Key Financial Inc’s Honeywell HON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$290K Buy
1,282
+71
+6% +$16.2K 0.05% 242
2025
Q4
$236K Sell
1,211
-57
-4% -$11.2K 0.04% 263
2025
Q3
$251K Sell
1,268
-79
-6% -$16.5K 0.05% 254
2025
Q2
$296K Sell
1,347
-85
-6% -$17.2K 0.06% 226
2025
Q1
$286K Hold
1,432
0.06% 218
2024
Q4
$305K Hold
1,432
0.07% 198
2024
Q3
$279K Sell
1,432
-96
-6% -$18.6K 0.06% 211
2024
Q2
$307K Buy
1,528
+85
+6% +$16.2K 0.07% 191
2024
Q1
$279K Hold
1,443
0.07% 194
2023
Q4
$285K Hold
1,443
0.08% 183
2023
Q3
$251K Sell
1,443
-34
-2% -$6.22K 0.08% 180
2023
Q2
$289K Buy
1,477
+55
+4% +$10.2K 0.1% 165
2023
Q1
$256K Hold
1,422
0.09% 170
2022
Q4
$224K Hold
1,422
0.11% 149
2022
Q3
$224K Buy
1,422
+52
+4% +$9.06K 0.11% 151
2022
Q2
$226K Hold
1,370
0.12% 135
2022
Q1
$251K Buy
1,370
+640
+88% +$118K 0.12% 133
2021
Q4
$143K Hold
730
0.07% 183
2021
Q3
$146K Buy
730
+3
+0.4% +$640 0.08% 176
2021
Q2
$160K Buy
727
+85
+13% +$18K 0.09% 175
2021
Q1
$131K Buy
642
+35
+6% +$6.83K 0.09% 171
2020
Q4
$122K Buy
+607
New +$110K 0.09% 165
2020
Q3
Sell
-1,509
Closed -$204K 114
2020
Q2
$204K Hold
1,509
0.23% 95
2020
Q1
$187K Hold
1,509
0.19% 95
2019
Q4
$252K Buy
+1,509
New +$247K 0.24% 89

Other funds holding HON

Key Financial Inc's HON Position: Q1 2026 in Review

Key Financial Inc increased its Honeywell (HON) stake by 5.9% in Q1 2026, buying an estimated $16.2K and bringing the position to 1,282 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #242.

Key Financial Inc first reported a position in HON in Q4 2019 and has held it in 25 quarters since. The position peaked at $307K in Q2 2024. 2,793 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Key Financial Inc held 1,282 shares of Honeywell worth $290K as of Q1 2026.
  • Key Financial Inc bought 71 Honeywell shares in Q1 2026, an estimated $16.2K.
  • Honeywell made up 0.05% of Key Financial Inc's portfolio in Q1 2026, its #242 holding.
  • Key Financial Inc first reported a position in Honeywell in Q4 2019 and has held it in 25 quarters since.
  • Key Financial Inc's Honeywell position peaked at $307K in Q2 2024.
  • 2,793 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.