EPIMS
HON icon

Evelyn Partners Investment Management Services’s Honeywell HON Stock Holding History

Evelyn Partners Investment Management 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
Q1 		$180K Sell
798
-1,014
-56% -$232K 0.02% 134
2025
Q4 		$354K Sell
1,812
-3,210
-64% -$628K 0.04% 112
2025
Q3 		$996K Buy
5,022
+330
+7% +$68.9K 0.13% 85
2025
Q2 		$1.03M Buy
4,692
+183
+4% +$37K 0.15% 80
2025
Q1 		$900K Sell
4,509
-438
-9% -$88.6K 0.15% 83
2024
Q4 		$1.05M Buy
+4,947
New +$1.03M 0.18% 72

Other funds holding HON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Evelyn Partners Investment Management Services's HON Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Honeywell (HON) stake by 56% in Q1 2026, selling an estimated $232K and leaving 798 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #134.

Evelyn Partners Investment Management Services first reported a position in HON in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2024. 2,801 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Evelyn Partners Investment Management Services held 798 shares of Honeywell worth $180K as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 1,014 Honeywell shares in Q1 2026, an estimated $232K.
  • Honeywell made up 0.02% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #134 holding.
  • Evelyn Partners Investment Management Services first reported a position in Honeywell in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Honeywell position peaked at $1.05M in Q4 2024.
  • 2,801 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.