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Cypress Wealth Services’s Honeywell HON Stock Holding History

Cypress Wealth Services’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 		$281K Sell
1,253
-1,461
-54% -$326K 0.03% 356
2026
Q1 		$613K Sell
2,714
-30
-1% -$6.86K 0.09% 187
2025
Q4 		$535K Buy
2,744
+635
+30% +$124K 0.07% 204
2025
Q3 		$418K Sell
2,109
-59
-3% -$12.3K 0.07% 200
2025
Q2 		$476K Buy
2,168
+80
+4% +$16.2K 0.09% 178
2025
Q1 		$417K Buy
2,088
+20
+1% +$4.05K 0.08% 170
2024
Q4 		$440K Buy
2,068
+1
+0% +$209 0.09% 165
2024
Q3 		$403K Sell
2,067
-4
-0.2% -$776 0.08% 175
2024
Q2 		$417K Buy
2,071
+50
+2% +$9.51K 0.09% 162
2024
Q1 		$391K Buy
2,021
+796
+65% +$150K 0.09% 169
2023
Q4 		$242K Sell
1,225
-898
-42% -$162K 0.06% 207
2023
Q3 		$370K Sell
2,123
-74
-3% -$13.5K 0.1% 163
2023
Q2 		$431K Buy
2,197
+83
+4% +$15.4K 0.11% 150
2023
Q1 		$381K Buy
2,114
+5
+0.2% +$940 0.11% 155
2022
Q4 		$426K Buy
2,109
+44
+2% +$8.41K 0.14% 141
2022
Q3 		$334K Buy
2,065
+5
+0.2% +$871 0.11% 154
2022
Q2 		$338K Sell
2,060
-1,592
-44% -$286K 0.11% 157
2022
Q1 		$670K Sell
3,652
-212
-5% -$39.2K 0.18% 93
2021
Q4 		$759K Buy
3,864
+22
+0.6% +$4.44K 0.21% 81
2021
Q3 		$769K Buy
3,842
+10
+0.3% +$2.13K 0.23% 77
2021
Q2 		$792K Sell
3,832
-56
-1% -$11.8K 0.22% 86
2021
Q1 		$795K Buy
3,888
+1,313
+51% +$256K 0.17% 106
2020
Q4 		$516K Buy
+2,575
New +$468K 0.12% 147
2020
Q3 		– Sell
-2,655
Closed -$395K – 355
2020
Q2 		$362K Sell
2,655
-17
-0.6% -$2.25K 0.09% 180
2020
Q1 		$337K Sell
2,672
-180
-6% -$27.8K 0.1% 167
2019
Q4 		$476K Buy
2,852
+4
+0.1% +$654 0.12% 137
2019
Q3 		$454K Sell
2,848
-1,356
-32% -$216K 0.12% 137
2019
Q2 		$692K Buy
4,204
+5
+0.1% +$796 0.2% 113
2019
Q1 		$629K Buy
4,199
+2,178
+108% +$304K 0.2% 105
2018
Q4 		$252K Sell
2,021
-783
-28% -$107K 0.1% 171
2018
Q3 		$422K Sell
2,804
-49
-2% -$6.95K 0.15% 132
2018
Q2 		$371K Buy
2,853
+38
+1% +$5.05K 0.14% 144
2018
Q1 		$367K Sell
2,815
-162
-5% -$22.4K 0.16% 124
2017
Q4 		$412K Buy
+2,977
New +$399K 0.17% 120

Other funds holding HON

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Cypress Wealth Services's HON Position: Q2 2026 in Review

Cypress Wealth Services reduced its Honeywell (HON) stake by 54% in Q2 2026, selling an estimated $326K and leaving 1,253 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #356.

Cypress Wealth Services first reported a position in HON in Q4 2017 and has held it in 34 quarters since. The position peaked at $795K in Q1 2021. 492 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Cypress Wealth Services held 1,253 shares of Honeywell worth $281K as of Q2 2026.
  • Cypress Wealth Services sold 1,461 Honeywell shares in Q2 2026, an estimated $326K.
  • Honeywell made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #356 holding.
  • Cypress Wealth Services first reported a position in Honeywell in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Honeywell position peaked at $795K in Q1 2021.
  • 492 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.