Godshalk Welsh Capital Management’s Honeywell HON Stock Holding History

Godshalk Welsh Capital Management’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	$343K	Sell	1,530 -1,530	-50%	-$341K	0.18%	108
2026 Q1	$692K	Buy	3,060 +100	+3%	+$22.9K	0.4%	74
2025 Q4	$577K	Sell	2,960 -5	-0.2%	-$978	0.33%	82
2025 Q3	$588K	Hold	2,965	–	–	0.34%	83
2025 Q2	$651K	Buy	+2,965	New	+$600K	0.4%	74
2024 Q1	–	Sell	-1,034	Closed	-$204K	–	122
2023 Q4	$204K	Buy	+1,034	New	+$186K	0.15%	117
2023 Q3	–	Sell	-1,034	Closed	-$202K	–	117
2023 Q2	$202K	Buy	+1,034	New	+$192K	0.14%	115
2023 Q1	–	Sell	-1,088	Closed	-$220K	–	119
2022 Q4	$220K	Sell	1,088 -184	-14%	-$35.2K	0.16%	110
2022 Q3	$200K	Buy	+1,272	New	+$222K	0.15%	117
2022 Q1	–	Sell	-1,088	Closed	-$214K	–	117
2021 Q4	$214K	Hold	1,088	–	–	0.12%	113
2021 Q3	$218K	Hold	1,088	–	–	0.14%	112
2021 Q2	$239K	Hold	1,088	–	–	0.15%	112
2021 Q1	$222K	Sell	1,088 -106	-9%	-$20.7K	0.15%	111
2020 Q4	$239K	Buy	+1,194	New	+$217K	0.18%	104
2020 Q1	–	Sell	-1,220	Closed	-$204K	–	106
2019 Q4	$204K	Buy	+1,220	New	+$199K	0.17%	110
2019 Q3	–	Sell	-1,220	Closed	-$201K	–	111
2019 Q2	$201K	Buy	+1,220	New	+$194K	0.19%	107
2015 Q1	–	Sell	-1,502	Closed	-$135K	–	185
2014 Q4	$135K	Buy	+1,502	New	+$129K	0.12%	155

Other funds holding HON

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 $1.88T AUM 44.46% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Godshalk Welsh Capital Management's HON Position: Q2 2026 in Review

Godshalk Welsh Capital Management reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $341K and leaving 1,530 shares worth $343K. The position accounts for 0.18% of the portfolio, ranked #108.

Godshalk Welsh Capital Management first reported a position in HON in Q4 2014 and has held it in 17 quarters since. The position peaked at $692K in Q1 2026. 2,168 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Godshalk Welsh Capital Management held 1,530 shares of Honeywell worth $343K as of Q2 2026.
Godshalk Welsh Capital Management sold 1,530 Honeywell shares in Q2 2026, an estimated $341K.
Honeywell made up 0.18% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #108 holding.
Godshalk Welsh Capital Management first reported a position in Honeywell in Q4 2014 and has held it in 17 quarters since.
Godshalk Welsh Capital Management's Honeywell position peaked at $692K in Q1 2026.
2,168 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.