LOWM
HON icon

Laurel Oak Wealth Management’s Honeywell HON Stock Holding History

Laurel Oak 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
-999
Closed -$226K – 389
2026
Q1 		$226K Sell
999
-42
-4% -$9.6K 0.04% 319
2025
Q4 		$203K Buy
+1,041
New +$204K 0.03% 343

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

Laurel Oak Wealth Management's HON Position: Q2 2026 in Review

Laurel Oak Wealth Management sold out of Honeywell (HON) in Q2 2026, closing a stake of 999 shares — an estimated $226K sold.

Laurel Oak Wealth Management first reported a position in HON in Q4 2025 and held it in 2 quarters. The position peaked at $226K in Q1 2026. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Laurel Oak Wealth Management reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Laurel Oak Wealth Management sold 999 Honeywell shares in Q2 2026, an estimated $226K.
  • Laurel Oak Wealth Management first reported a position in Honeywell in Q4 2025 and held it in 2 quarters.
  • Laurel Oak Wealth Management's Honeywell position peaked at $226K in Q1 2026.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.