IWM
HON icon

Iams Wealth Management’s Honeywell HON Stock Holding History

Iams Wealth 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 		$1.23M Sell
5,473
-5,136
-48% -$1.15M 0.37% 82
2026
Q1 		$2.4M Sell
10,609
-2,152
-17% -$492K 0.84% 37
2025
Q4 		$2.49M Buy
12,761
+129
+1% +$25.2K 0.9% 30
2025
Q3 		$2.51M Buy
12,632
+1,358
+12% +$284K 1.01% 29
2025
Q2 		$2.47M Sell
11,274
-1,062
-9% -$215K 1.14% 24
2025
Q1 		$2.46M Buy
12,336
+797
+7% +$161K 1.13% 24
2024
Q4 		$2.46M Buy
11,539
+819
+8% +$171K 1.12% 24
2024
Q3 		$2.09M Sell
10,720
-34
-0.3% -$6.59K 1.03% 23
2024
Q2 		$2.16M Buy
10,754
+1,223
+13% +$233K 1.19% 19
2024
Q1 		$1.77M Buy
9,531
+494
+5% +$93K 1.08% 25
2023
Q4 		$1.79M Sell
9,037
-361
-4% -$65.1K 1.16% 19
2023
Q3 		$1.64M Buy
+9,398
New +$1.72M 1.13% 28
2023
Q2 		– Sell
-7,763
Closed -$1.44M – 179
2023
Q1 		$1.38M Buy
7,763
+3,051
+65% +$574K 1.15% 22
2022
Q4 		$952K Buy
+4,712
New +$900K 0.97% 26

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

Iams Wealth Management's HON Position: Q2 2026 in Review

Iams Wealth Management reduced its Honeywell (HON) stake by 48% in Q2 2026, selling an estimated $1.15M and leaving 5,473 shares worth $1.23M. The position accounts for 0.37% of the portfolio, ranked #82.

Iams Wealth Management first reported a position in HON in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.51M in Q3 2025. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Iams Wealth Management held 5,473 shares of Honeywell worth $1.23M as of Q2 2026.
  • Iams Wealth Management sold 5,136 Honeywell shares in Q2 2026, an estimated $1.15M.
  • Honeywell made up 0.37% of Iams Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Iams Wealth Management first reported a position in Honeywell in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's Honeywell position peaked at $2.51M in Q3 2025.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.