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Wealth Preservation Advisors’s Honeywell HON Stock Holding History

Wealth Preservation Advisors’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 		$25.3K Buy
112
+77
+220% +$17.6K 0.02% 281
2025
Q4 		$6.83K Sell
35
-2
-5% -$391 ﹤0.01% 337
2025
Q3 		$7.37K Buy
37
+3
+9% +$627 ﹤0.01% 320
2025
Q2 		$7.45K Hold
34
– – ﹤0.01% 320
2025
Q1 		$6.78K Buy
+34
New +$6.88K ﹤0.01% 350

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

Wealth Preservation Advisors's HON Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Honeywell (HON) stake by 220% in Q1 2026, buying an estimated $17.6K and bringing the position to 112 shares worth $25.3K. The position accounts for 0.02% of the portfolio, ranked #281.

Wealth Preservation Advisors first reported a position in HON in Q1 2025 and has held it in 5 quarters since. 2,793 funds tracked by Wall St. Rank hold HON as of Q1 2026.

  • Wealth Preservation Advisors held 112 shares of Honeywell worth $25.3K as of Q1 2026.
  • Wealth Preservation Advisors bought 77 Honeywell shares in Q1 2026, an estimated $17.6K.
  • Honeywell made up 0.02% of Wealth Preservation Advisors's portfolio in Q1 2026, its #281 holding.
  • Wealth Preservation Advisors first reported a position in Honeywell in Q1 2025 and has held it in 5 quarters since.
  • 2,793 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.