SFMG Wealth Advisors’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.92M | Buy |
30,618
+52
| +0.2% | +$11.9K | 0.47% | 27 |
|
|
2025
Q4 | $5.96M | Sell |
30,566
-1,507
| -5% | -$295K | 0.4% | 36 |
|
|
2025
Q3 | $6.36M | Buy |
32,073
+834
| +3% | +$174K | 0.44% | 33 |
|
|
2025
Q2 | $6.86M | Sell |
31,239
-7
| -0% | -$1.42K | 0.51% | 30 |
|
|
2025
Q1 | $6.24M | Buy |
31,246
+1,756
| +6% | +$355K | 0.49% | 27 |
|
|
2024
Q4 | $6.28M | Sell |
29,490
-635
| -2% | -$132K | 0.5% | 30 |
|
|
2024
Q3 | $5.87M | Buy |
30,125
+4,964
| +20% | +$963K | 0.48% | 28 |
|
|
2024
Q2 | $5.06M | Sell |
25,161
-418
| -2% | -$79.5K | 0.44% | 32 |
|
|
2024
Q1 | $4.95M | Buy |
25,579
+201
| +0.8% | +$37.8K | 0.43% | 34 |
|
|
2023
Q4 | $5.02M | Buy |
25,378
+291
| +1% | +$52.5K | 0.46% | 29 |
|
|
2023
Q3 | $4.37M | Buy |
25,087
+167
| +0.7% | +$30.6K | 0.45% | 30 |
|
|
2023
Q2 | $4.87M | Sell |
24,920
-821
| -3% | -$152K | 0.5% | 24 |
|
|
2023
Q1 | $4.64M | Buy |
25,741
+301
| +1% | +$56.6K | 0.5% | 24 |
|
|
2022
Q4 | $5.14M | Sell |
25,440
-145
| -0.6% | -$27.7K | 0.57% | 27 |
|
|
2022
Q3 | $4.17M | Buy |
25,585
+235
| +0.9% | +$40.9K | 0.49% | 27 |
|
|
2022
Q2 | $4.15M | Buy |
25,350
+1,779
| +8% | +$319K | 0.48% | 28 |
|
|
2022
Q1 | $4.32M | Buy |
23,571
+2,243
| +11% | +$415K | 0.43% | 35 |
|
|
2021
Q4 | $4.19M | Buy |
21,328
+1,748
| +9% | +$353K | 0.41% | 35 |
|
|
2021
Q3 | $3.92M | Buy |
19,580
+3,428
| +21% | +$731K | 0.43% | 30 |
|
|
2021
Q2 | $3.34M | Buy |
16,152
+641
| +4% | +$135K | 0.37% | 36 |
|
|
2021
Q1 | $3.17M | Buy |
15,511
+1,433
| +10% | +$280K | 0.37% | 35 |
|
|
2020
Q4 | $2.82M | Buy |
14,078
+5,330
| +61% | +$968K | 0.36% | 37 |
|
|
2020
Q3 | $1.36M | Buy |
8,748
+162
| +2% | +$24.1K | 0.19% | 51 |
|
|
2020
Q2 | $1.17M | Buy |
8,586
+6,063
| +240% | +$802K | 0.17% | 51 |
|
|
2020
Q1 | $318K | Buy |
2,523
+798
| +46% | +$123K | 0.05% | 92 |
|
|
2019
Q4 | $288K | Hold |
1,725
| – | – | 0.04% | 131 |
|
|
2019
Q3 | $275K | Hold |
1,725
| – | – | 0.04% | 121 |
|
|
2019
Q2 | $282K | Sell |
1,725
-60
| -3% | -$9.55K | 0.04% | 119 |
|
|
2019
Q1 | $267K | Hold |
1,785
| – | – | 0.04% | 119 |
|
|
2018
Q4 | $222K | Sell |
1,785
-77
| -4% | -$10.5K | 0.04% | 121 |
|
|
2018
Q3 | $245K | Sell |
1,862
-50
| -3% | -$7.09K | 0.04% | 112 |
|
|
2018
Q2 | $249K | Hold |
1,912
| – | – | 0.04% | 120 |
|
|
2018
Q1 | $250K | Hold |
1,912
| – | – | 0.04% | 117 |
|
|
2017
Q4 | $265K | Hold |
1,912
| – | – | 0.04% | 114 |
|
|
2017
Q3 | $245K | Hold |
1,912
| – | – | 0.05% | 113 |
|
|
2017
Q2 | $230K | Buy |
1,912
+140
| +8% | +$16.5K | 0.05% | 109 |
|
|
2017
Q1 | $200K | Buy |
+1,772
| New | +$196K | 0.04% | 113 |
|
Other funds holding HON
VCM
VPM
SFMG Wealth Advisors's HON Position: Q1 2026 in Review
SFMG Wealth Advisors increased its Honeywell (HON) stake by 0.17% in Q1 2026, buying an estimated $11.9K and bringing the position to 30,618 shares worth $6.92M. The position accounts for 0.47% of the portfolio, ranked #27.
SFMG Wealth Advisors first reported a position in HON in Q1 2017 and has held it in 37 quarters since. 2,793 funds tracked by Wall St. Rank hold HON as of Q1 2026.
- SFMG Wealth Advisors held 30,618 shares of Honeywell worth $6.92M as of Q1 2026.
- SFMG Wealth Advisors bought 52 Honeywell shares in Q1 2026, an estimated $11.9K.
- Honeywell made up 0.47% of SFMG Wealth Advisors's portfolio in Q1 2026, its #27 holding.
- SFMG Wealth Advisors first reported a position in Honeywell in Q1 2017 and has held it in 37 quarters since.
- 2,793 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.
Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.