SWM
HON icon

Shelton Wealth Management’s Honeywell HON Stock Holding History

Shelton Wealth 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 		$931K Sell
4,157
-1,588
-28% -$354K 0.37% 86
2026
Q1 		$1.3M Buy
+5,745
New +$1.31M 0.57% 57

Other funds holding HON

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Shelton Wealth Management's HON Position: Q2 2026 in Review

Shelton Wealth Management reduced its Honeywell (HON) stake by 28% in Q2 2026, selling an estimated $354K and leaving 4,157 shares worth $931K. The position accounts for 0.37% of the portfolio, ranked #86.

Shelton Wealth Management first reported a position in HON in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.3M in Q1 2026. 373 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Shelton Wealth Management held 4,157 shares of Honeywell worth $931K as of Q2 2026.
  • Shelton Wealth Management sold 1,588 Honeywell shares in Q2 2026, an estimated $354K.
  • Honeywell made up 0.37% of Shelton Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Shelton Wealth Management first reported a position in Honeywell in Q1 2026 and has held it in 2 quarters since.
  • Shelton Wealth Management's Honeywell position peaked at $1.3M in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.