LWM
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Lodestone Wealth Management’s Honeywell HON Stock Holding History

Lodestone Wealth 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 		$90.9K Sell
406
-529
-57% -$118K 0.03% 246
2026
Q1 		$211K Buy
935
+3
+0.3% +$686 0.08% 170
2025
Q4 		$182K Buy
+932
New +$182K 0.07% 181
2025
Q3 		– Sell
-950
Closed -$208K – 175
2025
Q2 		$208K Buy
+950
New +$192K 0.1% 162

Other funds holding HON

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lodestone Wealth Management's HON Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Honeywell (HON) stake by 57% in Q2 2026, selling an estimated $118K and leaving 406 shares worth $90.9K. The position accounts for 0.03% of the portfolio, ranked #246.

Lodestone Wealth Management first reported a position in HON in Q2 2025 and has held it in 4 quarters since. The position peaked at $211K in Q1 2026. 839 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Lodestone Wealth Management held 406 shares of Honeywell worth $90.9K as of Q2 2026.
  • Lodestone Wealth Management sold 529 Honeywell shares in Q2 2026, an estimated $118K.
  • Honeywell made up 0.03% of Lodestone Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Lodestone Wealth Management first reported a position in Honeywell in Q2 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's Honeywell position peaked at $211K in Q1 2026.
  • 839 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.