Carson Wealth (CWM LLC)’s Honda HMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $73.4K | Sell |
3,021
-279
| -8% | -$8.08K | ﹤0.01% | 3516 |
|
|
2025
Q4 | $97K | Sell |
3,300
-1,246
| -27% | -$37.8K | ﹤0.01% | 3094 |
|
|
2025
Q3 | $140K | Buy |
4,546
+753
| +20% | +$24.6K | ﹤0.01% | 2722 |
|
|
2025
Q2 | $109K | Buy |
3,793
+35
| +0.9% | +$1.02K | ﹤0.01% | 2635 |
|
|
2025
Q1 | $102K | Sell |
3,758
-665
| -15% | -$19K | ﹤0.01% | 2413 |
|
|
2024
Q4 | $126K | Sell |
4,423
-416
| -9% | -$11.8K | ﹤0.01% | 2128 |
|
|
2024
Q3 | $154K | Buy |
4,839
+634
| +15% | +$20.1K | ﹤0.01% | 1906 |
|
|
2024
Q2 | $136K | Sell |
4,205
-368
| -8% | -$12.5K | ﹤0.01% | 1789 |
|
|
2024
Q1 | $170K | Buy |
4,573
+1,056
| +30% | +$36.3K | ﹤0.01% | 1591 |
|
|
2023
Q4 | $109K | Buy |
3,517
+1,144
| +48% | +$36.1K | ﹤0.01% | 1705 |
|
|
2023
Q3 | $80K | Buy |
2,373
+627
| +36% | +$20.2K | ﹤0.01% | 1766 |
|
|
2023
Q2 | $53K | Sell |
1,746
-177
| -9% | -$5K | ﹤0.01% | 1939 |
|
|
2023
Q1 | $51K | Buy |
1,923
+902
| +88% | +$22.6K | ﹤0.01% | 1860 |
|
|
2022
Q4 | $23K | Sell |
1,021
-946
| -48% | -$21.9K | ﹤0.01% | 2264 |
|
|
2022
Q3 | $42K | Buy |
1,967
+204
| +12% | +$5.16K | ﹤0.01% | 1743 |
|
|
2022
Q2 | $43K | Buy |
1,763
+416
| +31% | +$10.6K | ﹤0.01% | 1692 |
|
|
2022
Q1 | $38K | Buy |
1,347
+735
| +120% | +$21.6K | ﹤0.01% | 1728 |
|
|
2021
Q4 | $17K | Buy |
+612
| New | +$17.8K | ﹤0.01% | 2073 |
|
|
2021
Q2 | $20K | Hold |
625
| – | – | ﹤0.01% | 1793 |
|
|
2021
Q1 | $20K | Hold |
625
| – | – | ﹤0.01% | 1793 |
|
|
2020
Q4 | $20K | Hold |
625
| – | – | ﹤0.01% | 1793 |
|
|
2020
Q3 | $20K | Hold |
625
| – | – | ﹤0.01% | 1793 |
|
|
2020
Q2 | $20K | Hold |
625
| – | – | ﹤0.01% | 1792 |
|
|
2020
Q1 | $20K | Hold |
625
| – | – | ﹤0.01% | 1792 |
|
|
2019
Q4 | $20K | Hold |
625
| – | – | ﹤0.01% | 1792 |
|
|
2019
Q3 | $20K | Hold |
625
| – | – | ﹤0.01% | 1792 |
|
|
2019
Q2 | $20K | Hold |
625
| – | – | ﹤0.01% | 1792 |
|
|
2019
Q1 | $20K | Buy |
625
+597
| +2,132% | +$16.8K | ﹤0.01% | 1791 |
|
|
2018
Q4 | $1K | Buy |
+28
| New | +$775 | ﹤0.01% | 1903 |
|
|
2018
Q3 | – | Sell |
-62
| Closed | -$2K | – | 1913 |
|
|
2018
Q2 | $2K | Sell |
62
-26
| -30% | -$856 | ﹤0.01% | 1378 |
|
|
2018
Q1 | $3K | Buy |
88
+8
| +10% | +$282 | ﹤0.01% | 1100 |
|
|
2017
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 1200 |
|
|
2017
Q3 | $2K | Buy |
+80
| New | +$2.26K | ﹤0.01% | 1285 |
|
|
2016
Q4 | – | Sell |
-160
| Closed | -$5K | – | 1131 |
|
|
2016
Q3 | $5K | Buy |
+160
| New | +$4.58K | ﹤0.01% | 823 |
|
Other funds holding HMC
MIP
DSC
EIC
Carson Wealth (CWM LLC)'s HMC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Honda (HMC) stake by 8.5% in Q1 2026, selling an estimated $8.08K and leaving 3,021 shares worth $73.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3516.
Carson Wealth (CWM LLC) first reported a position in HMC in Q3 2016 and has held it in 34 quarters since. The position peaked at $170K in Q1 2024. 366 funds tracked by Wall St. Rank hold HMC as of Q1 2026.
- Carson Wealth (CWM LLC) held 3,021 shares of Honda worth $73.4K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 279 Honda shares in Q1 2026, an estimated $8.08K.
- Honda made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3516 holding.
- Carson Wealth (CWM LLC) first reported a position in Honda in Q3 2016 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Honda position peaked at $170K in Q1 2024.
- 366 funds tracked by Wall St. Rank held Honda as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.