BHIA
HON icon

Birch Hill Investment Advisors’s Honeywell HON Stock Holding History

Birch Hill Investment Advisors’s Portfolio HON Stock Details HON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,522
Closed -$344K – 212
2026
Q1 		$344K Hold
1,522
– – 0.02% 165
2025
Q4 		$297K Sell
1,522
-1,525
-50% -$298K 0.01% 171
2025
Q3 		$605K Hold
3,047
– – 0.03% 136
2025
Q2 		$669K Hold
3,047
– – 0.03% 131
2025
Q1 		$608K Sell
3,047
-32
-1% -$6.47K 0.03% 130
2024
Q4 		$656K Buy
3,079
+1,901
+161% +$396K 0.03% 128
2024
Q3 		$229K Sell
1,178
-21
-2% -$4.07K 0.01% 168
2024
Q2 		$241K Buy
1,199
+154
+15% +$29.3K 0.01% 162
2024
Q1 		$202K Buy
+1,045
New +$197K 0.01% 170
2023
Q3 		– Sell
-1,028
Closed -$201K – 160
2023
Q2 		$201K Buy
+1,028
New +$191K 0.01% 157
2022
Q2 		– Sell
-1,233
Closed -$226K – 158
2022
Q1 		$226K Sell
1,233
-775
-39% -$143K 0.01% 156
2021
Q4 		$395K Hold
2,008
– – 0.02% 135
2021
Q3 		$402K Buy
2,008
+891
+80% +$190K 0.02% 131
2021
Q2 		$231K Hold
1,117
– – 0.01% 151
2021
Q1 		$229K Sell
1,117
-441
-28% -$86.1K 0.01% 146
2020
Q4 		$312K Hold
1,558
– – 0.02% 130
2020
Q3 		$242K Hold
1,558
– – 0.02% 131
2020
Q2 		$212K Buy
+1,558
New +$206K 0.02% 135
2020
Q1 		– Sell
-2,501
Closed -$417K – 140
2019
Q4 		$417K Hold
2,501
– – 0.03% 118
2019
Q3 		$399K Sell
2,501
-212
-8% -$33.7K 0.03% 118
2019
Q2 		$446K Hold
2,713
– – 0.03% 114
2019
Q1 		$406K Hold
2,713
– – 0.03% 118
2018
Q4 		$338K Sell
2,713
-118
-4% -$16.1K 0.03% 121
2018
Q3 		$425K Buy
+2,831
New +$401K 0.03% 121

Other funds holding HON

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Birch Hill Investment Advisors's HON Position: Q2 2026 in Review

Birch Hill Investment Advisors sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,522 shares — an estimated $344K sold.

Birch Hill Investment Advisors first reported a position in HON in Q3 2018 and held it in 24 quarters. The position peaked at $669K in Q2 2025. 951 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Birch Hill Investment Advisors reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 1,522 Honeywell shares in Q2 2026, an estimated $344K.
  • Birch Hill Investment Advisors first reported a position in Honeywell in Q3 2018 and held it in 24 quarters.
  • Birch Hill Investment Advisors's Honeywell position peaked at $669K in Q2 2025.
  • 951 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.