WWM
HON icon

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 $5.7T 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 $1.47T 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