Charles Schwab

Charles Schwab’s Honda HMC Stock Holding History

Charles Schwab’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	$2.28M	Sell	93,981 -82,852	-47%	-$2.4M	﹤0.01%	2683
2025 Q4	$5.21M	Sell	176,833 -134	-0.1%	-$4.07K	﹤0.01%	2434
2025 Q3	$5.45M	Buy	176,967 +35,285	+25%	+$1.15M	﹤0.01%	2399
2025 Q2	$4.08M	Buy	141,682 +13,879	+11%	+$405K	﹤0.01%	2414
2025 Q1	$3.47M	Buy	127,803 +39,879	+45%	+$1.14M	﹤0.01%	2422
2024 Q4	$2.51M	Sell	87,924 -10,862	-11%	-$307K	﹤0.01%	2608
2024 Q3	$3.13M	Buy	98,786 +21,390	+28%	+$679K	﹤0.01%	2575
2024 Q2	$2.5M	Buy	77,396 +15,305	+25%	+$518K	﹤0.01%	2627
2024 Q1	$2.31M	Buy	62,091 +17,999	+41%	+$618K	﹤0.01%	2548
2023 Q4	$1.36M	Buy	44,092 +3,381	+8%	+$107K	﹤0.01%	2735
2023 Q3	$1.37M	Buy	40,711 +17,256	+74%	+$555K	﹤0.01%	2699
2023 Q2	$711K	Buy	23,455 +10,125	+76%	+$286K	﹤0.01%	2893
2023 Q1	$353K	Buy	+13,330	New	+$335K	﹤0.01%	3052

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