Evermay 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
Q1 | $507K | Buy |
2,244
+836
| +59% | +$191K | 0.06% | 125 |
|
|
2025
Q4 | $275K | Sell |
1,408
-826
| -37% | -$162K | 0.03% | 171 |
|
|
2025
Q3 | $443K | Sell |
2,234
-478
| -18% | -$99.9K | 0.05% | 136 |
|
|
2025
Q2 | $595K | Sell |
2,712
-53
| -2% | -$10.7K | 0.07% | 118 |
|
|
2025
Q1 | $552K | Hold |
2,765
| – | – | 0.07% | 118 |
|
|
2024
Q4 | $589K | Hold |
2,765
| – | – | 0.09% | 116 |
|
|
2024
Q3 | $539K | Sell |
2,765
-390
| -12% | -$75.6K | 0.09% | 118 |
|
|
2024
Q2 | $635K | Hold |
3,155
| – | – | 0.1% | 112 |
|
|
2024
Q1 | $610K | Sell |
3,155
-60
| -2% | -$11.3K | 0.09% | 117 |
|
|
2023
Q4 | $635K | Buy |
3,215
+12
| +0.4% | +$2.16K | 0.12% | 91 |
|
|
2023
Q3 | $558K | Sell |
3,203
-10
| -0.3% | -$1.83K | 0.11% | 91 |
|
|
2023
Q2 | $628K | Sell |
3,213
-6
| -0.2% | -$1.11K | 0.12% | 85 |
|
|
2023
Q1 | $580K | Buy |
3,219
+72
| +2% | +$13.5K | 0.12% | 85 |
|
|
2022
Q4 | $636K | Hold |
3,147
| – | – | 0.13% | 80 |
|
|
2022
Q3 | $495K | Buy |
3,147
+80
| +3% | +$13.9K | 0.1% | 88 |
|
|
2022
Q2 | $502K | Sell |
3,067
-96
| -3% | -$17.2K | 0.1% | 87 |
|
|
2022
Q1 | $580K | Sell |
3,163
-175
| -5% | -$32.4K | 0.1% | 94 |
|
|
2021
Q4 | $656K | Buy |
3,338
+23
| +0.7% | +$4.64K | 0.12% | 71 |
|
|
2021
Q3 | $663K | Buy |
3,315
+41
| +1% | +$8.74K | 0.13% | 61 |
|
|
2021
Q2 | $677K | Hold |
3,274
| – | – | 0.13% | 72 |
|
|
2021
Q1 | $670K | Sell |
3,274
-27
| -0.8% | -$5.27K | 0.13% | 67 |
|
|
2020
Q4 | $662K | Sell |
3,301
-26
| -0.8% | -$4.72K | 0.15% | 66 |
|
|
2020
Q3 | $516K | Buy |
3,327
+42
| +1% | +$6.24K | 0.13% | 77 |
|
|
2020
Q2 | $448K | Buy |
3,285
+228
| +7% | +$30.2K | 0.12% | 83 |
|
|
2020
Q1 | $385K | Buy |
3,057
+584
| +24% | +$90.2K | 0.12% | 87 |
|
|
2019
Q4 | $413K | Buy |
+2,473
| New | +$404K | 0.1% | 98 |
|
|
2018
Q4 | – | Sell |
-1,915
| Closed | -$288K | – | 140 |
|
|
2018
Q3 | $288K | Buy |
1,915
+177
| +10% | +$25.1K | 0.09% | 112 |
|
|
2018
Q2 | $226K | Hold |
1,738
| – | – | 0.08% | 125 |
|
|
2018
Q1 | $227K | Sell |
1,738
-1,097
| -39% | -$152K | 0.08% | 121 |
|
|
2017
Q4 | $393K | Buy |
2,835
+897
| +46% | +$120K | 0.14% | 80 |
|
|
2017
Q3 | $248K | Buy |
1,938
+77
| +4% | +$9.55K | 0.11% | 87 |
|
|
2017
Q2 | $224K | Hold |
1,861
| – | – | 0.1% | 90 |
|
|
2017
Q1 | $210K | Buy |
+1,861
| New | +$206K | 0.09% | 96 |
|
Other funds holding HON
VCM
VPM
Evermay Wealth Management's HON Position: Q1 2026 in Review
Evermay Wealth Management increased its Honeywell (HON) stake by 59% in Q1 2026, buying an estimated $191K and bringing the position to 2,244 shares worth $507K. The position accounts for 0.06% of the portfolio, ranked #125.
Evermay Wealth Management first reported a position in HON in Q1 2017 and has held it in 33 quarters since. The position peaked at $677K in Q2 2021. 2,794 funds tracked by Wall St. Rank hold HON as of Q1 2026.
- Evermay Wealth Management held 2,244 shares of Honeywell worth $507K as of Q1 2026.
- Evermay Wealth Management bought 836 Honeywell shares in Q1 2026, an estimated $191K.
- Honeywell made up 0.06% of Evermay Wealth Management's portfolio in Q1 2026, its #125 holding.
- Evermay Wealth Management first reported a position in Honeywell in Q1 2017 and has held it in 33 quarters since.
- Evermay Wealth Management's Honeywell position peaked at $677K in Q2 2021.
- 2,794 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.