Wealth Dimensions Group’s Honeywell HON Stock Holding History

Wealth Dimensions 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	$288K	Buy	1,275 +11	+0.9%	+$2.51K	0.06%	140
2025 Q4	$247K	Sell	1,264 -57	-4%	-$11.2K	0.05%	146
2025 Q3	$262K	Hold	1,321	–	–	0.05%	152
2025 Q2	$290K	Sell	1,321 -6	-0.5%	-$1.21K	0.06%	133
2025 Q1	$265K	Buy	1,327 +276	+26%	+$55.9K	0.06%	135
2024 Q4	$224K	Buy	+1,051	New	+$219K	0.05%	144
2024 Q1	–	Sell	-1,103	Closed	-$218K	–	144
2023 Q4	$218K	Buy	+1,103	New	+$199K	0.07%	127
2023 Q3	–	Sell	-1,473	Closed	-$288K	–	132
2023 Q2	$288K	Buy	+1,473	New	+$274K	0.1%	110
2023 Q1	–	Sell	-2,712	Closed	-$548K	–	136
2022 Q4	$548K	Buy	2,712 +352	+15%	+$67.2K	0.22%	60
2022 Q3	$371K	Hold	2,360	–	–	0.18%	82
2022 Q2	$387K	Sell	2,360 -21	-0.9%	-$3.77K	0.18%	85
2022 Q1	$437K	Buy	2,381 +11	+0.5%	+$2.04K	0.2%	87
2021 Q4	$466K	Buy	2,370 +208	+10%	+$42K	0.23%	79
2021 Q3	$433K	Buy	2,162 +996	+85%	+$212K	0.28%	79
2021 Q2	$241K	Buy	+1,166	New	+$246K	0.16%	104

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

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

Wealth Dimensions Group increased its Honeywell (HON) stake by 0.87% in Q1 2026, buying an estimated $2.51K and bringing the position to 1,275 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #140.

Wealth Dimensions Group first reported a position in HON in Q2 2021 and has held it in 15 quarters since. The position peaked at $548K in Q4 2022. 2,793 funds tracked by Wall St. Rank hold HON as of Q1 2026.

Wealth Dimensions Group held 1,275 shares of Honeywell worth $288K as of Q1 2026.
Wealth Dimensions Group bought 11 Honeywell shares in Q1 2026, an estimated $2.51K.
Honeywell made up 0.06% of Wealth Dimensions Group's portfolio in Q1 2026, its #140 holding.
Wealth Dimensions Group first reported a position in Honeywell in Q2 2021 and has held it in 15 quarters since.
Wealth Dimensions Group's Honeywell position peaked at $548K in Q4 2022.
2,793 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.