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Summit Wealth Partners’s Honeywell HON Stock Holding History

Summit Wealth Partners’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 		$580K Buy
2,567
+874
+52% +$200K 0.09% 143
2025
Q4 		$330K Sell
1,693
-103
-6% -$20.1K 0.06% 158
2025
Q3 		$356K Buy
1,796
+212
+13% +$44.3K 0.06% 163
2025
Q2 		$348K Hold
1,584
– – 0.07% 167
2025
Q1 		$316K Hold
1,584
– – 0.06% 170
2024
Q4 		$337K Hold
1,584
– – 0.07% 157
2024
Q3 		$309K Sell
1,584
-43
-3% -$8.34K 0.06% 190
2024
Q2 		$327K Buy
1,627
+107
+7% +$20.4K 0.07% 168
2024
Q1 		$294K Hold
1,520
– – 0.06% 180
2023
Q4 		$301K Hold
1,520
– – 0.07% 162
2023
Q3 		$265K Sell
1,520
-136
-8% -$24.9K 0.07% 160
2023
Q2 		$324K Hold
1,656
– – 0.08% 139
2023
Q1 		$298K Hold
1,656
– – 0.08% 147
2022
Q4 		$335K Hold
1,656
– – 0.09% 135
2022
Q3 		$261K Hold
1,656
– – 0.07% 133
2022
Q2 		$271K Hold
1,656
– – 0.07% 129
2022
Q1 		$304K Hold
1,656
– – 0.07% 126
2021
Q4 		$325K Sell
1,656
-98
-6% -$19.8K 0.07% 122
2021
Q3 		$351K Hold
1,754
– – 0.08% 109
2021
Q2 		$363K Hold
1,754
– – 0.09% 109
2021
Q1 		$359K Hold
1,754
– – 0.09% 109
2020
Q4 		$352K Hold
1,754
– – 0.1% 103
2020
Q3 		$272K Hold
1,754
– – 0.08% 126
2020
Q2 		$239K Hold
1,754
– – 0.08% 129
2020
Q1 		$221K Buy
1,754
+242
+16% +$37.4K 0.09% 100
2019
Q4 		$252K Buy
+1,512
New +$247K 0.09% 102

Other funds holding HON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Summit Wealth Partners increased its Honeywell (HON) stake by 52% in Q1 2026, buying an estimated $200K and bringing the position to 2,567 shares worth $580K. The position accounts for 0.09% of the portfolio, ranked #143.

Summit Wealth Partners first reported a position in HON in Q4 2019 and has held it in 26 quarters since. 2,796 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Summit Wealth Partners held 2,567 shares of Honeywell worth $580K as of Q1 2026.
  • Summit Wealth Partners bought 874 Honeywell shares in Q1 2026, an estimated $200K.
  • Honeywell made up 0.09% of Summit Wealth Partners's portfolio in Q1 2026, its #143 holding.
  • Summit Wealth Partners first reported a position in Honeywell in Q4 2019 and has held it in 26 quarters since.
  • 2,796 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.