Evercore 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 | $1.86M | Sell |
8,296
-8,057
| -49% | -$1.8M | 0.03% | 183 |
|
|
2026
Q1 | $3.7M | Sell |
16,353
-980
| -6% | -$224K | 0.06% | 118 |
|
|
2025
Q4 | $3.38M | Sell |
17,333
-1,121
| -6% | -$219K | 0.05% | 125 |
|
|
2025
Q3 | $3.66M | Sell |
18,454
-686
| -4% | -$143K | 0.05% | 122 |
|
|
2025
Q2 | $4.2M | Sell |
19,140
-16
| -0.1% | -$3.24K | 0.07% | 111 |
|
|
2025
Q1 | $3.82M | Sell |
19,156
-1,306
| -6% | -$264K | 0.06% | 116 |
|
|
2024
Q4 | $4.36M | Sell |
20,462
-160
| -0.8% | -$33.4K | 0.07% | 110 |
|
|
2024
Q3 | $4.02M | Sell |
20,622
-810
| -4% | -$157K | 0.06% | 112 |
|
|
2024
Q2 | $4.31M | Buy |
21,432
+76
| +0.4% | +$14.5K | 0.07% | 106 |
|
|
2024
Q1 | $4.13M | Sell |
21,356
-681
| -3% | -$128K | 0.06% | 110 |
|
|
2023
Q4 | $4.36M | Sell |
22,037
-68
| -0.3% | -$12.3K | 0.07% | 102 |
|
|
2023
Q3 | $3.85M | Buy |
22,105
+433
| +2% | +$79.2K | 0.07% | 103 |
|
|
2023
Q2 | $4.24M | Buy |
21,672
+676
| +3% | +$126K | 0.08% | 102 |
|
|
2023
Q1 | $3.78M | Sell |
20,996
-39
| -0.2% | -$7.33K | 0.08% | 106 |
|
|
2022
Q4 | $4.25M | Buy |
21,035
+14
| +0.1% | +$2.67K | 0.09% | 96 |
|
|
2022
Q3 | $3.31M | Buy |
21,021
+107
| +0.5% | +$18.6K | 0.07% | 104 |
|
|
2022
Q2 | $3.43M | Hold |
20,914
| – | – | 0.07% | 111 |
|
|
2022
Q1 | $3.84M | Sell |
20,914
-1,246
| -6% | -$231K | 0.07% | 118 |
|
|
2021
Q4 | $4.36M | Sell |
22,160
-531
| -2% | -$107K | 0.07% | 116 |
|
|
2021
Q3 | $4.54M | Buy |
22,691
+215
| +1% | +$45.8K | 0.08% | 109 |
|
|
2021
Q2 | $4.65M | Sell |
22,476
-494
| -2% | -$104K | 0.09% | 111 |
|
|
2021
Q1 | $4.7M | Sell |
22,970
-827
| -3% | -$161K | 0.09% | 109 |
|
|
2020
Q4 | $4.77M | Buy |
23,797
+996
| +4% | +$181K | 0.1% | 102 |
|
|
2020
Q3 | $3.54M | Sell |
22,801
-539
| -2% | -$80.1K | 0.09% | 105 |
|
|
2020
Q2 | $3.18M | Sell |
23,340
-2,037
| -8% | -$270K | 0.09% | 107 |
|
|
2020
Q1 | $3.2M | Buy |
25,377
+474
| +2% | +$73.2K | 0.11% | 95 |
|
|
2019
Q4 | $4.15M | Sell |
24,903
-174
| -0.7% | -$28.4K | 0.11% | 105 |
|
|
2019
Q3 | $4M | Buy |
25,077
+1,231
| +5% | +$196K | 0.12% | 105 |
|
|
2019
Q2 | $3.92M | Buy |
23,846
+2,379
| +11% | +$379K | 0.12% | 101 |
|
|
2019
Q1 | $3.22M | Buy |
21,467
+465
| +2% | +$65K | 0.1% | 107 |
|
|
2018
Q4 | $2.62M | Sell |
21,002
-1,954
| -9% | -$267K | 0.1% | 110 |
|
|
2018
Q3 | $3.45M | Sell |
22,956
-3,317
| -13% | -$470K | 0.11% | 104 |
|
|
2018
Q2 | $3.42M | Buy |
26,273
+62
| +0.2% | +$8.25K | 0.12% | 106 |
