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Salomon & Ludwin’s HSBC HSBC Stock Holding History

Salomon & Ludwin’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$126K Buy
1,496
+78
+6% +$6.61K 0.01% 207
2025
Q4 		$115K Buy
1,418
+158
+13% +$11.3K 0.01% 218
2025
Q3 		$91K Buy
1,260
+1,213
+2,581% +$78.9K 0.01% 239
2025
Q2 		$2.85K Buy
+47
New +$2.67K ﹤0.01% 621
2019
Q3 		– Sell
-240
Closed -$10K – 216
2019
Q2 		$10K Sell
240
-3
-1% -$126 ﹤0.01% 159
2019
Q1 		$10K Sell
243
-6
-2% -$242 ﹤0.01% 163
2018
Q4 		$10K Buy
+249
New +$9.97K ﹤0.01% 155

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Salomon & Ludwin's HSBC Position: Q1 2026 in Review

Salomon & Ludwin increased its HSBC (HSBC) stake by 5.5% in Q1 2026, buying an estimated $6.61K and bringing the position to 1,496 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #207.

Salomon & Ludwin first reported a position in HSBC in Q4 2018 and has held it in 7 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Salomon & Ludwin held 1,496 shares of HSBC worth $126K as of Q1 2026.
  • Salomon & Ludwin bought 78 HSBC shares in Q1 2026, an estimated $6.61K.
  • HSBC made up 0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #207 holding.
  • Salomon & Ludwin first reported a position in HSBC in Q4 2018 and has held it in 7 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.