Wealth Management Associates’s Honeywell HON Stock Holding History

Wealth Management Associates’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	$403K	Buy	1,799 +897	+99%	+$200K	0.11%	156
2026 Q1	$204K	Buy	+902	New	+$206K	0.07%	226
2025 Q3	–	Sell	-1,345	Closed	-$295K	–	237
2025 Q2	$295K	Buy	1,345 +54	+4%	+$10.9K	0.11%	164
2025 Q1	$258K	Buy	1,291 +1	+0.1%	+$202	0.11%	174
2024 Q4	$275K	Buy	1,290 +106	+9%	+$22.1K	0.12%	162
2024 Q3	$231K	Buy	1,184 +109	+10%	+$21.1K	0.1%	186
2024 Q2	$216K	Hold	1,075	–	–	0.1%	184
2024 Q1	$216K	Sell	1,075 -89	-8%	-$16.8K	0.1%	184
2023 Q4	$230K	Buy	+1,164	New	+$210K	0.12%	171
2023 Q1	–	Sell	-1,026	Closed	-$207K	–	196
2022 Q4	$207K	Buy	+1,026	New	+$196K	0.14%	173
2021 Q3	–	Sell	-984	Closed	-$203K	–	198
2021 Q2	$203K	Buy	+984	New	+$208K	0.12%	191

Other funds holding HON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealth Management Associates's HON Position: Q2 2026 in Review

Wealth Management Associates increased its Honeywell (HON) stake by 99% in Q2 2026, buying an estimated $200K and bringing the position to 1,799 shares worth $403K. The position accounts for 0.11% of the portfolio, ranked #156.

Wealth Management Associates first reported a position in HON in Q2 2021 and has held it in 11 quarters since. 2,162 funds tracked by Wall St. Rank hold HON as of Q2 2026.

Wealth Management Associates held 1,799 shares of Honeywell worth $403K as of Q2 2026.
Wealth Management Associates bought 897 Honeywell shares in Q2 2026, an estimated $200K.
Honeywell made up 0.11% of Wealth Management Associates's portfolio in Q2 2026, its #156 holding.
Wealth Management Associates first reported a position in Honeywell in Q2 2021 and has held it in 11 quarters since.
2,162 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.