Lodestone Wealth Management
HON icon

Lodestone Wealth Management’s Honeywell HON Stock Holding History

Lodestone 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
2026
Q3 		$85.9K Buy
407
+1
+0.2% +$223 0.03% 259
2026
Q2 		$90.9K Sell
406
-529
-57% -$118K 0.03% 246
2026
Q1 		$211K Buy
935
+3
+0.3% +$686 0.08% 170
2025
Q4 		$182K Buy
+932
New +$182K 0.07% 181
2025
Q3 		– Sell
-950
Closed -$208K – 175
2025
Q2 		$208K Buy
+950
New +$192K 0.1% 162

Other funds holding HON

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Lodestone Wealth Management's HON Position: Q3 2026 in Review

Lodestone Wealth Management increased its Honeywell (HON) stake by 0.25% in Q3 2026, buying an estimated $223 and bringing the position to 407 shares worth $85.9K. The position accounts for 0.03% of the portfolio, ranked #259.

Lodestone Wealth Management first reported a position in HON in Q2 2025 and has held it in 5 quarters since. The position peaked at $211K in Q1 2026. 978 funds tracked by Wall St. Rank hold HON as of Q3 2026.

  • Lodestone Wealth Management held 407 shares of Honeywell worth $85.9K as of Q3 2026.
  • Lodestone Wealth Management bought 1 Honeywell share in Q3 2026, an estimated $223.
  • Honeywell made up 0.03% of Lodestone Wealth Management's portfolio in Q3 2026, its #259 holding.
  • Lodestone Wealth Management first reported a position in Honeywell in Q2 2025 and has held it in 5 quarters since.
  • Lodestone Wealth Management's Honeywell position peaked at $211K in Q1 2026.
  • 978 funds tracked by Wall St. Rank held Honeywell as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.