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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Lokken Investment Group reduced its Honeywell (HON) stake by 0.35% in Q3 2025, selling an estimated $5.43K and leaving 7,483 shares worth $1.48M. The position accounts for 0.51% of the portfolio, ranked #51.

Lokken Investment Group first reported a position in HON in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.65M in Q2 2025. 2,650 funds tracked by Wall St. Rank hold HON as of Q3 2025.

  • Lokken Investment Group held 7,483 shares of Honeywell worth $1.48M as of Q3 2025.
  • Lokken Investment Group sold 26 Honeywell shares in Q3 2025, an estimated $5.43K.
  • Honeywell made up 0.51% of Lokken Investment Group's portfolio in Q3 2025, its #51 holding.
  • Lokken Investment Group first reported a position in Honeywell in Q4 2021 and has held it in 16 quarters since.
  • Lokken Investment Group's Honeywell position peaked at $1.65M in Q2 2025.
  • 2,650 funds tracked by Wall St. Rank held Honeywell as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.