Evelyn Partners Investment Management’s Honeywell HON Stock Holding History

Evelyn Partners Investment Management’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	$3.9M	Sell	17,245 -5,028	-23%	-$1.15M	0.11%	84
2025 Q4	$4.35M	Sell	22,273 -11,505	-34%	-$2.25M	0.12%	80
2025 Q3	$6.7M	Buy	33,778 +180	+0.5%	+$37.6K	0.19%	71
2025 Q2	$7.37M	Sell	33,598 -7,255	-18%	-$1.47M	0.23%	67
2025 Q1	$8.15M	Sell	40,853 -2,190	-5%	-$443K	0.27%	63
2024 Q4	$9.16M	Buy	+43,043	New	+$8.98M	0.3%	59

Other funds holding HON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Evelyn Partners Investment Management reduced its Honeywell (HON) stake by 23% in Q1 2026, selling an estimated $1.15M and leaving 17,245 shares worth $3.9M. The position accounts for 0.11% of the portfolio, ranked #84.

Evelyn Partners Investment Management first reported a position in HON in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.16M in Q4 2024. 2,796 funds tracked by Wall St. Rank hold HON as of Q1 2026.

Evelyn Partners Investment Management held 17,245 shares of Honeywell worth $3.9M as of Q1 2026.
Evelyn Partners Investment Management sold 5,028 Honeywell shares in Q1 2026, an estimated $1.15M.
Honeywell made up 0.11% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #84 holding.
Evelyn Partners Investment Management first reported a position in Honeywell in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Honeywell position peaked at $9.16M in Q4 2024.
2,796 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

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