44 WEALTH MANAGEMENT LLC HON HONEYWELL INTL INC

Ownership history in 44 WEALTH MANAGEMENT LLC  ·  17 quarters on record

AI Ownership Summary

44 WEALTH MANAGEMENT LLC reported HONEYWELL INTL INC (HON) in 17 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.13% in 2025 Q1. The latest visible filing shows HON at 0.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 44 WEALTH MANAGEMENT LLC's position in HONEYWELL INTL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HON was reported at 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 44 WEALTH MANAGEMENT LLC held HON — position size vs. price
% of Fund (quarterly)    HON price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 12,639 -54 -0.4% 0.83% $2.5M 2026-02-14 (Est.) $240.19
2025 Q3 REDUCED 12,693 -187 -1.5% 0.91% $2.7M 2025-11-14 $198.06
2025 Q2 REDUCED 9.0% -9.7% 12,880 -1,278 -9.0% 1.06% $3.0M 2025-08-15 $202.09
2025 Q1 ADDED 14,158 +2,921 +26.0% 1.13% $3.0M 2025-04-29 $195.15
2024 Q4 REDUCED 11,237 -431 -3.7% 0.98% $2.5M 2025-02-03 $204.13
2024 Q3 ADDED 11,668 +10,400 +820.2% 0.90% $2.6M 2024-10-25 $189.97
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About 44 WEALTH MANAGEMENT LLC and HON

These are the practical questions this page is built to answer before you even open the full history table.

How long has 44 WEALTH MANAGEMENT LLC reported owning HON?

44 WEALTH MANAGEMENT LLC reported HON across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported HON position in 44 WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for HON was 1.13% in 2025 Q1.

What is the latest reported HON position on this page?

The most recent filing on this page is 2025 Q4, when 44 WEALTH MANAGEMENT LLC reported 12,639 shares, equal to 0.83% of portfolio, with an estimated market value of $2.5M.

What does the chart on this HON ownership page compare?

The chart compares 44 WEALTH MANAGEMENT LLC's quarterly HON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 44 WEALTH MANAGEMENT LLC time their HON position?

Based on 13F filing dates vs. subsequent HON price moves, 44 WEALTH MANAGEMENT LLC correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on HON relative to SPY over the holding period was -3.0%.

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