JM2 Capital’s Honeywell HON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$466K Sell
2,082
-2,104
-50% -$469K 0.32% 72
2026
Q1
$946K Hold
4,186
0.78% 33
2025
Q4
$817K Buy
+4,186
New +$819K 0.66% 42

Other funds holding HON

JM2 Capital's HON Position: Q2 2026 in Review

JM2 Capital reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $469K and leaving 2,082 shares worth $466K. The position accounts for 0.32% of the portfolio, ranked #72.

JM2 Capital first reported a position in HON in Q4 2025 and has held it in 3 quarters since. The position peaked at $946K in Q1 2026. 1,243 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • JM2 Capital held 2,082 shares of Honeywell worth $466K as of Q2 2026.
  • JM2 Capital sold 2,104 Honeywell shares in Q2 2026, an estimated $469K.
  • Honeywell made up 0.32% of JM2 Capital's portfolio in Q2 2026, its #72 holding.
  • JM2 Capital first reported a position in Honeywell in Q4 2025 and has held it in 3 quarters since.
  • JM2 Capital's Honeywell position peaked at $946K in Q1 2026.
  • 1,243 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.