WAG
HON icon

Wilkerson Advisory Group’s Honeywell HON Stock Holding History

Wilkerson Advisory 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
Q2 		$64.5K Sell
288
-1,109
-79% -$247K 0.02% 205
2026
Q1 		$316K Buy
1,397
+1,097
+366% +$251K 0.11% 75
2025
Q4 		$58.5K Buy
+300
New +$58.7K 0.02% 154

Other funds holding HON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wilkerson Advisory Group's HON Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Honeywell (HON) stake by 79% in Q2 2026, selling an estimated $247K and leaving 288 shares worth $64.5K. The position accounts for 0.02% of the portfolio, ranked #205.

Wilkerson Advisory Group first reported a position in HON in Q4 2025 and has held it in 3 quarters since. The position peaked at $316K in Q1 2026. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • Wilkerson Advisory Group held 288 shares of Honeywell worth $64.5K as of Q2 2026.
  • Wilkerson Advisory Group sold 1,109 Honeywell shares in Q2 2026, an estimated $247K.
  • Honeywell made up 0.02% of Wilkerson Advisory Group's portfolio in Q2 2026, its #205 holding.
  • Wilkerson Advisory Group first reported a position in Honeywell in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Honeywell position peaked at $316K in Q1 2026.
  • 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.