Honeywell (HON)Madison Asset Management, LLC opened a new position $44.5M

199K

Shares reported

0.53%

Disclosed portfolio weight

$44.5M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 10, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Sep 23, 2025Congress · 1 personMembers of Congress: 1 purchase, 1 sale
2. Dec 30, 2025Federal contract · $25.6M obligatedDepartment of Defense awarded Honeywell: $25.6M obligated to date
3. Mar 9, 2026Federal contract · $14.7M obligatedDepartment of Defense awarded Honeywell: $14.7M obligated to date
4. Mar 11, 2026Federal contract · $80.1M obligatedDepartment of Defense awarded Honeywell: $80.1M obligated to date
5. Mar 23, 2026Federal contract · $45.1M obligatedDepartment of Defense awarded Honeywell: $45.1M obligated to date
6. Mar 24, 2026CongressDisclosed sale of HON — reported range $50,001 - $100,000
7. Mar 27, 2026CongressDisclosed purchase of HON — reported range $1,001 - $15,000
8. May 20, 2026Federal contract · $14.9M obligatedDepartment of Defense awarded Honeywell: $14.9M obligated to date
9. Jun 15, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors (and 1 more item)“On June 13, 2026, each of Messrs. Craig Arnold, William Ayer and D. Scott Davis and Ms. Deborah Flint notified the Board of Directors (the “ Board ”) of Honeywell International Inc. (the “ Company ”) that, in connection with the anticipated spin-off of the Company’s Aerospace Technologies business into an independent, publicly traded company (the “ Spin‑Off ”), he/she will be resigning from the Board, effective as…”
10. Jun 17, 2026Federal contract · $29.4M obligatedDepartment of Defense awarded Honeywell: $29.4M obligated to date
11. Jun 18, 2026Government · Federal Register ruleSpecial Conditions: Honeywell Aerospace US LLC, Dassault Aviation Model Falcon 900EX Airplane; Electronic System Security Protection From Unauthorized Internal Access
12. Jun 23, 2026Federal contract · $15.1M obligatedDepartment of Defense awarded Honeywell: $15.1M obligated to date
13. Jun 25, 2026Company filing · Form 8-K · Material agreement, Acquisition or saleCompleted buying or selling a business or assets, and changed a top executive or board member (and 5 more items)“On June 29, 2026, Mr. James Currier resigned as an executive officer of the Company, effective as of immediately prior to and conditioned upon the consummation of the Spin-Off.”
14. Jun 29, 2026Federal contract · $34.1M obligatedDepartment of Defense awarded Honeywell: $34.1M obligated to date
15. Jul 10, 2026CongressDisclosed purchase of HON — reported range $1,001 - $15,000
16. Jul 23, 2026Company filing · Form 8-K · ResultsReported its results
17. Jul 27, 2026Insider · 1 personInsiders: 6 sales (~$4.2M)
18. Aug 3, 2026InsiderCEO sold ~$78K of HON shares in the open market
19. Aug 7, 20265% stakeSTATE STREET CORPORATION reported a passive stake (13G) of 5.9%

What came next

1. Aug 19, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On August 19, 2026, Honeywell International Inc. (the “Company”) announced the appointment of Mr. Billal Hammoud, age 54, as President and CEO of Process Technology (“PT”), a component of the Company’s Process Automation & Technology reportable business segment, effective October 1, 2026.”
2. Aug 31, 2026CongressDisclosed sale of HON — reported range $15,001 - $50,000
3. Sep 24, 2026CongressDisclosed partial sale of HON — reported range $1,001 - $15,000

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Honeywell

For Honeywell, OQRO holds 8 insider filings (SEC Form 4 or Form 144), 7 Congress trade reports, 37 fund holdings reports (13F) and 6 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its HON page.

How this filing works

• SEC Form 13F

Other disclosures at Honeywell

• House Clerk periodic transaction reportOct 7, 2026
• House Clerk periodic transaction reportSep 25, 2026
• USAspending.gov award recordAug 27, 2026
• USAspending.gov award recordAug 27, 2026
• USAspending.gov award recordAug 27, 2026
• USAspending.gov award recordAug 27, 2026

Everything OQRO holds on this company is on its HON page.