Plan A Wealth LLC HMC β€” HONDA MOTOR LTD

Ownership history in Plan A Wealth LLC  Β·  2 quarters on record

AI Ownership Summary

Plan A Wealth LLC reported HONDA MOTOR LTD (HMC) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2025 Q4. The latest visible filing shows HMC at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Plan A Wealth LLC's position in HONDA MOTOR LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HMC was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Plan A Wealth LLC held HMC β€” position size vs. price
% of Fund (quarterly)    HMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 21,747 +1,568 +7.8% 0.25% $529K 2026-05-15 $26.18
2025 Q4 INITIATED β€” β€” β€” 20,179 β€” β€” 0.29% $595K 2026-02-06 $32.82

FAQ About Plan A Wealth LLC and HMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Plan A Wealth LLC reported owning HMC?

Plan A Wealth LLC reported HMC across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported HMC position in Plan A Wealth LLC's portfolio?

The largest reported portfolio weight for HMC was 0.29% in 2025 Q4.

What is the latest reported HMC position on this page?

The most recent filing on this page is 2026 Q1, when Plan A Wealth LLC reported 21,747 shares, equal to 0.25% of portfolio, with an estimated market value of $529K.

What does the chart on this HMC ownership page compare?

The chart compares Plan A Wealth LLC's quarterly HMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Plan A Wealth LLC Holdings