LWM
HON icon

Lyell Wealth Management’s Honeywell HON Stock Holding History

Lyell 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
Q1 		$11.5M Buy
51,035
+2,076
+4% +$474K 0.85% 42
2025
Q4 		$9.55M Sell
48,959
-7,917
-14% -$1.55M 0.69% 51
2025
Q3 		$11.3M Buy
56,876
+934
+2% +$195K 0.84% 41
2025
Q2 		$12.3M Buy
55,942
+1,030
+2% +$208K 0.97% 37
2025
Q1 		$11M Buy
54,912
+622
+1% +$126K 1.02% 33
2024
Q4 		$11.6M Buy
54,290
+1,305
+2% +$272K 1.04% 31
2024
Q3 		$10.3M Buy
52,985
+1,064
+2% +$206K 0.94% 35
2024
Q2 		$10.4M Buy
51,921
+711
+1% +$135K 1% 31
2024
Q1 		$9.91M Sell
51,210
-1,964
-4% -$370K 1.01% 33
2023
Q4 		$10.5M Buy
53,174
+265
+0.5% +$47.8K 1.19% 28
2023
Q3 		$9.21M Sell
52,909
-2,488
-4% -$455K 1.24% 28
2023
Q2 		$10.8M Buy
55,397
+857
+2% +$159K 1.38% 21
2023
Q1 		$9.82M Sell
54,540
-1,644
-3% -$309K 1.38% 21
2022
Q4 		$11.3M Buy
56,184
+745
+1% +$142K 1.79% 13
2022
Q3 		$8.72M Buy
55,439
+1,199
+2% +$209K 1.49% 16
2022
Q2 		$8.89M Sell
54,240
-415
-0.8% -$74.5K 1.45% 18
2022
Q1 		$10M Buy
54,655
+262
+0.5% +$48.5K 1.29% 25
2021
Q4 		$10.7M Buy
54,393
+1,024
+2% +$207K 1.22% 29
2021
Q3 		$10.7M Buy
53,369
+591
+1% +$126K 1.3% 29
2021
Q2 		$10.9M Buy
52,778
+1,657
+3% +$350K 1.35% 27
2021
Q1 		$10.5M Buy
51,121
+5,927
+13% +$1.16M 1.52% 21
2020
Q4 		$9.06M Buy
45,194
+2,878
+7% +$523K 1.45% 30
2020
Q3 		$6.57M Buy
42,316
+1,666
+4% +$248K 1.23% 33
2020
Q2 		$5.54M Buy
40,650
+1,909
+5% +$253K 1.22% 35
2020
Q1 		$4.88M Buy
38,741
+1,533
+4% +$237K 1.46% 28
2019
Q4 		$6.21M Buy
37,208
+1,363
+4% +$223K 1.66% 23
2019
Q3 		$5.72M Buy
35,845
+2,303
+7% +$366K 1.72% 21
2019
Q2 		$5.52M Buy
33,542
+1,089
+3% +$173K 1.66% 20
2019
Q1 		$4.86M Buy
32,453
+706
+2% +$98.7K 1.62% 22
2018
Q4 		$3.95M Sell
31,747
-934
-3% -$128K 1.65% 21
2018
Q3 		$4.91M Sell
32,681
-68
-0.2% -$9.64K 1.65% 18
2018
Q2 		$4.26M Buy
32,749
+587
+2% +$78.1K 1.56% 22
2018
Q1 		$4.2M Buy
32,162
+1,340
+4% +$185K 1.55% 24
2017
Q4 		$4.27M Buy
30,822
+470
+2% +$63K 1.7% 19
2017
Q3 		$3.89M Buy
30,352
+969
+3% +$120K 1.68% 17
2017
Q2 		$3.54M Buy
29,383
+858
+3% +$101K 1.72% 16
2017
Q1 		$3.22M Buy
28,525
+465
+2% +$51.3K 1.74% 16
2016
Q4 		$2.94M Buy
+28,060
New +$2.85M 1.82% 11

Other funds holding HON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Lyell Wealth Management's HON Position: Q1 2026 in Review

Lyell Wealth Management increased its Honeywell (HON) stake by 4.2% in Q1 2026, buying an estimated $474K and bringing the position to 51,035 shares worth $11.5M. The position accounts for 0.85% of the portfolio, ranked #42.

Lyell Wealth Management first reported a position in HON in Q4 2016 and has held it in 38 quarters since. The position peaked at $12.3M in Q2 2025. 2,796 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Lyell Wealth Management held 51,035 shares of Honeywell worth $11.5M as of Q1 2026.
  • Lyell Wealth Management bought 2,076 Honeywell shares in Q1 2026, an estimated $474K.
  • Honeywell made up 0.85% of Lyell Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Lyell Wealth Management first reported a position in Honeywell in Q4 2016 and has held it in 38 quarters since.
  • Lyell Wealth Management's Honeywell position peaked at $12.3M in Q2 2025.
  • 2,796 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.