WLIM
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White Lighthouse Investment Management’s Honeywell HON Stock Holding History

White Lighthouse Investment 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
Q2 		– Sell
-1,399
Closed -$279K – 141
2025
Q1 		$279K Buy
1,399
+83
+6% +$16.8K 0.05% 116
2024
Q4 		$280K Hold
1,316
– – 0.05% 114
2024
Q3 		$256K Sell
1,316
-53
-4% -$10.3K 0.05% 116
2024
Q2 		$275K Buy
1,369
+228
+20% +$43.4K 0.05% 107
2024
Q1 		$221K Hold
1,141
– – 0.04% 118
2023
Q4 		$225K Sell
1,141
-53
-4% -$9.56K 0.05% 118
2023
Q3 		$208K Hold
1,194
– – 0.05% 113
2023
Q2 		$233K Hold
1,194
– – 0.06% 109
2023
Q1 		$215K Hold
1,194
– – 0.05% 112
2022
Q4 		$241K Buy
+1,194
New +$228K 0.07% 103
2022
Q2 		– Sell
-1,224
Closed -$225K – 112
2022
Q1 		$225K Sell
1,224
-80
-6% -$14.8K 0.06% 111
2021
Q4 		$256K Buy
1,304
+2
+0.2% +$404 0.06% 108
2021
Q3 		$260K Hold
1,302
– – 0.07% 102
2021
Q2 		$269K Sell
1,302
-18
-1% -$3.81K 0.07% 99
2021
Q1 		$270K Sell
1,320
-7
-0.5% -$1.37K 0.08% 95
2020
Q4 		$266K Hold
1,327
– – 0.08% 97
2020
Q3 		$206K Buy
+1,327
New +$197K 0.07% 111
2020
Q1 		– Sell
-1,685
Closed -$281K – 115
2019
Q4 		$281K Hold
1,685
– – 0.1% 113
2019
Q3 		$269K Hold
1,685
– – 0.11% 115
2019
Q2 		$277K Sell
1,685
-318
-16% -$50.6K 0.12% 106
2019
Q1 		$300K Hold
2,003
– – 0.14% 96
2018
Q4 		$249K Sell
2,003
-451
-18% -$61.6K 0.14% 98
2018
Q3 		$369K Hold
2,454
– – 0.19% 84
2018
Q2 		$319K Buy
+2,454
New +$326K 0.18% 90

Other funds holding HON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

White Lighthouse Investment Management's HON Position: Q2 2025 in Review

White Lighthouse Investment Management sold out of Honeywell (HON) in Q2 2025, closing a stake of 1,399 shares — an estimated $279K sold.

White Lighthouse Investment Management first reported a position in HON in Q2 2018 and held it in 24 quarters. The position peaked at $369K in Q3 2018. 2,699 funds tracked by Wall St. Rank hold HON as of Q2 2025.

  • White Lighthouse Investment Management reported no remaining Honeywell position as of Q2 2025 after selling out during the quarter.
  • White Lighthouse Investment Management sold 1,399 Honeywell shares in Q2 2025, an estimated $279K.
  • White Lighthouse Investment Management first reported a position in Honeywell in Q2 2018 and held it in 24 quarters.
  • White Lighthouse Investment Management's Honeywell position peaked at $369K in Q3 2018.
  • 2,699 funds tracked by Wall St. Rank held Honeywell as of Q2 2025.

Based on White Lighthouse Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.