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LifeSteps Financial’s Honeywell HON Stock Holding History

LifeSteps Financial’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 		$109K Buy
+489
New +$109K 0.05% 143
2024
Q2 		– Sell
-590
Closed -$114K – 217
2024
Q1 		$114K Buy
+590
New +$111K 0.09% 104

Other funds holding HON

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

LifeSteps Financial's HON Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Honeywell (HON) in Q2 2026: 489 shares worth $109K. The stake represents 0.05% of the portfolio and ranks #143 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in HON as recently as Q1 2024.

LifeSteps Financial first reported a position in HON in Q1 2024 and has held it in 2 quarters since. The position peaked at $114K in Q1 2024. 609 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • LifeSteps Financial held 489 shares of Honeywell worth $109K as of Q2 2026.
  • Honeywell was a new LifeSteps Financial position in Q2 2026.
  • Honeywell made up 0.05% of LifeSteps Financial's portfolio in Q2 2026, its #143 holding.
  • LifeSteps Financial first reported a position in Honeywell in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Honeywell position peaked at $114K in Q1 2024.
  • 609 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.