Legacy Wealth Asset Management’s Honda HMC Stock Holding History

Legacy Wealth Asset 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 Q2	$1.69M	Sell	62,348 -136	-0.2%	-$3.46K	0.37%	67
2026 Q1	$1.52M	Buy	62,484 +18,491	+42%	+$536K	0.37%	63
2025 Q4	$1.3M	Sell	43,993 -1,540	-3%	-$46.7K	0.32%	83
2025 Q3	$1.4M	Buy	45,533 +143	+0.3%	+$4.67K	0.34%	77
2025 Q2	$1.31M	Sell	45,390 -24,755	-35%	-$722K	0.33%	76
2025 Q1	$1.9M	Buy	70,145 +7,090	+11%	+$202K	0.53%	42
2024 Q4	$1.8M	Sell	63,055 -6,322	-9%	-$179K	0.49%	46
2024 Q3	$2.2M	Sell	69,377 -249	-0.4%	-$7.9K	0.59%	39
2024 Q2	$2.24M	Buy	69,626 +7,613	+12%	+$258K	0.63%	28
2024 Q1	$2.31M	Buy	62,013 +1,621	+3%	+$55.7K	0.64%	28
2023 Q4	$1.87M	Buy	60,392 +20,998	+53%	+$663K	0.61%	37
2023 Q3	$1.33M	Sell	39,394 -317	-0.8%	-$10.2K	0.49%	59
2023 Q2	$1.2M	Sell	39,711 -226	-0.6%	-$6.38K	0.42%	64
2023 Q1	$1.06M	Sell	39,937 -275	-0.7%	-$6.9K	0.38%	74
2022 Q4	$919K	Sell	40,212 -12,574	-24%	-$291K	0.35%	86
2022 Q3	$1.14M	Buy	+52,786	New	+$1.33M	0.5%	54

Other funds holding HMC

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return