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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Forum Financial Management's HMC Position: Q1 2026 in Review

Forum Financial Management sold out of Honda (HMC) in Q1 2026, closing a stake of 42,418 shares — an estimated $1.25M sold.

Forum Financial Management first reported a position in HMC in Q4 2021 and held it in 17 quarters. The position peaked at $1.63M in Q1 2024. 366 funds tracked by Wall St. Rank hold HMC as of Q1 2026.

Forum Financial Management reported no remaining Honda position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 42,418 Honda shares in Q1 2026, an estimated $1.25M.
Forum Financial Management first reported a position in Honda in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Honda position peaked at $1.63M in Q1 2024.
366 funds tracked by Wall St. Rank held Honda as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.