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HON icon

Sage Mountain Advisors’s Honeywell HON Stock Holding History

Sage Mountain 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 		$303K Sell
1,339
-4,036
-75% -$922K 0.02% 162
2025
Q4 		$1.05M Sell
5,375
-534
-9% -$104K 0.06% 156
2025
Q3 		$1.17M Buy
5,909
+141
+2% +$29.5K 0.07% 144
2025
Q2 		$1.27M Buy
5,768
+490
+9% +$99.2K 0.08% 116
2025
Q1 		$1.05M Sell
5,278
-242
-4% -$49K 0.08% 112
2024
Q4 		$1.18M Buy
5,520
+511
+10% +$107K 0.09% 104
2024
Q3 		$976K Sell
5,009
-65
-1% -$12.6K 0.08% 110
2024
Q2 		$1.02M Buy
5,074
+363
+8% +$69.1K 0.09% 99
2024
Q1 		$911K Buy
4,711
+822
+21% +$155K 0.09% 100
2023
Q4 		$769K Buy
3,889
+129
+3% +$23.3K 0.09% 102
2023
Q3 		$655K Sell
3,760
-62
-2% -$11.3K 0.09% 96
2023
Q2 		$747K Buy
3,822
+17
+0.4% +$3.16K 0.11% 90
2023
Q1 		$685K Buy
3,805
+1,308
+52% +$246K 0.11% 79
2022
Q4 		$504K Buy
2,497
+237
+10% +$45.3K 0.11% 71
2022
Q3 		$356K Sell
2,260
-2
-0.1% -$348 0.09% 95
2022
Q2 		$371K Buy
2,262
+135
+6% +$24.2K 0.07% 277
2022
Q1 		$390K Buy
2,127
+22
+1% +$4.07K 0.06% 308
2021
Q4 		$414K Sell
2,105
-685
-25% -$138K 0.05% 355
2021
Q3 		$558K Buy
2,790
+153
+6% +$32.6K 0.08% 230
2021
Q2 		$545K Buy
2,637
+231
+10% +$48.8K 0.09% 214
2021
Q1 		$492K Buy
+2,406
New +$470K 0.1% 162

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

Sage Mountain Advisors's HON Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Honeywell (HON) stake by 75% in Q1 2026, selling an estimated $922K and leaving 1,339 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #162.

Sage Mountain Advisors first reported a position in HON in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.27M in Q2 2025. 2,794 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Sage Mountain Advisors held 1,339 shares of Honeywell worth $303K as of Q1 2026.
  • Sage Mountain Advisors sold 4,036 Honeywell shares in Q1 2026, an estimated $922K.
  • Honeywell made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #162 holding.
  • Sage Mountain Advisors first reported a position in Honeywell in Q1 2021 and has held it in 21 quarters since.
  • Sage Mountain Advisors's Honeywell position peaked at $1.27M in Q2 2025.
  • 2,794 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.