Montag & Associates’s Honda HMC Stock Holding History

Montag & Associates’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	$9.58K	Buy	394 +59	+18%	+$1.71K	﹤0.01%	757
2025 Q4	$9.88K	Sell	335 -30	-8%	-$911	﹤0.01%	772
2025 Q3	$11.2K	Buy	365 +30	+9%	+$979	﹤0.01%	747
2025 Q2	$9.66K	Hold	335	–	–	﹤0.01%	749
2025 Q1	$9.09K	Buy	335 +72	+27%	+$2.05K	﹤0.01%	797
2024 Q4	$7.51K	Buy	263 +49	+23%	+$1.38K	﹤0.01%	808
2024 Q3	$6.79K	Hold	214	–	–	﹤0.01%	850
2024 Q2	$6.9K	Hold	214	–	–	﹤0.01%	800
2024 Q1	$7.97K	Hold	214	–	–	﹤0.01%	780
2023 Q4	$6.62K	Hold	214	–	–	﹤0.01%	803
2023 Q3	$7.2K	Hold	214	–	–	﹤0.01%	778
2023 Q2	$6.49K	Sell	214 -49	-19%	-$1.38K	﹤0.01%	803
2023 Q1	$6.97K	Buy	263 +43	+20%	+$1.08K	﹤0.01%	788
2022 Q4	$5.03K	Buy	+220	New	+$5.1K	﹤0.01%	817

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