SkyOak Wealth’s Honeywell HON Stock Holding History

SkyOak Wealth’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	$203K	Sell	896 -200	-18%	-$45.7K	0.04%	243
2025 Q4	$214K	Sell	1,096 -916	-46%	-$179K	0.04%	232
2025 Q3	$399K	Buy	2,012 +1,061	+112%	+$222K	0.08%	149
2025 Q2	$209K	Buy	+951	New	+$192K	0.04%	229
2025 Q1	–	Sell	-1,006	Closed	-$214K	–	257
2024 Q4	$214K	Sell	1,006 -37	-4%	-$7.72K	0.05%	231
2024 Q3	$203K	Sell	1,043 -2,122	-67%	-$412K	0.05%	225
2024 Q2	$637K	Hold	3,165	–	–	0.15%	97
2024 Q1	$612K	Hold	3,165	–	–	0.15%	106
2023 Q4	$626K	Sell	3,165 -48	-1%	-$8.65K	0.16%	101
2023 Q3	$559K	Hold	3,213	–	–	0.16%	101
2023 Q2	$628K	Hold	3,213	–	–	0.18%	100
2023 Q1	$579K	Buy	3,213 +55	+2%	+$10.3K	0.18%	104
2022 Q4	$638K	Hold	3,158	–	–	0.21%	99
2022 Q3	$497K	Hold	3,158	–	–	0.18%	111
2022 Q2	$517K	Sell	3,158 -141	-4%	-$25.3K	0.18%	108
2022 Q1	$605K	Hold	3,299	–	–	0.17%	111
2021 Q4	$648K	Sell	3,299 -75	-2%	-$15.1K	0.16%	116
2021 Q3	$675K	Hold	3,374	–	–	0.18%	110
2021 Q2	$698K	Buy	3,374 +2,122	+169%	+$449K	0.19%	107
2021 Q1	$263K	Hold	1,252	–	–	0.07%	187
2020 Q4	$251K	Buy	+1,252	New	+$227K	0.08%	182

Other funds holding HON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

SkyOak Wealth's HON Position: Q1 2026 in Review

SkyOak Wealth reduced its Honeywell (HON) stake by 18% in Q1 2026, selling an estimated $45.7K and leaving 896 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #243.

SkyOak Wealth first reported a position in HON in Q4 2020 and has held it in 21 quarters since. The position peaked at $698K in Q2 2021. 2,793 funds tracked by Wall St. Rank hold HON as of Q1 2026.

SkyOak Wealth held 896 shares of Honeywell worth $203K as of Q1 2026.
SkyOak Wealth sold 200 Honeywell shares in Q1 2026, an estimated $45.7K.
Honeywell made up 0.04% of SkyOak Wealth's portfolio in Q1 2026, its #243 holding.
SkyOak Wealth first reported a position in Honeywell in Q4 2020 and has held it in 21 quarters since.
SkyOak Wealth's Honeywell position peaked at $698K in Q2 2021.
2,793 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.