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Medallion Wealth Advisors’s Honeywell HON Stock Holding History

Medallion Wealth Advisors’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 		$425K Buy
1,881
+400
+27% +$91.4K 0.14% 146
2025
Q4 		$289K Buy
1,481
+636
+75% +$124K 0.1% 195
2025
Q3 		$168K Hold
845
– – 0.06% 255
2025
Q2 		$190K Sell
845
-17
-2% -$3.44K 0.07% 237
2025
Q1 		$173K Buy
862
+22
+3% +$4.45K 0.08% 218
2024
Q4 		$179K Buy
+840
New +$175K 0.09% 198

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

Medallion Wealth Advisors's HON Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Honeywell (HON) stake by 27% in Q1 2026, buying an estimated $91.4K and bringing the position to 1,881 shares worth $425K. The position accounts for 0.14% of the portfolio, ranked #146.

Medallion Wealth Advisors first reported a position in HON in Q4 2024 and has held it in 6 quarters since. 2,796 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Medallion Wealth Advisors held 1,881 shares of Honeywell worth $425K as of Q1 2026.
  • Medallion Wealth Advisors bought 400 Honeywell shares in Q1 2026, an estimated $91.4K.
  • Honeywell made up 0.14% of Medallion Wealth Advisors's portfolio in Q1 2026, its #146 holding.
  • Medallion Wealth Advisors first reported a position in Honeywell in Q4 2024 and has held it in 6 quarters since.
  • 2,796 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.