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WJ Wealth Management’s Honeywell HON Stock Holding History

WJ 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 		– Sell
-1,061
Closed -$233K – 83
2025
Q2 		$233K Buy
+1,061
New +$215K 0.07% 90
2024
Q1 		– Sell
-3,830
Closed -$757K – 74
2023
Q4 		$757K Buy
3,830
+21
+0.6% +$3.79K 0.33% 42
2023
Q3 		$663K Sell
3,809
-32
-0.8% -$5.86K 0.32% 38
2023
Q2 		$751K Buy
3,841
+277
+8% +$51.4K 0.36% 37
2023
Q1 		$642K Sell
3,564
-3,528
-50% -$663K 0.43% 34
2022
Q4 		$1.43M Buy
7,092
+3,202
+82% +$612K 0.83% 23
2022
Q3 		$612K Buy
3,890
+19
+0.5% +$3.31K 0.38% 31
2022
Q2 		$634K Buy
3,871
+1,395
+56% +$250K 0.45% 27
2022
Q1 		$454K Sell
2,476
-42
-2% -$7.77K 0.3% 28
2021
Q4 		$495K Buy
2,518
+12
+0.5% +$2.42K 0.3% 33
2021
Q3 		$501K Sell
2,506
-79
-3% -$16.8K 0.33% 38
2021
Q2 		$534K Sell
2,585
-43
-2% -$9.09K 1.65% 15
2021
Q1 		$538K Buy
2,628
+11
+0.4% +$2.15K 1.67% 18
2020
Q4 		$525K Buy
2,617
+10
+0.4% +$1.82K 1.63% 15
2020
Q3 		$404K Sell
2,607
-2,581
-50% -$384K 1.31% 20
2020
Q2 		$708K Buy
+5,188
New +$687K 0.5% 27

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

WJ Wealth Management's HON Position: Q3 2025 in Review

WJ Wealth Management sold out of Honeywell (HON) in Q3 2025, closing a stake of 1,061 shares — an estimated $233K sold.

WJ Wealth Management first reported a position in HON in Q2 2020 and held it in 16 quarters. The position peaked at $1.43M in Q4 2022. 2,650 funds tracked by Wall St. Rank hold HON as of Q3 2025.

  • WJ Wealth Management reported no remaining Honeywell position as of Q3 2025 after selling out during the quarter.
  • WJ Wealth Management sold 1,061 Honeywell shares in Q3 2025, an estimated $233K.
  • WJ Wealth Management first reported a position in Honeywell in Q2 2020 and held it in 16 quarters.
  • WJ Wealth Management's Honeywell position peaked at $1.43M in Q4 2022.
  • 2,650 funds tracked by Wall St. Rank held Honeywell as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.