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Caldwell Trust’s Honda HMC Stock Holding History

Caldwell Trust’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
Q2 		$6.05K Buy
223
+18
+9% +$458 ﹤0.01% 717
2026
Q1 		$4.98K Hold
205
– – ﹤0.01% 713
2025
Q4 		$6.04K Hold
205
– – ﹤0.01% 684
2025
Q3 		$6.31K Hold
205
– – ﹤0.01% 680
2025
Q2 		$5.91K Hold
205
– – ﹤0.01% 682
2025
Q1 		$5.56K Hold
205
– – ﹤0.01% 683
2024
Q4 		$5.85K Hold
205
– – ﹤0.01% 645
2024
Q3 		$6.5K Buy
+205
New +$6.5K ﹤0.01% 639
2022
Q1 		– Sell
-30
Closed -$854 – 758
2021
Q4 		$854 Buy
+30
New +$873 ﹤0.01% 741

Other funds holding HMC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DE
DV Equities Chicago, Illinois $698M AUM
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Caldwell Trust's HMC Position: Q2 2026 in Review

Caldwell Trust increased its Honda (HMC) stake by 8.8% in Q2 2026, buying an estimated $458 and bringing the position to 223 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Caldwell Trust first reported a position in HMC in Q4 2021 and has held it in 9 quarters since. The position peaked at $6.5K in Q3 2024. 380 funds tracked by Wall St. Rank hold HMC as of Q2 2026.

  • Caldwell Trust held 223 shares of Honda worth $6.05K as of Q2 2026.
  • Caldwell Trust bought 18 Honda shares in Q2 2026, an estimated $458.
  • Honda made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #717 holding.
  • Caldwell Trust first reported a position in Honda in Q4 2021 and has held it in 9 quarters since.
  • Caldwell Trust's Honda position peaked at $6.5K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held Honda as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.