PCM
HON icon

Polymer Capital Management’s Honeywell HON Stock Holding History

Polymer Capital 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
Q2 		$530K Sell
2,369
-8,436
-78% -$1.88M 0.07% 352
2026
Q1 		$2.44M Buy
10,805
+5,805
+116% +$1.33M 0.25% 93
2025
Q4 		$975K Buy
5,000
+1,961
+65% +$384K 0.1% 293
2025
Q3 		$603K Sell
3,039
-4,952
-62% -$1.03M 0.06% 379
2025
Q2 		$1.75M Buy
+7,991
New +$1.62M 0.21% 125

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

Polymer Capital Management's HON Position: Q2 2026 in Review

Polymer Capital Management reduced its Honeywell (HON) stake by 78% in Q2 2026, selling an estimated $1.88M and leaving 2,369 shares worth $530K. The position accounts for 0.07% of the portfolio, ranked #352.

Polymer Capital Management first reported a position in HON in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.44M in Q1 2026. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Polymer Capital Management held 2,369 shares of Honeywell worth $530K as of Q2 2026.
  • Polymer Capital Management sold 8,436 Honeywell shares in Q2 2026, an estimated $1.88M.
  • Honeywell made up 0.07% of Polymer Capital Management's portfolio in Q2 2026, its #352 holding.
  • Polymer Capital Management first reported a position in Honeywell in Q2 2025 and has held it in 5 quarters since.
  • Polymer Capital Management's Honeywell position peaked at $2.44M in Q1 2026.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.