Letson Investment Management’s Honeywell HON Stock Holding History

Letson Investment 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	$677K	Sell	2,917 -2,917	-50%	-$651K	0.25%	62
2026 Q1	$1.32M	Hold	5,834	–	–	0.51%	48
2025 Q4	$1.14M	Sell	5,834 -356	-6%	-$69.6K	0.42%	49
2025 Q3	$1.23M	Hold	6,190	–	–	0.44%	48
2025 Q2	$1.36M	Hold	6,190	–	–	0.54%	46
2025 Q1	$1.24M	Hold	6,190	–	–	0.5%	45
2024 Q4	$1.32M	Hold	6,190	–	–	0.53%	45
2024 Q3	$1.21M	Hold	6,190	–	–	0.47%	48
2024 Q2	$1.25M	Hold	6,190	–	–	0.55%	45
2024 Q1	$1.2M	Hold	6,190	–	–	0.51%	47
2023 Q4	$1.22M	Buy	+6,190	New	+$1.12M	0.57%	45

Other funds holding HON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Letson Investment Management's HON Position: Q2 2026 in Review

Letson Investment Management reduced its Honeywell (HON) stake by 50% in Q2 2026, selling an estimated $651K and leaving 2,917 shares worth $677K. The position accounts for 0.25% of the portfolio, ranked #62.

Letson Investment Management first reported a position in HON in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q2 2025. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Letson Investment Management held 2,917 shares of Honeywell worth $677K as of Q2 2026.
Letson Investment Management sold 2,917 Honeywell shares in Q2 2026, an estimated $651K.
Honeywell made up 0.25% of Letson Investment Management's portfolio in Q2 2026, its #62 holding.
Letson Investment Management first reported a position in Honeywell in Q4 2023 and has held it in 11 quarters since.
Letson Investment Management's Honeywell position peaked at $1.36M in Q2 2025.
2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.