Westwood Wealth Management’s Honeywell HON Stock Holding History

Westwood Wealth Management’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	–	Sell	-1,263	Closed	-$246K	–	74
2025 Q4	$246K	Buy	+1,263	New	+$247K	0.19%	90

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

Westwood Wealth Management's HON Position: Q1 2026 in Review

Westwood Wealth Management sold out of Honeywell (HON) in Q1 2026, closing a stake of 1,263 shares — an estimated $246K sold.

Westwood Wealth Management first reported a position in HON in Q4 2025 and held it in 1 quarter. The position peaked at $246K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold HON as of Q1 2026.

Westwood Wealth Management reported no remaining Honeywell position as of Q1 2026 after selling out during the quarter.
Westwood Wealth Management sold 1,263 Honeywell shares in Q1 2026, an estimated $246K.
Westwood Wealth Management first reported a position in Honeywell in Q4 2025 and held it in 1 quarter.
Westwood Wealth Management's Honeywell position peaked at $246K in Q4 2025.
2,800 funds tracked by Wall St. Rank held Honeywell as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.