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CFM Wealth Partners’s Honeywell HON Stock Holding History

CFM Wealth Partners’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
2025
Q2 		– Sell
-1,019
Closed -$203K – 143
2025
Q1 		$203K Hold
1,019
– – 0.04% 138
2024
Q4 		$217K Buy
+1,019
New +$213K 0.04% 134
2024
Q3 		– Sell
-1,314
Closed -$264K – 146
2024
Q2 		$264K Sell
1,314
-53
-4% -$10.1K 0.05% 130
2024
Q1 		$264K Buy
1,367
+53
+4% +$9.98K 0.05% 138
2023
Q4 		$260K Sell
1,314
-1,135
-46% -$205K 0.06% 145
2023
Q3 		$426K Sell
2,449
-104
-4% -$19K 0.11% 106
2023
Q2 		$499K Hold
2,553
– – 0.12% 115
2023
Q1 		$460K Buy
2,553
+83
+3% +$15.6K 0.12% 111
2022
Q4 		$499K Hold
2,470
– – 0.15% 107
2022
Q3 		$389K Hold
2,470
– – 0.12% 117
2022
Q2 		$405K Hold
2,470
– – 0.12% 122
2022
Q1 		$453K Buy
2,470
+166
+7% +$30.7K 0.11% 119
2021
Q4 		$449K Hold
2,304
– – 0.1% 119
2021
Q3 		$461K Hold
2,304
– – 0.12% 114
2021
Q2 		$476K Hold
2,304
– – 0.13% 105
2021
Q1 		$471K Buy
2,304
+54
+2% +$10.5K 0.14% 102
2020
Q4 		$451K Buy
2,250
+317
+16% +$57.6K 0.14% 92
2020
Q3 		$299K Sell
1,933
-212
-10% -$31.5K 0.11% 112
2020
Q2 		$292K Sell
2,145
-36
-2% -$4.76K 0.11% 112
2020
Q1 		$275K Hold
2,181
– – 0.13% 109
2019
Q4 		$375K Buy
+2,181
New +$357K 0.14% 104

Other funds holding HON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CFM Wealth Partners's HON Position: Q2 2025 in Review

CFM Wealth Partners sold out of Honeywell (HON) in Q2 2025, closing a stake of 1,019 shares — an estimated $203K sold.

CFM Wealth Partners first reported a position in HON in Q4 2019 and held it in 21 quarters. The position peaked at $499K in Q2 2023. 2,699 funds tracked by Wall St. Rank hold HON as of Q2 2025.

  • CFM Wealth Partners reported no remaining Honeywell position as of Q2 2025 after selling out during the quarter.
  • CFM Wealth Partners sold 1,019 Honeywell shares in Q2 2025, an estimated $203K.
  • CFM Wealth Partners first reported a position in Honeywell in Q4 2019 and held it in 21 quarters.
  • CFM Wealth Partners's Honeywell position peaked at $499K in Q2 2023.
  • 2,699 funds tracked by Wall St. Rank held Honeywell as of Q2 2025.

Based on CFM Wealth Partners's 13F filing for Q2 2025, filed 23 Jul 2025.