HM Payson & Co’s Honda HMC Stock Holding History

HM Payson & Co’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	$5.62K	Hold	231	–	–	﹤0.01%	966
2025 Q4	$6.81K	Hold	231	–	–	﹤0.01%	955
2025 Q3	$7.12K	Buy	231 +6	+3%	+$196	﹤0.01%	922
2025 Q2	$6.49K	Buy	225 +10	+5%	+$292	﹤0.01%	868
2025 Q1	$5.83K	Hold	215	–	–	﹤0.01%	900
2024 Q4	$6.14K	Hold	215	–	–	﹤0.01%	885
2024 Q3	$6.82K	Hold	215	–	–	﹤0.01%	872
2024 Q2	$6.93K	Buy	215 +5	+2%	+$169	﹤0.01%	868
2024 Q1	$7.82K	Buy	210 +6	+3%	+$206	﹤0.01%	843
2023 Q4	$6.31K	Buy	204 +4	+2%	+$126	﹤0.01%	854
2023 Q3	$6.73K	Buy	200 +50	+33%	+$1.61K	﹤0.01%	857
2023 Q2	$4.55K	Buy	150 +10	+7%	+$282	﹤0.01%	859
2023 Q1	$3.71K	Hold	140	–	–	﹤0.01%	882
2022 Q4	$3.2K	Hold	140	–	–	﹤0.01%	832
2022 Q3	$3K	Hold	140	–	–	﹤0.01%	886
2022 Q2	$3K	Hold	140	–	–	﹤0.01%	928
2022 Q1	$4K	Sell	140 -259	-65%	-$7.61K	﹤0.01%	928
2021 Q4	$11K	Sell	399 -950	-70%	-$27.6K	﹤0.01%	850
2021 Q3	$41K	Buy	1,349 +60	+5%	+$1.89K	﹤0.01%	625
2021 Q2	$41K	Buy	1,289 +20	+2%	+$621	﹤0.01%	619
2021 Q1	$38K	Buy	1,269 +50	+4%	+$1.44K	﹤0.01%	651
2020 Q4	$34K	Buy	+1,219	New	+$32.9K	﹤0.01%	680

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