Evernest Financial Advisors’s Honeywell HON Stock Holding History

Evernest Financial Advisors’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	$762K	Buy	3,596 +6	+0.2%	+$1.37K	0.16%	91
2025 Q4	$861K	Sell	3,590 -466	-11%	-$91.2K	0.18%	86
2025 Q3	$805K	Buy	4,056 +2	+0%	+$418	0.23%	87
2025 Q2	$890K	Buy	4,054 +13	+0.3%	+$2.63K	0.29%	73
2025 Q1	$807K	Buy	4,041 +270	+7%	+$54.6K	0.29%	80
2024 Q4	$803K	Sell	3,771 -145	-4%	-$30.2K	0.21%	77
2024 Q3	$763K	Sell	3,916 -363	-8%	-$70.4K	0.21%	81
2024 Q2	$861K	Sell	4,279 -318	-7%	-$60.5K	0.39%	60
2024 Q1	$842K	Sell	4,597 -2,860	-38%	-$539K	0.4%	55
2023 Q4	$1.47M	Buy	+7,457	New	+$1.34M	0.75%	34
2021 Q4	$804K	Buy	+4,378	New	+$884K	0.42%	52

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

Evernest Financial Advisors's HON Position: Q1 2026 in Review

Evernest Financial Advisors increased its Honeywell (HON) stake by 0.17% in Q1 2026, buying an estimated $1.37K and bringing the position to 3,596 shares worth $762K. The position accounts for 0.16% of the portfolio, ranked #91.

Evernest Financial Advisors first reported a position in HON in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.47M in Q4 2023. 2,793 funds tracked by Wall St. Rank hold HON as of Q1 2026.

Evernest Financial Advisors held 3,596 shares of Honeywell worth $762K as of Q1 2026.
Evernest Financial Advisors bought 6 Honeywell shares in Q1 2026, an estimated $1.37K.
Honeywell made up 0.16% of Evernest Financial Advisors's portfolio in Q1 2026, its #91 holding.
Evernest Financial Advisors first reported a position in Honeywell in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's Honeywell position peaked at $1.47M in Q4 2023.
2,793 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.