LWM Advisory Services’s Honeywell HON Stock Holding History

LWM Advisory Services’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	–	Sell	-1,052	Closed	-$205K	–	80
2025 Q4	$205K	Buy	+1,052	New	+$206K	0.12%	82

Other funds holding HON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

LWM Advisory Services's HON Position: Q1 2026 in Review

LWM Advisory Services sold out of Honeywell (HON) in Q1 2026, closing a stake of 1,052 shares — an estimated $205K sold.

LWM Advisory Services first reported a position in HON in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 2,793 funds tracked by Wall St. Rank hold HON as of Q1 2026.

LWM Advisory Services reported no remaining Honeywell position as of Q1 2026 after selling out during the quarter.
LWM Advisory Services sold 1,052 Honeywell shares in Q1 2026, an estimated $205K.
LWM Advisory Services first reported a position in Honeywell in Q4 2025 and held it in 1 quarter.
LWM Advisory Services's Honeywell position peaked at $205K in Q4 2025.
2,793 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.