Ledgewood Wealth Advisors’s Honeywell HON Stock Holding History

Ledgewood Wealth 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	$211K	Sell	942 -943	-50%	-$210K	0.11%	70
2026 Q1	$426K	Hold	1,885	–	–	0.24%	50
2025 Q4	$368K	Sell	1,885 -115	-6%	-$22.5K	0.21%	52
2025 Q3	$397K	Hold	2,000	–	–	0.23%	51
2025 Q2	$439K	Hold	2,000	–	–	0.28%	45
2025 Q1	$399K	Hold	2,000	–	–	0.26%	45
2024 Q4	$426K	Hold	2,000	–	–	0.27%	45
2024 Q3	$390K	Hold	2,000	–	–	0.26%	50
2024 Q2	$403K	Hold	2,000	–	–	0.35%	36
2024 Q1	$387K	Hold	2,000	–	–	0.36%	39
2023 Q4	$395K	Buy	+2,000	New	+$361K	0.36%	39

Other funds holding HON

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ledgewood Wealth Advisors's HON Position: Q2 2026 in Review

Ledgewood Wealth Advisors reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $210K and leaving 942 shares worth $211K. The position accounts for 0.11% of the portfolio, ranked #70.

Ledgewood Wealth Advisors first reported a position in HON in Q4 2023 and has held it in 11 quarters since. The position peaked at $439K in Q2 2025. 310 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Ledgewood Wealth Advisors held 942 shares of Honeywell worth $211K as of Q2 2026.
Ledgewood Wealth Advisors sold 943 Honeywell shares in Q2 2026, an estimated $210K.
Honeywell made up 0.11% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Ledgewood Wealth Advisors first reported a position in Honeywell in Q4 2023 and has held it in 11 quarters since.
Ledgewood Wealth Advisors's Honeywell position peaked at $439K in Q2 2025.
310 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.