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Waverly Advisors’s Honda HMC Stock Holding History

Waverly Advisors’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 		$279K Buy
11,476
+263
+2% +$7.62K ﹤0.01% 1333
2025
Q4 		$331K Sell
11,213
-84
-0.7% -$2.55K ﹤0.01% 1170
2025
Q3 		$348K Buy
11,297
+158
+1% +$5.15K ﹤0.01% 981
2025
Q2 		$321K Buy
11,139
+146
+1% +$4.26K ﹤0.01% 942
2025
Q1 		$298K Buy
10,993
+863
+9% +$24.6K ﹤0.01% 924
2024
Q4 		$289K Buy
+10,130
New +$286K ﹤0.01% 832
2018
Q1 		– Sell
-315
Closed -$11K – 264
2017
Q4 		$11K Buy
+315
New +$10.2K ﹤0.01% 320
2014
Q4 		– Sell
-57
Closed -$2K – 531
2014
Q3 		$2K Hold
57
– – ﹤0.01% 723
2014
Q2 		$2K Hold
57
– – ﹤0.01% 695
2014
Q1 		$2K Sell
57
-4
-7% -$149 ﹤0.01% 657
2013
Q4 		$3K Buy
+61
New +$2.47K ﹤0.01% 746

Other funds holding HMC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
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
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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

Waverly Advisors's HMC Position: Q1 2026 in Review

Waverly Advisors increased its Honda (HMC) stake by 2.3% in Q1 2026, buying an estimated $7.62K and bringing the position to 11,476 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Waverly Advisors first reported a position in HMC in Q4 2013 and has held it in 11 quarters since. The position peaked at $348K in Q3 2025. 363 funds tracked by Wall St. Rank hold HMC as of Q1 2026.

  • Waverly Advisors held 11,476 shares of Honda worth $279K as of Q1 2026.
  • Waverly Advisors bought 263 Honda shares in Q1 2026, an estimated $7.62K.
  • Honda made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1333 holding.
  • Waverly Advisors first reported a position in Honda in Q4 2013 and has held it in 11 quarters since.
  • Waverly Advisors's Honda position peaked at $348K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Honda as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.