BFC Planning, Inc.’s Honeywell HON Stock Holding History

BFC Planning, Inc.’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	$2.17M	Sell	9,700 -7,142	-42%	-$1.59M	0.09%	229
2026 Q1	$3.81M	Buy	16,842 +2,253	+15%	+$515K	0.17%	121
2025 Q4	$2.85M	Buy	14,589 +10,420	+250%	+$2.04M	0.13%	163
2025 Q3	$827K	Buy	+4,169	New	+$871K	0.06%	268
2025 Q2	–	Sell	-3,875	Closed	-$773K	–	2750
2025 Q1	$773K	Sell	3,875 -191	-5%	-$38.6K	0.07%	250
2024 Q4	$866K	Buy	+4,066	New	+$848K	0.07%	223

Other funds holding HON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BFC Planning, Inc.'s HON Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Honeywell (HON) stake by 42% in Q2 2026, selling an estimated $1.59M and leaving 9,700 shares worth $2.17M. The position accounts for 0.09% of the portfolio, ranked #229.

BFC Planning, Inc. first reported a position in HON in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.81M in Q1 2026. 2,189 funds tracked by Wall St. Rank hold HON as of Q2 2026.

BFC Planning, Inc. held 9,700 shares of Honeywell worth $2.17M as of Q2 2026.
BFC Planning, Inc. sold 7,142 Honeywell shares in Q2 2026, an estimated $1.59M.
Honeywell made up 0.09% of BFC Planning, Inc.'s portfolio in Q2 2026, its #229 holding.
BFC Planning, Inc. first reported a position in Honeywell in Q4 2024 and has held it in 6 quarters since.
BFC Planning, Inc.'s Honeywell position peaked at $3.81M in Q1 2026.
2,189 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.