Elmwood Wealth Management’s Honeywell HON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$534K Sell
2,386
-2,363
-50% -$527K 0.13% 124
2026
Q1
$1.07M Buy
4,749
+110
+2% +$25.1K 0.3% 84
2025
Q4
$905K Sell
4,639
-46
-1% -$9K 0.29% 87
2025
Q3
$930K Sell
4,685
-73
-2% -$15.3K 0.33% 79
2025
Q2
$1.04M Sell
4,758
-46
-1% -$9.31K 0.41% 73
2025
Q1
$959K Hold
4,804
0.39% 77
2024
Q4
$1.02M Hold
4,804
0.41% 75
2024
Q3
$936K Buy
4,804
+46
+1% +$8.92K 0.39% 81
2024
Q2
$958K Sell
4,758
-137
-3% -$26.1K 0.43% 78
2024
Q1
$947K Buy
4,895
+1,655
+51% +$312K 0.41% 80
2023
Q4
$640K Sell
3,240
-1,752
-35% -$316K 0.45% 63
2023
Q3
$869K Sell
4,992
-52
-1% -$9.51K 0.42% 77
2023
Q2
$986K Sell
5,044
-119
-2% -$22.1K 0.46% 71
2023
Q1
$930K Buy
5,163
+186
+4% +$35K 0.44% 73
2022
Q4
$1.01M Buy
4,977
+281
+6% +$53.7K 0.5% 73
2022
Q3
$739K Buy
4,696
+324
+7% +$56.4K 0.37% 79
2022
Q2
$716K Buy
4,372
+742
+20% +$133K 0.41% 80
2022
Q1
$666K Buy
3,630
+732
+25% +$135K 0.34% 81
2021
Q4
$569K Buy
+2,898
New +$585K 0.27% 85
2021
Q2
$533K Hold
2,579
0.28% 81
2021
Q1
$528K Buy
+2,579
New +$504K 0.32% 79
2020
Q3
$243K Hold
1,780
0.2% 80
2020
Q2
$243K Buy
1,780
+565
+47% +$74.8K 0.2% 80
2020
Q1
$165K Buy
+1,215
New +$188K 0.16% 93
2019
Q4
Sell
-1,040
Closed -$166K 155
2019
Q3
$166K Hold
1,040
0.17% 82
2019
Q2
$171K Hold
1,040
0.15% 89
2019
Q1
$156K Hold
1,040
0.14% 90
2018
Q4
$129K Sell
1,040
-12
-1% -$1.64K 0.12% 97
2018
Q3
$158K Sell
1,052
-160
-13% -$22.7K 0.13% 99
2018
Q2
$158K Sell
1,212
-56
-4% -$7.45K 0.14% 98
2018
Q1
$165K Buy
+1,268
New +$175K 0.16% 93

Other funds holding HON

Elmwood Wealth Management's HON Position: Q2 2026 in Review

Elmwood Wealth Management reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $527K and leaving 2,386 shares worth $534K. The position accounts for 0.13% of the portfolio, ranked #124.

Elmwood Wealth Management first reported a position in HON in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.07M in Q1 2026. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Elmwood Wealth Management held 2,386 shares of Honeywell worth $534K as of Q2 2026.
  • Elmwood Wealth Management sold 2,363 Honeywell shares in Q2 2026, an estimated $527K.
  • Honeywell made up 0.13% of Elmwood Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Elmwood Wealth Management first reported a position in Honeywell in Q1 2018 and has held it in 31 quarters since.
  • Elmwood Wealth Management's Honeywell position peaked at $1.07M in Q1 2026.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.