Summit Wealth Group’s Honeywell HON Stock Holding History

Summit Wealth Group’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	$242K	Hold	1,071	–	–	0.06%	114
2025 Q4	$209K	Sell	1,071 -61	-5%	-$11.9K	0.05%	114
2025 Q3	$225K	Sell	1,132 -51	-4%	-$10.7K	0.05%	105
2025 Q2	$260K	Buy	1,183 +49	+4%	+$9.92K	0.07%	97
2025 Q1	$226K	Sell	1,134 -87	-7%	-$17.6K	0.07%	94
2024 Q4	$260K	Sell	1,221 -6	-0.5%	-$1.25K	0.08%	83
2024 Q3	$239K	Hold	1,227	–	–	0.07%	89
2024 Q2	$247K	Buy	+1,227	New	+$233K	0.07%	82
2023 Q3	–	Sell	-1,314	Closed	-$257K	–	49
2023 Q2	$257K	Sell	1,314 -188,893	-99%	-$35.1M	0.1%	64
2023 Q1	$1K	Buy	+190,207	New	+$35.8M	0.02%	119

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

Summit Wealth Group's HON Position: Q1 2026 in Review

Summit Wealth Group held its Honeywell (HON) position steady in Q1 2026 at 1,071 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #114.

Summit Wealth Group first reported a position in HON in Q1 2023 and has held it in 10 quarters since. The position peaked at $260K in Q2 2025. 2,796 funds tracked by Wall St. Rank hold HON as of Q1 2026.

Summit Wealth Group held 1,071 shares of Honeywell worth $242K as of Q1 2026.
Summit Wealth Group left its Honeywell share count unchanged in Q1 2026.
Honeywell made up 0.06% of Summit Wealth Group's portfolio in Q1 2026, its #114 holding.
Summit Wealth Group first reported a position in Honeywell in Q1 2023 and has held it in 10 quarters since.
Summit Wealth Group's Honeywell position peaked at $260K in Q2 2025.
2,796 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.