2023 Q3	$1.45K	Hold	43	–	–	﹤0.01%	765
2023 Q2	$1.3K	Buy	+43	New	+$1.21K	﹤0.01%	770

Other funds holding HMC

Fisher Asset Management

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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

Bank of America

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return