Whipplewood Advisors’s Honda HMC Stock Holding History

Whipplewood 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	$7.39K	Buy	+304	New	+$8.81K	﹤0.01%	540
2025 Q3	–	Sell	-401	Closed	-$11.6K	–	690
2025 Q2	$11.6K	Sell	401 -78	-16%	-$2.27K	0.01%	546
2025 Q1	$10.9K	Sell	479 -5	-1%	-$143	0.01%	550
2024 Q4	$13.8K	Buy	+484	New	+$13.7K	0.01%	502

Other funds holding HMC

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Whipplewood Advisors's HMC Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Honda (HMC) in Q1 2026: 304 shares worth $7.39K. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in HMC as recently as Q2 2025.

Whipplewood Advisors first reported a position in HMC in Q4 2024 and has held it in 4 quarters since. The position peaked at $13.8K in Q4 2024. 363 funds tracked by Wall St. Rank hold HMC as of Q1 2026.

Whipplewood Advisors held 304 shares of Honda worth $7.39K as of Q1 2026.
Honda was a new Whipplewood Advisors position in Q1 2026.
Honda made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #540 holding.
Whipplewood Advisors first reported a position in Honda in Q4 2024 and has held it in 4 quarters since.
Whipplewood Advisors's Honda position peaked at $13.8K in Q4 2024.
363 funds tracked by Wall St. Rank held Honda as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.