MFGM
HON icon

Marshall Financial Group (Maryland)’s Honeywell HON Stock Holding History

Marshall Financial Group (Maryland)’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 		$338K Sell
1,512
-1,832
-55% -$409K 0.05% 254
2026
Q1 		$756K Sell
3,344
-478
-13% -$109K 0.12% 158
2025
Q4 		$746K Sell
3,822
-477
-11% -$93.3K 0.14% 167
2025
Q3 		$853K Sell
4,299
-186
-4% -$38.9K 0.17% 146
2025
Q2 		$1.01M Sell
4,485
-104
-2% -$21.1K 0.2% 124
2025
Q1 		$916K Buy
4,589
+97
+2% +$19.6K 0.2% 126
2024
Q4 		$956K Sell
4,492
-26
-0.6% -$5.42K 0.23% 113
2024
Q3 		$880K Buy
+4,518
New +$876K 0.21% 129
2022
Q4 		– Sell
-5,496
Closed -$865K – 183
2022
Q3 		$865K Buy
5,496
+15
+0.3% +$2.61K 0.37% 83
2022
Q2 		$898K Buy
+5,481
New +$984K 0.36% 82
2021
Q4 		– Sell
-2,016
Closed -$403K – 221
2021
Q3 		$403K Hold
2,016
– – 0.21% 130
2021
Q2 		$417K Sell
2,016
-4,441
-69% -$939K 0.23% 128
2021
Q1 		$1.32M Buy
6,457
+121
+2% +$23.6K 0.79% 39
2020
Q4 		$1.27M Buy
+6,336
New +$1.15M 0.83% 35

Other funds holding HON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Marshall Financial Group (Maryland)'s HON Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Honeywell (HON) stake by 55% in Q2 2026, selling an estimated $409K and leaving 1,512 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #254.

Marshall Financial Group (Maryland) first reported a position in HON in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.32M in Q1 2021. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Marshall Financial Group (Maryland) held 1,512 shares of Honeywell worth $338K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 1,832 Honeywell shares in Q2 2026, an estimated $409K.
  • Honeywell made up 0.05% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #254 holding.
  • Marshall Financial Group (Maryland) first reported a position in Honeywell in Q4 2020 and has held it in 14 quarters since.
  • Marshall Financial Group (Maryland)'s Honeywell position peaked at $1.32M in Q1 2021.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.