Investment Advisory Group’s Honeywell HON Stock Holding History

Investment 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
2025 Q3	–	Sell	-1,078	Closed	-$237K	–	191
2025 Q2	$237K	Buy	+1,078	New	+$218K	0.07%	153
2024 Q3	–	Sell	-1,048	Closed	-$211K	–	172
2024 Q2	$211K	Sell	1,048 -51	-5%	-$9.7K	0.08%	154
2024 Q1	$213K	Sell	1,099 -69	-6%	-$13K	0.09%	149
2023 Q4	$231K	Sell	1,168 -109	-9%	-$19.7K	0.11%	131
2023 Q3	$222K	Buy	1,277 +15	+1%	+$2.74K	0.12%	126
2023 Q2	$247K	Hold	1,262	–	–	0.13%	118
2023 Q1	$227K	Buy	1,262 +2	+0.2%	+$376	0.13%	122
2022 Q4	$255K	Buy	+1,260	New	+$241K	0.16%	112
2022 Q2	–	Sell	-1,352	Closed	-$248K	–	130
2022 Q1	$248K	Buy	1,352 +1	+0.1%	+$185	0.15%	110
2021 Q4	$244K	Buy	+1,351	New	+$273K	0.16%	102

Other funds holding HON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Investment Advisory Group's HON Position: Q3 2025 in Review

Investment Advisory Group sold out of Honeywell (HON) in Q3 2025, closing a stake of 1,078 shares — an estimated $237K sold.

Investment Advisory Group first reported a position in HON in Q4 2021 and held it in 10 quarters. The position peaked at $255K in Q4 2022. 2,650 funds tracked by Wall St. Rank hold HON as of Q3 2025.

Investment Advisory Group reported no remaining Honeywell position as of Q3 2025 after selling out during the quarter.
Investment Advisory Group sold 1,078 Honeywell shares in Q3 2025, an estimated $237K.
Investment Advisory Group first reported a position in Honeywell in Q4 2021 and held it in 10 quarters.
Investment Advisory Group's Honeywell position peaked at $255K in Q4 2022.
2,650 funds tracked by Wall St. Rank held Honeywell as of Q3 2025.

Based on Investment Advisory Group's 13F filing for Q3 2025, filed 3 Nov 2025.