|
|
2018
Q1 | $3.42M | Sell |
26,211
-206
| -0.8% | -$28.5K | 0.13% | 99 |
|
|
2017
Q4 | $3.66M | Sell |
26,417
-55
| -0.2% | -$7.38K | 0.14% | 94 |
|
|
2017
Q3 | $3.39M | Sell |
26,472
-179
| -0.7% | -$22.2K | 0.13% | 97 |
|
|
2017
Q2 | $3.21M | Buy |
26,651
+1,079
| +4% | +$127K | 0.12% | 105 |
|
|
2017
Q1 | $2.88M | Buy |
25,572
+3,769
| +17% | +$416K | 0.11% | 111 |
|
|
2016
Q4 | $2.28M | Sell |
21,803
-1,622
| -7% | -$165K | 0.09% | 125 |
|
|
2016
Q3 | $2.45M | Buy |
23,425
+794
| +4% | +$83K | 0.1% | 119 |
|
|
2016
Q2 | $2.37M | Sell |
22,631
-720
| -3% | -$74K | 0.1% | 119 |
|
|
2016
Q1 | $2.35M | Sell |
23,351
-928
| -4% | -$87K | 0.1% | 116 |
|
|
2015
Q4 | $2.26M | Buy |
24,279
+1,722
| +8% | +$158K | 0.1% | 124 |
|
|
2015
Q3 | $1.92M | Buy |
22,557
+20
| +0.1% | +$1.82K | 0.09% | 129 |
|
|
2015
Q2 | $2.06M | Sell |
22,537
-1,076
| -5% | -$100K | 0.09% | 133 |
|
|
2015
Q1 | $2.22M | Sell |
23,613
-2,029
| -8% | -$186K | 0.1% | 129 |
|
|
2014
Q4 | $2.3M | Buy |
25,642
+563
| +2% | +$48.4K | 0.11% | 118 |
|
|
2014
Q3 | $2.1M | Buy |
25,079
+31
| +0.1% | +$2.63K | 0.11% | 136 |
|
|
2014
Q2 | $2.09M | Sell |
25,048
-7,857
| -24% | -$657K | 0.11% | 135 |
|
|
2014
Q1 | $2.75M | Buy |
32,905
+17,366
| +112% | +$1.44M | 0.15% | 120 |
|
|
2013
Q4 | $1.28M | Sell |
15,539
-12,092
| -44% | -$945K | 0.07% | 169 |
|
|
2013
Q3 | $2.06M | Sell |
27,631
-6,874
| -20% | -$510K | 0.12% | 162 |
|
|
2013
Q2 | $2.46M | Buy |
+34,505
| New | +$2.38M | 0.14% | 143 |
|
Other funds holding HON
Evercore Wealth Management's HON Position: Q2 2026 in Review
Evercore Wealth Management reduced its Honeywell (HON) stake by 49% in Q2 2026, selling an estimated $1.8M and leaving 8,296 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #183.
Evercore Wealth Management first reported a position in HON in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.77M in Q4 2020. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.
- Evercore Wealth Management held 8,296 shares of Honeywell worth $1.86M as of Q2 2026.
- Evercore Wealth Management sold 8,057 Honeywell shares in Q2 2026, an estimated $1.8M.
- Honeywell made up 0.03% of Evercore Wealth Management's portfolio in Q2 2026, its #183 holding.
- Evercore Wealth Management first reported a position in Honeywell in Q2 2013 and has held it in 53 quarters since.
- Evercore Wealth Management's Honeywell position peaked at $4.77M in Q4 2020.
- 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.