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Legacy Financial Advisors’s Honeywell HON Stock Holding History

Legacy Financial 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
Q1 		$976K Buy
4,316
+1,226
+40% +$280K 0.14% 130
2025
Q4 		$603K Sell
3,090
-340
-10% -$66.5K 0.08% 196
2025
Q3 		$680K Sell
3,430
-519
-13% -$108K 0.09% 192
2025
Q2 		$867K Buy
3,949
+6
+0.2% +$1.21K 0.14% 130
2025
Q1 		$787K Sell
3,943
-15
-0.4% -$3.04K 0.13% 137
2024
Q4 		$843K Buy
3,958
+336
+9% +$70.1K 0.14% 118
2024
Q3 		$706K Buy
3,622
+324
+10% +$62.8K 0.12% 153
2024
Q2 		$664K Buy
3,298
+115
+4% +$21.9K 0.12% 144
2024
Q1 		$616K Buy
3,183
+209
+7% +$39.4K 0.11% 154
2023
Q4 		$588K Sell
2,974
-3,025
-50% -$545K 0.11% 144
2023
Q3 		$1.04M Buy
5,999
+788
+15% +$144K 0.21% 64
2023
Q2 		$1.02M Buy
5,211
+676
+15% +$126K 0.19% 68
2023
Q1 		$817K Sell
4,535
-469
-9% -$88.2K 0.17% 70
2022
Q4 		$1.01M Buy
5,004
+829
+20% +$158K 0.22% 58
2022
Q3 		$657K Buy
4,175
+275
+7% +$47.9K 0.16% 74
2022
Q2 		$639K Buy
3,900
+63
+2% +$11.3K 0.16% 71
2022
Q1 		$704K Buy
3,837
+442
+13% +$81.8K 0.16% 70
2021
Q4 		$667K Sell
3,395
-325
-9% -$65.6K 0.15% 66
2021
Q3 		$744K Buy
3,720
+497
+15% +$106K 0.18% 54
2021
Q2 		$666K Buy
3,223
+415
+15% +$87.7K 0.17% 53
2021
Q1 		$575K Buy
2,808
+393
+16% +$76.7K 0.16% 58
2020
Q4 		$484K Buy
2,415
+322
+15% +$58.5K 0.14% 65
2020
Q3 		$325K Buy
+2,093
New +$311K 0.1% 81
2019
Q2 		– Sell
-456
Closed -$68K – 452
2019
Q1 		$68K Sell
456
-10
-2% -$1.4K 0.02% 226
2018
Q4 		$58K Sell
466
-78
-14% -$10.6K 0.02% 219
2018
Q3 		$81K Sell
544
-174
-24% -$24.7K 0.03% 197
2018
Q2 		$96K Buy
718
+68
+10% +$9.05K 0.04% 170
2018
Q1 		$85K Sell
650
-20
-3% -$2.77K 0.03% 182
2017
Q4 		$92K Buy
+670
New +$89.9K 0.04% 186

Other funds holding HON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Legacy Financial Advisors's HON Position: Q1 2026 in Review

Legacy Financial Advisors increased its Honeywell (HON) stake by 40% in Q1 2026, buying an estimated $280K and bringing the position to 4,316 shares worth $976K. The position accounts for 0.14% of the portfolio, ranked #130.

Legacy Financial Advisors first reported a position in HON in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.04M in Q3 2023. 2,796 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Legacy Financial Advisors held 4,316 shares of Honeywell worth $976K as of Q1 2026.
  • Legacy Financial Advisors bought 1,226 Honeywell shares in Q1 2026, an estimated $280K.
  • Honeywell made up 0.14% of Legacy Financial Advisors's portfolio in Q1 2026, its #130 holding.
  • Legacy Financial Advisors first reported a position in Honeywell in Q4 2017 and has held it in 29 quarters since.
  • Legacy Financial Advisors's Honeywell position peaked at $1.04M in Q3 2023.
  • 2,796 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.