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Lakeridge Wealth Management’s Honeywell HON Stock Holding History

Lakeridge 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 		– Sell
-1,179
Closed -$266K – 189
2026
Q1 		$266K Buy
1,179
+26
+2% +$5.94K 0.11% 141
2025
Q4 		$225K Sell
1,153
-16
-1% -$3.13K 0.1% 149
2025
Q3 		$232K Sell
1,169
-14
-1% -$2.92K 0.1% 134
2025
Q2 		$260K Buy
1,183
+11
+0.9% +$2.23K 0.12% 130
2025
Q1 		$234K Buy
1,172
+17
+1% +$3.44K 0.12% 136
2024
Q4 		$246K Buy
1,155
+5
+0.4% +$1.04K 0.13% 134
2024
Q3 		$224K Buy
1,150
+6
+0.5% +$1.16K 0.12% 142
2024
Q2 		$230K Buy
1,144
+9
+0.8% +$1.71K 0.14% 127
2024
Q1 		$220K Buy
1,135
+3
+0.3% +$565 0.14% 123
2023
Q4 		$224K Buy
+1,132
New +$204K 0.16% 115

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

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

Lakeridge Wealth Management sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,179 shares — an estimated $266K sold.

Lakeridge Wealth Management first reported a position in HON in Q4 2023 and held it in 10 quarters. The position peaked at $266K in Q1 2026. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Lakeridge Wealth Management reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Lakeridge Wealth Management sold 1,179 Honeywell shares in Q2 2026, an estimated $266K.
  • Lakeridge Wealth Management first reported a position in Honeywell in Q4 2023 and held it in 10 quarters.
  • Lakeridge Wealth Management's Honeywell position peaked at $266K in Q1 2026.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.