Lokken Investment Group’s Honeywell HON Stock Holding History

Lokken Investment 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	$1.48M	Sell	7,483 -26	-0.3%	-$5.43K	0.51%	51
2025 Q2	$1.65M	Buy	7,509 +510	+7%	+$103K	0.63%	45
2025 Q1	$1.4M	Buy	6,999 +688	+11%	+$139K	0.59%	46
2024 Q4	$1.34M	Buy	6,311 +226	+4%	+$47.1K	0.58%	44
2024 Q3	$1.19M	Buy	6,085 +479	+9%	+$92.9K	0.49%	55
2024 Q2	$1.13M	Buy	5,606 +543	+11%	+$103K	0.53%	47
2024 Q1	$979K	Buy	5,063 +345	+7%	+$65K	0.49%	54
2023 Q4	$933K	Buy	4,718 +943	+25%	+$170K	0.53%	51
2023 Q3	$657K	Buy	3,775 +658	+21%	+$120K	0.43%	55
2023 Q2	$610K	Buy	3,117 +545	+21%	+$101K	0.4%	61
2023 Q1	$463K	Buy	2,572 +429	+20%	+$80.7K	0.35%	65
2022 Q4	$433K	Buy	2,143 +246	+13%	+$47K	0.34%	70
2022 Q3	$299K	Sell	1,897 -41	-2%	-$7.14K	0.26%	85
2022 Q2	$318K	Buy	1,938 +144	+8%	+$25.9K	0.26%	84
2022 Q1	$327K	Buy	1,794 +719	+67%	+$133K	0.26%	94
2021 Q4	$211K	Buy	+1,075	New	+$217K	0.15%	127

Other funds holding HON

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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