FSM Wealth Advisors’s Honeywell HON Stock Holding History

FSM Wealth 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 Q2	$371K	Sell	1,659 -1,644	-50%	-$367K	0.04%	227
2026 Q1	$747K	Sell	3,303 -928	-22%	-$212K	0.1%	122
2025 Q4	$825K	Sell	4,231 -209	-5%	-$40.9K	0.11%	102
2025 Q3	$881K	Sell	4,440 -54	-1%	-$11.3K	0.12%	100
2025 Q2	$1.01M	Buy	4,494 +1,489	+50%	+$301K	0.16%	90
2025 Q1	$600K	Buy	3,005 +164	+6%	+$33.2K	0.13%	94
2024 Q4	$596K	Sell	2,841 -143	-5%	-$29.8K	0.15%	88
2024 Q3	$581K	Buy	2,984 +126	+4%	+$24.4K	0.15%	84
2024 Q2	$575K	Buy	2,858 +6	+0.2%	+$1.14K	0.19%	78
2024 Q1	$552K	Buy	2,852 +191	+7%	+$36K	0.2%	82
2023 Q4	$526K	Sell	2,661 -251	-9%	-$45.3K	0.22%	78
2023 Q3	$507K	Sell	2,912 -1,378	-32%	-$252K	0.26%	76
2023 Q2	$844K	Sell	4,290 -142	-3%	-$26.4K	0.42%	49
2023 Q1	$798K	Buy	4,432 +413	+10%	+$77.7K	0.46%	45
2022 Q4	$812K	Sell	4,019 -463	-10%	-$88.5K	0.58%	43
2022 Q3	$705K	Buy	4,482 +1,908	+74%	+$332K	0.59%	46
2022 Q2	$471K	Buy	+2,574	New	+$462K	0.47%	57

Other funds holding HON

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return