HWA
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HHM Wealth Advisors’s Honeywell HON Stock Holding History

HHM 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 		– Sell
-1,108
Closed -$250K – 928
2026
Q1 		$250K Buy
1,108
+55
+5% +$12.6K 0.03% 168
2025
Q4 		$205K Sell
1,053
-143
-12% -$28K 0.02% 194
2025
Q3 		$237K Hold
1,196
– – 0.03% 182
2025
Q2 		$262K Buy
1,196
+76
+7% +$15.4K 0.03% 172
2025
Q1 		$224K Buy
1,120
+18
+2% +$3.64K 0.03% 172
2024
Q4 		$235K Buy
1,102
+18
+2% +$3.75K 0.03% 174
2024
Q3 		$211K Sell
1,084
-9
-0.8% -$1.75K 0.03% 162
2024
Q2 		$220K Buy
1,093
+81
+8% +$15.4K 0.03% 159
2024
Q1 		$196K Hold
1,012
– – 0.03% 150
2023
Q4 		$200K Buy
1,012
+127
+14% +$22.9K 0.03% 140
2023
Q3 		$154K Buy
885
+81
+10% +$14.8K 0.03% 153
2023
Q2 		$157K Sell
804
-12
-1% -$2.23K 0.03% 160
2023
Q1 		$147K Buy
816
+19
+2% +$3.57K 0.03% 160
2022
Q4 		$161K Buy
797
+12
+2% +$2.29K 0.04% 133
2022
Q3 		$124K Sell
785
-613
-44% -$107K 0.03% 153
2022
Q2 		$229K Buy
1,398
+70
+5% +$12.6K 0.06% 119
2022
Q1 		$244K Sell
1,328
-435
-25% -$80.5K 0.06% 132
2021
Q4 		$347K Buy
1,763
+541
+44% +$109K 0.08% 91
2021
Q3 		$245K Sell
1,222
-7
-0.6% -$1.49K 0.07% 112
2021
Q2 		$254K Hold
1,229
– – 0.07% 115
2021
Q1 		$251K Buy
1,229
+16
+1% +$3.12K 0.08% 97
2020
Q4 		$243K Buy
1,213
+186
+18% +$33.8K 0.08% 91
2020
Q3 		$159K Buy
1,027
+325
+46% +$48.3K 0.06% 102
2020
Q2 		$96K Sell
702
-411
-37% -$54.4K 0.04% 144
2020
Q1 		$140K Buy
+1,113
New +$172K 0.07% 96

Other funds holding HON

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,108 shares — an estimated $250K sold.

HHM Wealth Advisors first reported a position in HON in Q1 2020 and held it in 25 quarters. The position peaked at $347K in Q4 2021. 646 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,108 Honeywell shares in Q2 2026, an estimated $250K.
  • HHM Wealth Advisors first reported a position in Honeywell in Q1 2020 and held it in 25 quarters.
  • HHM Wealth Advisors's Honeywell position peaked at $347K in Q4 2021.
  • 646 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

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