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Shulman DeMeo Asset Management’s Honeywell HON Stock Holding History

Shulman DeMeo Asset 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 		– Sell
-1,651
Closed -$373K – 148
2026
Q1 		$373K Sell
1,651
-16
-1% -$3.66K 0.08% 91
2025
Q4 		$325K Sell
1,667
-770
-32% -$151K 0.07% 85
2025
Q3 		$484K Buy
2,437
+325
+15% +$67.9K 0.11% 67
2025
Q2 		$464K Sell
2,112
-6
-0.3% -$1.21K 0.11% 64
2025
Q1 		$423K Buy
2,118
+309
+17% +$62.5K 0.12% 69
2024
Q4 		$385K Buy
1,809
+3
+0.2% +$626 0.1% 77
2024
Q3 		$352K Buy
1,806
+22
+1% +$4.27K 0.09% 91
2024
Q2 		$359K Sell
1,784
-4
-0.2% -$761 0.09% 88
2024
Q1 		$346K Sell
1,788
-1
-0.1% -$188 0.09% 94
2023
Q4 		$354K Buy
1,789
+179
+11% +$32.3K 0.1% 90
2023
Q3 		$280K Sell
1,610
-99
-6% -$18.1K 0.09% 96
2023
Q2 		$334K Buy
1,709
+77
+5% +$14.3K 0.1% 90
2023
Q1 		$294K Sell
1,632
-23
-1% -$4.32K 0.09% 100
2022
Q4 		$334K Buy
1,655
+13
+0.8% +$2.48K 0.11% 89
2022
Q3 		$258K Sell
1,642
-1
-0.1% -$174 0.09% 106
2022
Q2 		$269K Buy
1,643
+4
+0.2% +$718 0.09% 107
2022
Q1 		$301K Buy
1,639
+4
+0.2% +$740 0.08% 109
2021
Q4 		$321K Buy
1,635
+65
+4% +$13.1K 0.08% 111
2021
Q3 		$314K Buy
+1,570
New +$335K 0.27% 60
2021
Q2 		– Sell
-1,563
Closed -$320K – 93
2021
Q1 		$320K Buy
1,563
+160
+11% +$31.2K 0.09% 104
2020
Q4 		$281K Buy
1,403
+110
+9% +$20K 0.08% 108
2020
Q3 		$201K Buy
+1,293
New +$192K 0.07% 109

Other funds holding HON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Shulman DeMeo Asset Management's HON Position: Q2 2026 in Review

Shulman DeMeo Asset Management sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,651 shares — an estimated $373K sold.

Shulman DeMeo Asset Management first reported a position in HON in Q3 2020 and held it in 22 quarters. The position peaked at $484K in Q3 2025. 2,162 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Shulman DeMeo Asset Management reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • Shulman DeMeo Asset Management sold 1,651 Honeywell shares in Q2 2026, an estimated $373K.
  • Shulman DeMeo Asset Management first reported a position in Honeywell in Q3 2020 and held it in 22 quarters.
  • Shulman DeMeo Asset Management's Honeywell position peaked at $484K in Q3 2025.
  • 2,162 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.