EP Wealth Advisors, LLC

Position in HON — Honeywell International Inc

CIK 1540569 TORRANCE, CA

Position in HON

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$39,013,455

-$34,173,714 QoQ

Shares Held

174,245

-43.6% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#136

of 1,999 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $44,528,648 across 3 Conglomerates names. HON ranks #1 (87.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc This page	174,245	$39,013,455
2	MMM	3M Co	28,013	$4,535,584
3	VMI	Valmont Industries Inc	1,696	$979,609

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,013,455	174,245	-46.2%	Shares	Sole	2026-08-12
2026-03-31	$73,187,169	323,794	+5.6%	Shares	Sole	2026-05-14
2025-12-31	$59,822,790	306,642	+8.1%	Shares	Sole	2026-02-18
2025-06-30	$66,060,132	283,666	+4.8%	Shares	Sole	2025-08-14
2025-03-31	$57,319,235	270,693	-25.8%	Shares	Sole	2025-05-15
2024-12-31	$82,372,818	364,659	+0.6%	Shares	Sole	2025-02-14
2024-09-30	$74,914,378	362,413	+7.4%	Shares	Sole	2024-11-15
2024-06-30	$72,044,128	337,380	+4.4%	Shares	Sole	2024-08-19
2024-03-31	$66,318,133	323,109	+5.3%	Shares	Sole	2024-05-14
2023-12-31	$64,349,739	306,851	+3.5%	Shares	Sole	2024-02-28
2023-09-30	$54,751,939	296,373	+151.8%	Shares	Sole	2023-11-24
2023-06-30	$24,418,596	117,680	+1692.8%	Shares	Sole	2023-08-14
2023-03-31	$249,239	6,564	-97.6%	Shares	Sole	2023-06-05
2022-12-31	$57,725,983	269,370	+3.5%	Shares	Sole	2023-06-12
2022-09-30	$43,447,765	260,213	+10.6%	Shares	Sole	2022-12-02
2022-06-30	$40,888,097	235,246	+4.2%	Shares	Sole	2022-08-11
2022-03-31	$43,927,217	225,754	+6.7%	Shares	Sole	2022-05-20
2021-12-31	$44,109,043	211,544	+9.9%	Shares	Sole	2022-02-17
2021-06-30	$42,240,228	192,570	+3.8%	Shares	Sole	2021-08-24
2021-03-31	$40,260,408	185,472	+10.1%	Shares	Sole	2021-05-17
2020-12-31	$35,846,547	168,531	+9.2%	Shares	Sole	2021-02-18
2020-06-30	$22,320,355	154,370	+12.8%	Shares	Sole	2020-08-14
2020-03-31	$18,309,826	136,855	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.