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Fulcrum Wealth Advisors’s Honeywell HON Stock Holding History

Fulcrum 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 		$1.29M Sell
5,765
-4,307
-43% -$961K 0.99% 26
2026
Q1 		$2.28M Sell
10,072
-2,764
-22% -$632K 1.88% 19
2025
Q4 		$2.5M Buy
+12,836
New +$2.51M 2.06% 19

Other funds holding HON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fulcrum Wealth Advisors's HON Position: Q2 2026 in Review

Fulcrum Wealth Advisors reduced its Honeywell (HON) stake by 43% in Q2 2026, selling an estimated $961K and leaving 5,765 shares worth $1.29M. The position accounts for 0.99% of the portfolio, ranked #26.

Fulcrum Wealth Advisors first reported a position in HON in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.5M in Q4 2025. 2,149 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Fulcrum Wealth Advisors held 5,765 shares of Honeywell worth $1.29M as of Q2 2026.
  • Fulcrum Wealth Advisors sold 4,307 Honeywell shares in Q2 2026, an estimated $961K.
  • Honeywell made up 0.99% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Fulcrum Wealth Advisors first reported a position in Honeywell in Q4 2025 and has held it in 3 quarters since.
  • Fulcrum Wealth Advisors's Honeywell position peaked at $2.5M in Q4 2025.
  • 2,149 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.