Legacy Financial Strategies’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $548K | Sell |
2,448
-2,457
| -50% | -$548K | 0.08% | 84 |
|
|
2026
Q1 | $1.11M | Sell |
4,905
-3
| -0.1% | -$686 | 0.2% | 56 |
|
|
2025
Q4 | $958K | Sell |
4,908
-238
| -5% | -$46.6K | 0.17% | 64 |
|
|
2025
Q3 | $1.02M | Buy |
5,146
+11
| +0.2% | +$2.3K | 0.18% | 62 |
|
|
2025
Q2 | $1.13M | Buy |
5,135
+36
| +0.7% | +$7.29K | 0.22% | 56 |
|
|
2025
Q1 | $1.02M | Sell |
5,099
-3
| -0.1% | -$607 | 0.22% | 50 |
|
|
2024
Q4 | $1.08M | Buy |
5,102
+16
| +0.3% | +$3.34K | 0.23% | 50 |
|
|
2024
Q3 | $991K | Sell |
5,086
-5
| -0.1% | -$970 | 0.22% | 50 |
|
|
2024
Q2 | $1.02M | Sell |
5,091
-254
| -5% | -$48.3K | 0.25% | 46 |
|
|
2024
Q1 | $1.03M | Buy |
5,345
+16
| +0.3% | +$3.01K | 0.27% | 45 |
|
|
2023
Q4 | $1.05M | Hold |
5,329
| – | – | 0.3% | 44 |
|
|
2023
Q3 | $927K | Sell |
5,329
-425
| -7% | -$77.8K | 0.3% | 44 |
|
|
2023
Q2 | $1.13M | Buy |
5,754
+287
| +5% | +$53.3K | 0.38% | 41 |
|
|
2023
Q1 | $985K | Hold |
5,467
| – | – | 0.37% | 42 |
|
|
2022
Q4 | $1.1M | Sell |
5,467
-106
| -2% | -$20.3K | 0.46% | 42 |
|
|
2022
Q3 | $877K | Sell |
5,573
-1,168
| -17% | -$203K | 0.41% | 40 |
|
|
2022
Q2 | $1.1M | Sell |
6,741
-184
| -3% | -$33K | 0.55% | 40 |
|
|
2022
Q1 | $1.27M | Hold |
6,925
| – | – | 0.54% | 41 |
|
|
2021
Q4 | $1.36M | Hold |
6,925
| – | – | 0.59% | 36 |
|
|
2021
Q3 | $1.39M | Buy |
6,925
+10
| +0.1% | +$2.13K | 0.65% | 33 |
|
|
2021
Q2 | $1.43M | Buy |
6,915
+2,441
| +55% | +$516K | 0.68% | 29 |
|
|
2021
Q1 | $915K | Hold |
4,474
| – | – | 0.48% | 40 |
|
|
2020
Q4 | $897K | Hold |
4,474
| – | – | 0.46% | 36 |
|
|
2020
Q3 | $694K | Hold |
4,474
| – | – | 0.4% | 42 |
|
|
2020
Q2 | $610K | Hold |
4,474
| – | – | 0.47% | 37 |
|
|
2020
Q1 | $564K | Sell |
4,474
-425
| -9% | -$65.7K | 0.54% | 36 |
|
|
2019
Q4 | $817K | Sell |
4,899
-37
| -0.7% | -$6.05K | 0.66% | 30 |
|
|
2019
Q3 | $803K | Buy |
4,936
+425
| +9% | +$67.6K | 0.71% | 24 |
|
|
2019
Q2 | $742K | Hold |
4,511
| – | – | 0.69% | 22 |
|
|
2019
Q1 | $676K | Sell |
4,511
-213
| -5% | -$29.8K | 0.58% | 27 |
|
|
2018
Q4 | $588K | Sell |
4,724
-204
| -4% | -$27.8K | 0.58% | 20 |
|
|
2018
Q3 | $657K | Sell |
4,928
-34
| -0.7% | -$4.82K | 0.67% | 14 |
|
|
2018
Q2 | $646K | Sell |
4,962
-110
| -2% | -$14.6K | 0.58% | 23 |
|
|
2018
Q1 | $662K | Sell |
5,072
-80
| -2% | -$11.1K | 0.65% | 22 |
|
|
2017
Q4 | $714K | Buy |
+5,152
| New | +$691K | 0.76% | 21 |
|
Other funds holding HON
Legacy Financial Strategies's HON Position: Q2 2026 in Review
Legacy Financial Strategies reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $548K and leaving 2,448 shares worth $548K. The position accounts for 0.08% of the portfolio, ranked #84.
Legacy Financial Strategies first reported a position in HON in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.43M in Q2 2021. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.
- Legacy Financial Strategies held 2,448 shares of Honeywell worth $548K as of Q2 2026.
- Legacy Financial Strategies sold 2,457 Honeywell shares in Q2 2026, an estimated $548K.
- Honeywell made up 0.08% of Legacy Financial Strategies's portfolio in Q2 2026, its #84 holding.
- Legacy Financial Strategies first reported a position in Honeywell in Q4 2017 and has held it in 35 quarters since.
- Legacy Financial Strategies's Honeywell position peaked at $1.43M in Q2 2021.
- 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.
Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.