Michael J. Puzo’s Honeywell HON Stock Holding History

Michael J. Puzo’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	-1,123	Closed	-$219K	–	70
2025 Q4	$219K	Sell	1,123 -69	-6%	-$13.5K	0.06%	70
2025 Q3	$236K	Hold	1,192	–	–	0.06%	68
2025 Q2	$262K	Sell	1,192 -265	-18%	-$53.6K	0.07%	62
2025 Q1	$291K	Hold	1,457	–	–	0.08%	61
2024 Q4	$310K	Sell	1,457 -86	-6%	-$17.9K	0.09%	62
2024 Q3	$301K	Sell	1,543 -95	-6%	-$18.4K	0.08%	66
2024 Q2	$330K	Sell	1,638 -117	-7%	-$22.3K	0.09%	61
2024 Q1	$339K	Sell	1,755 -1,961	-53%	-$369K	0.09%	64
2023 Q4	$734K	Sell	3,716 -4,939	-57%	-$890K	0.23%	48
2023 Q3	$1.51M	Sell	8,655 -9,726	-53%	-$1.78M	0.51%	39
2023 Q2	$3.59M	Sell	18,381 -149	-0.8%	-$27.7K	1.14%	32
2023 Q1	$3.34M	Buy	18,530 +75	+0.4%	+$14.1K	1.11%	32
2022 Q4	$3.73M	Buy	18,455 +318	+2%	+$60.8K	1.35%	28
2022 Q3	$2.85M	Sell	18,137 -57	-0.3%	-$9.93K	1.09%	33
2022 Q2	$2.98M	Buy	18,194 +308	+2%	+$55.3K	1.06%	34
2022 Q1	$3.28M	Buy	17,886 +2,569	+17%	+$475K	0.99%	36
2021 Q4	$3.01M	Buy	15,317 +1,320	+9%	+$266K	0.85%	38
2021 Q3	$2.8M	Buy	13,997 +2,313	+20%	+$493K	0.89%	38
2021 Q2	$2.42M	Buy	11,684 +2,037	+21%	+$431K	0.75%	39
2021 Q1	$1.97M	Buy	9,647 +3,633	+60%	+$709K	0.63%	40
2020 Q4	$1.21M	Buy	6,014 +2,149	+56%	+$390K	0.39%	46
2020 Q3	$599K	Buy	3,865 +1,618	+72%	+$240K	0.21%	53
2020 Q2	$306K	Buy	+2,247	New	+$297K	0.11%	67
2020 Q1	–	Sell	-1,329	Closed	-$222K	–	73
2019 Q4	$222K	Hold	1,329	–	–	0.08%	76
2019 Q3	$212K	Sell	1,329 -117	-8%	-$18.6K	0.08%	77
2019 Q2	$238K	Hold	1,446	–	–	0.09%	78
2019 Q1	$217K	Buy	+1,446	New	+$202K	0.08%	73
2018 Q4	–	Sell	-1,509	Closed	-$224K	–	79
2018 Q3	$224K	Buy	+1,509	New	+$214K	0.08%	81
2018 Q1	–	Sell	-1,673	Closed	-$232K	–	80
2017 Q4	$232K	Sell	1,673 -1,962	-54%	-$263K	0.1%	76
2017 Q3	$465K	Sell	3,635 -26	-0.7%	-$3.23K	0.24%	59
2017 Q2	$441K	Sell	3,661 -55	-1%	-$6.49K	0.24%	59
2017 Q1	$419K	Hold	3,716	–	–	0.23%	62
2016 Q4	$389K	Sell	3,716 -20	-0.5%	-$2.03K	0.23%	66
2016 Q3	$392K	Sell	3,736 -11	-0.3%	-$1.15K	0.23%	66
2016 Q2	$391K	Sell	3,747 -251	-6%	-$25.8K	0.26%	63
2016 Q1	$403K	Hold	3,998	–	–	0.27%	63
2015 Q4	$372K	Sell	3,998 -180	-4%	-$16.5K	0.26%	65
2015 Q3	$356K	Hold	4,178	–	–	0.25%	67
2015 Q2	$382K	Sell	4,178 -22	-0.5%	-$2.05K	0.25%	68
2015 Q1	$394K	Buy	4,200 +2,172	+107%	+$199K	0.25%	67
2014 Q4	$182K	Buy	2,028 +100	+5%	+$8.6K	0.12%	81
2014 Q3	$162K	Buy	1,928 +151	+8%	+$12.8K	0.11%	81
2014 Q2	$149K	Hold	1,777	–	–	0.1%	77
2014 Q1	$148K	Buy	+1,777	New	+$147K	0.11%	73

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

Michael J. Puzo's HON Position: Q1 2026 in Review

Michael J. Puzo sold out of Honeywell (HON) in Q1 2026, closing a stake of 1,123 shares — an estimated $219K sold.

Michael J. Puzo first reported a position in HON in Q1 2014 and held it in 44 quarters. The position peaked at $3.73M in Q4 2022. 2,793 funds tracked by Wall St. Rank hold HON as of Q1 2026.

Michael J. Puzo reported no remaining Honeywell position as of Q1 2026 after selling out during the quarter.
Michael J. Puzo sold 1,123 Honeywell shares in Q1 2026, an estimated $219K.
Michael J. Puzo first reported a position in Honeywell in Q1 2014 and held it in 44 quarters.
Michael J. Puzo's Honeywell position peaked at $3.73M in Q4 2022.
2,793 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.