Jeremy Grantham's HON Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 65,378 shares of Honeywell International Inc. (HON) worth $12.75 M, representing 0.03% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in HON, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 536,010 shares. Largest reduction occurred in Q3 2020, reducing 1.03 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Honeywell International (HON) Holding Value Over Time
Track share changes against reported price movement
Quarterly Honeywell International (HON) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +25,790 | Add 65.15% | 65,378 | $195.09 |
| Q3 2025 | +16,763 | Add 73.44% | 39,588 | $210.50 |
| Q2 2025 | +17,428 | Add 322.92% | 22,825 | $232.88 |
| Q1 2025 | +229 | Add 4.43% | 5,397 | $211.75 |
| Q4 2024 | -145 | Reduce 2.73% | 5,168 | $225.90 |
| Q3 2024 | +5,313 | New Buy | 5,313 | $206.71 |
| Q3 2023 | -1,932 | Sold Out | 0 | $0.00 |
| Q2 2023 | +1,932 | New Buy | 1,932 | $207.50 |
| Q4 2022 | -1,531 | Sold Out | 0 | $0.00 |
| Q3 2022 | -1,000 | Reduce 39.51% | 1,531 | $167.21 |
| Q2 2022 | +400 | Add 18.77% | 2,531 | $173.84 |
| Q1 2022 | +2,131 | New Buy | 2,131 | $194.74 |
| Q3 2021 | -13,377 | Sold Out | 0 | $0.00 |
| Q2 2021 | +4,431 | Add 49.53% | 13,377 | $219.33 |
| Q1 2021 | -79,783 | Reduce 89.92% | 8,946 | $217.08 |
| Q4 2020 | -2,200 | Reduce 2.42% | 88,729 | $212.70 |
| Q3 2020 | -1.03 M | Reduce 91.91% | 90,929 | $164.61 |
| Q2 2020 | +199,844 | Add 21.62% | 1.12 M | $144.59 |
| Q1 2020 | +186,130 | Add 25.21% | 924,392 | $133.79 |
| Q4 2019 | +2,445 | Add 0.33% | 738,262 | $177.00 |
| Q3 2019 | +19,800 | Add 2.77% | 735,817 | $169.20 |
| Q2 2019 | -47,805 | Reduce 6.26% | 716,017 | $174.59 |
| Q1 2019 | -125,352 | Reduce 14.10% | 763,822 | $158.92 |
| Q4 2018 | -63,111 | Reduce 6.63% | 889,174 | $132.12 |
| Q3 2018 | -34,500 | Reduce 3.50% | 952,285 | $166.40 |
| Q2 2018 | -92,450 | Reduce 8.57% | 986,785 | $144.05 |
| Q1 2018 | +69,700 | Add 6.90% | 1.08 M | $144.51 |
| Q4 2017 | -18,600 | Reduce 1.81% | 1.01 M | $153.36 |
| Q3 2017 | -107,098 | Reduce 9.43% | 1.03 M | $141.74 |
| Q2 2017 | -727 | Reduce 0.06% | 1.14 M | $133.29 |
| Q1 2017 | -73,353 | Reduce 6.07% | 1.14 M | $124.87 |
| Q4 2016 | +111,178 | Add 10.12% | 1.21 M | $115.85 |
| Q3 2016 | +186,358 | Add 20.44% | 1.1 M | $116.59 |
| Q2 2016 | -333,034 | Reduce 26.75% | 911,777 | $116.32 |
| Q1 2016 | -58,600 | Reduce 4.50% | 1.24 M | $112.05 |
| Q4 2015 | -86,876 | Reduce 6.25% | 1.3 M | $103.57 |
| Q3 2015 | -81,177 | Reduce 5.52% | 1.39 M | $94.69 |
| Q2 2015 | +105,600 | Add 7.73% | 1.47 M | $101.97 |
| Q1 2015 | +201,622 | Add 17.32% | 1.37 M | $104.31 |
| Q4 2014 | -57,570 | Reduce 4.71% | 1.16 M | $99.92 |
| Q3 2014 | +536,010 | Add 78.16% | 1.22 M | $93.12 |
| Q2 2014 | +330,800 | Add 93.18% | 685,802 | $92.95 |
| Q1 2014 | +355,002 | New Buy | 355,002 | $92.76 |
Jeremy Grantham's Honeywell International Investment FAQs
Jeremy Grantham first purchased Honeywell International Inc. (HON) in Q1 2014, acquiring 355,002 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Honeywell International Inc. (HON) for 43 quarters since Q1 2014.
Jeremy Grantham's largest addition to Honeywell International Inc. (HON) was in Q3 2014, adding 1,221,812 shares worth $113.78 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 65,378 shares of Honeywell International Inc. (HON), valued at approximately $12.75 M.
As of the Q4 2025 filing, Honeywell International Inc. (HON) represents approximately 0.03% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Honeywell International Inc. (HON) was 1,471,464 shares, as reported at the end of Q2 2015.