Forum Financial Management’s Honda HMC Stock Holding History

Forum Financial 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
2026 Q1	–	Sell	-42,418	Closed	-$1.25M	–	632
2025 Q4	$1.25M	Hold	42,418	–	–	0.02%	203
2025 Q3	$1.31M	Buy	42,418 +3,826	+10%	+$125K	0.02%	194
2025 Q2	$1.11M	Sell	38,592 -15,424	-29%	-$450K	0.02%	200
2025 Q1	$1.47M	Hold	54,016	–	–	0.02%	161
2024 Q4	$1.54M	Buy	54,016 +9,559	+22%	+$270K	0.03%	152
2024 Q3	$1.41M	Buy	44,457 +587	+1%	+$18.6K	0.02%	143
2024 Q2	$1.41M	Hold	43,870	–	–	0.03%	138
2024 Q1	$1.63M	Buy	43,870 +1,509	+4%	+$51.9K	0.03%	139
2023 Q4	$1.31M	Buy	42,361 +2,400	+6%	+$75.8K	0.02%	132
2023 Q3	$1.34M	Sell	39,961 -1,500	-4%	-$48.2K	0.03%	123
2023 Q2	$1.26M	Hold	41,461	–	–	0.03%	132
2023 Q1	$1.1M	Hold	41,461	–	–	0.03%	132
2022 Q4	$948K	Buy	41,461 +500	+1%	+$11.6K	0.03%	142
2022 Q3	$884K	Hold	40,961	–	–	0.04%	125
2022 Q2	$989K	Hold	40,961	–	–	0.05%	126
2022 Q1	$1.16M	Sell	40,961 -9	-0%	-$264	0.06%	107
2021 Q4	$1.17M	Buy	+40,970	New	+$1.19M	0.06%	105

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