BWM
HON icon

BCS Wealth Management’s Honeywell HON Stock Holding History

BCS 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
2025
Q3 		– Sell
-1,317
Closed -$289K – 259
2025
Q2 		$289K Buy
+1,317
New +$267K 0.06% 203
2025
Q1 		– Sell
-1,266
Closed -$269K – 248
2024
Q4 		$269K Buy
+1,266
New +$264K 0.07% 211
2023
Q4 		– Sell
-1,406
Closed -$245K – 221
2023
Q3 		$245K Buy
+1,406
New +$257K 0.1% 169
2023
Q1 		– Sell
-1,187
Closed -$240K – 177
2022
Q4 		$240K Buy
+1,187
New +$227K 0.1% 167

Other funds holding HON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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