Private Wealth Management Group’s Honeywell HON Stock Holding History

Private Wealth Management Group’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	$124K	Buy	550 +50	+10%	+$11.4K	0.03%	119
2025 Q4	$97.5K	Sell	500 -42	-8%	-$8.22K	0.03%	128
2025 Q3	$108K	Hold	542	–	–	0.03%	118
2025 Q2	$119K	Hold	542	–	–	0.04%	108
2025 Q1	$108K	Hold	542	–	–	0.04%	110
2024 Q4	$115K	Hold	542	–	–	0.04%	106
2024 Q3	$106K	Hold	542	–	–	0.04%	102
2024 Q2	$109K	Sell	542 -36	-6%	-$6.85K	0.05%	101
2024 Q1	$112K	Hold	578	–	–	0.05%	94
2023 Q4	$114K	Buy	+578	New	+$104K	0.06%	89

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

Private Wealth Management Group's HON Position: Q1 2026 in Review

Private Wealth Management Group increased its Honeywell (HON) stake by 10% in Q1 2026, buying an estimated $11.4K and bringing the position to 550 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #119.

Private Wealth Management Group first reported a position in HON in Q4 2023 and has held it in 10 quarters since. 2,793 funds tracked by Wall St. Rank hold HON as of Q1 2026.

Private Wealth Management Group held 550 shares of Honeywell worth $124K as of Q1 2026.
Private Wealth Management Group bought 50 Honeywell shares in Q1 2026, an estimated $11.4K.
Honeywell made up 0.03% of Private Wealth Management Group's portfolio in Q1 2026, its #119 holding.
Private Wealth Management Group first reported a position in Honeywell in Q4 2023 and has held it in 10 quarters since.
2,793 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.