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Willow Creek Wealth Management’s Honeywell HON Stock Holding History

Willow Creek 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
2025
Q3 		$490K Buy
2,469
+53
+2% +$11.1K 0.04% 109
2025
Q2 		$530K Hold
2,416
– – 0.05% 96
2025
Q1 		$482K Hold
2,416
– – 0.05% 92
2024
Q4 		$514K Hold
2,416
– – 0.05% 88
2024
Q3 		$471K Buy
2,416
+145
+6% +$28.1K 0.05% 89
2024
Q2 		$457K Sell
2,271
-19
-0.8% -$3.62K 0.05% 89
2024
Q1 		$443K Sell
2,290
-200
-8% -$37.7K 0.05% 90
2023
Q4 		$492K Buy
2,490
+249
+11% +$44.9K 0.06% 82
2023
Q3 		$390K Sell
2,241
-1,063
-32% -$194K 0.06% 86
2023
Q2 		$646K Buy
3,304
+1,071
+48% +$199K 0.09% 74
2023
Q1 		$402K Hold
2,233
– – 0.06% 83
2022
Q4 		$451K Sell
2,233
-1,223
-35% -$234K 0.07% 75
2022
Q3 		$544K Sell
3,456
-6,334
-65% -$1.1M 0.11% 66
2022
Q2 		$1.6M Buy
9,790
+956
+11% +$172K 0.3% 39
2022
Q1 		$1.62M Sell
8,834
-12
-0.1% -$2.22K 0.33% 39
2021
Q4 		$1.74M Buy
8,846
+12
+0.1% +$2.42K 0.36% 34
2021
Q3 		$1.77M Hold
8,834
– – 0.39% 30
2021
Q2 		$1.83M Buy
8,834
+6,657
+306% +$1.41M 0.44% 27
2021
Q1 		$445K Sell
2,177
-54
-2% -$10.5K 0.16% 45
2020
Q4 		$447K Sell
2,231
-51
-2% -$9.27K 0.17% 43
2020
Q3 		$354K Buy
2,282
+161
+8% +$23.9K 0.15% 47
2020
Q2 		$289K Sell
2,121
-26
-1% -$3.44K 0.13% 50
2020
Q1 		$271K Hold
2,147
– – 0.14% 44
2019
Q4 		$358K Hold
2,147
– – 0.16% 45
2019
Q3 		$342K Sell
2,147
-956
-31% -$152K 0.16% 47
2019
Q2 		$511K Buy
3,103
+26
+0.8% +$4.14K 0.24% 34
2019
Q1 		$461K Hold
3,077
– – 0.23% 37
2018
Q4 		$383K Sell
3,077
-133
-4% -$18.2K 0.2% 39
2018
Q3 		$483K Sell
3,210
-55
-2% -$7.79K 0.27% 35
2018
Q2 		$425K Hold
3,265
– – 0.24% 34
2018
Q1 		$426K Buy
+3,265
New +$452K 0.23% 38

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
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

Willow Creek Wealth Management's HON Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Honeywell (HON) stake by 2.2% in Q3 2025, buying an estimated $11.1K and bringing the position to 2,469 shares worth $490K. The position accounts for 0.04% of the portfolio, ranked #109.

Willow Creek Wealth Management first reported a position in HON in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.83M in Q2 2021. 2,644 funds tracked by Wall St. Rank hold HON as of Q3 2025.

  • Willow Creek Wealth Management held 2,469 shares of Honeywell worth $490K as of Q3 2025.
  • Willow Creek Wealth Management bought 53 Honeywell shares in Q3 2025, an estimated $11.1K.
  • Honeywell made up 0.04% of Willow Creek Wealth Management's portfolio in Q3 2025, its #109 holding.
  • Willow Creek Wealth Management first reported a position in Honeywell in Q1 2018 and has held it in 31 quarters since.
  • Willow Creek Wealth Management's Honeywell position peaked at $1.83M in Q2 2021.
  • 2,644 funds tracked by Wall St. Rank held Honeywell as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.