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Mount Yale Investment Advisors’s Honeywell HON Stock Holding History

Mount Yale Investment 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 		$6.74M Buy
29,811
+17,150
+135% +$3.92M 0.16% 148
2025
Q4 		$2.47M Buy
12,661
+7,443
+143% +$1.46M 0.12% 168
2025
Q3 		$1.04M Sell
5,218
-770
-13% -$161K 0.07% 281
2025
Q2 		$1.31M Sell
5,988
-288
-5% -$58.3K 0.1% 170
2025
Q1 		$1.25M Sell
6,276
-1,272
-17% -$257K 0.11% 163
2024
Q4 		$1.61M Sell
7,548
-20,293
-73% -$4.23M 0.13% 143
2024
Q3 		$5.42M Buy
27,841
+22,884
+462% +$4.44M 0.52% 33
2024
Q2 		$998K Buy
4,957
+3,598
+265% +$685K 0.08% 204
2024
Q1 		$263K Buy
+1,359
New +$256K 0.02% 482
2023
Q1 		– Sell
-1,305
Closed -$264K – 501
2022
Q4 		$264K Sell
1,305
-4,445
-77% -$849K 0.03% 382
2022
Q3 		$905K Sell
5,750
-2,201
-28% -$383K 0.12% 184
2022
Q2 		$1.3M Buy
7,951
+99
+1% +$17.8K 0.16% 143
2022
Q1 		$1.44M Sell
7,852
-555
-7% -$103K 0.16% 144
2021
Q4 		$1.65M Buy
8,407
+218
+3% +$44K 0.17% 132
2021
Q3 		$1.64M Buy
8,189
+2,150
+36% +$458K 0.19% 124
2021
Q2 		$1.25M Buy
6,039
+24
+0.4% +$5.07K 0.15% 144
2021
Q1 		$1.23M Buy
6,015
+89
+2% +$17.4K 0.16% 129
2020
Q4 		$1.19M Buy
5,926
+124
+2% +$22.5K 0.17% 137
2020
Q3 		$900K Buy
5,802
+542
+10% +$80.5K 0.13% 162
2020
Q2 		$717K Buy
5,260
+570
+12% +$75.4K 0.13% 167
2020
Q1 		$591K Buy
4,690
+360
+8% +$55.6K 0.13% 147
2019
Q4 		$707K Sell
4,330
-401
-8% -$65.6K 0.12% 149
2019
Q3 		$812K Buy
4,731
+75
+2% +$11.9K 0.15% 128
2019
Q2 		$717K Sell
4,656
-430
-8% -$68.4K 0.13% 135
2019
Q1 		$762K Sell
5,086
-460
-8% -$64.3K 0.14% 127
2018
Q4 		$776K Sell
5,546
-322
-5% -$44K 0.16% 128
2018
Q3 		$796K Buy
5,868
+2
+0% +$283 0.14% 128
2018
Q2 		$763K Sell
5,866
-174
-3% -$23.1K 0.14% 129
2018
Q1 		$788K Buy
+6,040
New +$836K 0.17% 120

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

Mount Yale Investment Advisors's HON Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Honeywell (HON) stake by 135% in Q1 2026, buying an estimated $3.92M and bringing the position to 29,811 shares worth $6.74M. The position accounts for 0.16% of the portfolio, ranked #148.

Mount Yale Investment Advisors first reported a position in HON in Q1 2018 and has held it in 29 quarters since. 2,796 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Mount Yale Investment Advisors held 29,811 shares of Honeywell worth $6.74M as of Q1 2026.
  • Mount Yale Investment Advisors bought 17,150 Honeywell shares in Q1 2026, an estimated $3.92M.
  • Honeywell made up 0.16% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #148 holding.
  • Mount Yale Investment Advisors first reported a position in Honeywell in Q1 2018 and has held it in 29 quarters since.
  • 2,796 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.