Richards, Merrill & Peterson’s Honeywell HON Stock Holding History

Richards, Merrill & Peterson’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	$679K	Sell	3,032 -3,752	-55%	-$837K	0.22%	106
2026 Q1	$1.53M	Sell	6,784 -373	-5%	-$85.2K	0.56%	46
2025 Q4	$1.4M	Sell	7,157 -520	-7%	-$102K	0.54%	49
2025 Q3	$1.52M	Sell	7,677 -634	-8%	-$132K	0.66%	36
2025 Q2	$1.82M	Sell	8,311 -181	-2%	-$36.6K	0.87%	24
2025 Q1	$1.69M	Sell	8,492 -66	-0.8%	-$13.4K	0.88%	24
2024 Q4	$1.82M	Buy	+8,558	New	+$1.78M	0.95%	20

Other funds holding HON

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Richards, Merrill & Peterson's HON Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Honeywell (HON) stake by 55% in Q2 2026, selling an estimated $837K and leaving 3,032 shares worth $679K. The position accounts for 0.22% of the portfolio, ranked #106.

Richards, Merrill & Peterson first reported a position in HON in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q2 2025. 733 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Richards, Merrill & Peterson held 3,032 shares of Honeywell worth $679K as of Q2 2026.
Richards, Merrill & Peterson sold 3,752 Honeywell shares in Q2 2026, an estimated $837K.
Honeywell made up 0.22% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #106 holding.
Richards, Merrill & Peterson first reported a position in Honeywell in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Honeywell position peaked at $1.82M in Q2 2025.
733 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.