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Apexium Financial’s Honeywell HON Stock Holding History

Apexium Financial’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
2025
Q3 		$508K Buy
2,562
+7
+0.3% +$1.46K 0.02% 192
2025
Q2 		$561K Sell
2,555
-23
-0.9% -$4.66K 0.03% 169
2025
Q1 		$515K Buy
2,578
+269
+12% +$54.4K 0.03% 171
2024
Q4 		$492K Buy
2,309
+1,264
+121% +$264K 0.03% 163
2024
Q3 		$204K Buy
+1,045
New +$203K 0.01% 228
2024
Q2 		– Sell
-1,034
Closed -$200K – 229
2024
Q1 		$200K Sell
1,034
-416
-29% -$78.3K 0.02% 219
2023
Q4 		$287K Buy
+1,450
New +$261K 0.02% 219

Other funds holding HON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Apexium Financial's HON Position: Q3 2025 in Review

Apexium Financial increased its Honeywell (HON) stake by 0.27% in Q3 2025, buying an estimated $1.46K and bringing the position to 2,562 shares worth $508K. The position accounts for 0.02% of the portfolio, ranked #192.

Apexium Financial first reported a position in HON in Q4 2023 and has held it in 7 quarters since. The position peaked at $561K in Q2 2025. 2,644 funds tracked by Wall St. Rank hold HON as of Q3 2025.

  • Apexium Financial held 2,562 shares of Honeywell worth $508K as of Q3 2025.
  • Apexium Financial bought 7 Honeywell shares in Q3 2025, an estimated $1.46K.
  • Honeywell made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #192 holding.
  • Apexium Financial first reported a position in Honeywell in Q4 2023 and has held it in 7 quarters since.
  • Apexium Financial's Honeywell position peaked at $561K in Q2 2025.
  • 2,644 funds tracked by Wall St. Rank held Honeywell as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.