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LBMC Investment Advisors’s Honeywell HON Stock Holding History

LBMC Investment Advisors’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
-1,654
Closed -$374K – 252
2026
Q1 		$374K Hold
1,654
– – 0.02% 175
2025
Q4 		$323K Sell
1,654
-533
-24% -$104K 0.02% 179
2025
Q3 		$434K Buy
2,187
+876
+67% +$183K 0.03% 149
2025
Q2 		$288K Hold
1,311
– – 0.02% 179
2025
Q1 		$262K Buy
1,311
+150
+13% +$30.4K 0.02% 174
2024
Q4 		$247K Hold
1,161
– – 0.02% 172
2024
Q3 		$226K Hold
1,161
– – 0.02% 180
2024
Q2 		$234K Hold
1,161
– – 0.02% 169
2024
Q1 		$225K Hold
1,161
– – 0.02% 169
2023
Q4 		$229K Buy
+1,161
New +$209K 0.02% 151
2023
Q3 		– Sell
-1,161
Closed -$227K – 161
2023
Q2 		$227K Hold
1,161
– – 0.02% 152
2023
Q1 		$209K Sell
1,161
-33
-3% -$6.21K 0.02% 156
2022
Q4 		$241K Buy
+1,194
New +$228K 0.03% 136
2022
Q2 		– Sell
-1,193
Closed -$219K – 154
2022
Q1 		$219K Sell
1,193
-139
-10% -$25.7K 0.02% 150
2021
Q4 		$262K Sell
1,332
-5,204
-80% -$1.05M 0.02% 142
2021
Q3 		$266K Buy
6,536
+5,343
+448% +$1.14M 0.02% 136
2021
Q2 		$247K Buy
1,193
+32
+3% +$6.76K 0.02% 144
2021
Q1 		$237K Hold
1,161
– – 0.03% 120
2020
Q4 		$233K Buy
+1,161
New +$211K 0.03% 115
2019
Q2 		– Sell
-1,403
Closed -$210K – 99
2019
Q1 		$210K Buy
+1,403
New +$196K 0.03% 92
2018
Q4 		– Sell
-1,463
Closed -$220K – 96
2018
Q3 		$220K Buy
+1,463
New +$207K 0.04% 95
2018
Q1 		– Sell
-1,463
Closed -$203K – 86
2017
Q4 		$203K Buy
+1,463
New +$196K 0.03% 84

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

LBMC Investment Advisors's HON Position: Q2 2026 in Review

LBMC Investment Advisors sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,654 shares — an estimated $374K sold.

LBMC Investment Advisors first reported a position in HON in Q4 2017 and held it in 22 quarters. The position peaked at $434K in Q3 2025. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • LBMC Investment Advisors reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • LBMC Investment Advisors sold 1,654 Honeywell shares in Q2 2026, an estimated $374K.
  • LBMC Investment Advisors first reported a position in Honeywell in Q4 2017 and held it in 22 quarters.
  • LBMC Investment Advisors's Honeywell position peaked at $434K in Q3 2025.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.