Jeremy Grantham's HON Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 12,828 shares of Honeywell International Inc. (HON) worth $5.8 M, representing 0.01% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 44 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 268,005 shares. Largest reduction occurred in Q3 2020, reducing 516,654 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 |
|---|---|---|---|---|
| Q1 2026 | -19,861 | Reduce 60.76% | 12,828 | $452.06 |
| Q4 2025 | +12,895 | Add 65.15% | 32,689 | $390.18 |
| Q3 2025 | +8,382 | Add 73.45% | 19,794 | $421.00 |
| Q2 2025 | +8,714 | Add 322.98% | 11,412 | $465.78 |
| Q1 2025 | +114 | Add 4.41% | 2,698 | $423.58 |
| Q4 2024 | -72 | Reduce 2.71% | 2,584 | $451.80 |
| Q3 2024 | +2,656 | New Buy | 2,656 | $413.50 |
| Q3 2023 | -966 | Sold Out | 0 | $0.00 |
| Q2 2023 | +966 | New Buy | 966 | $415.00 |
| Q4 2022 | -766 | Sold Out | 0 | $0.00 |
| Q3 2022 | -500 | Reduce 39.49% | 766 | $334.20 |
| Q2 2022 | +200 | Add 18.76% | 1,266 | $347.55 |
| Q1 2022 | +1,066 | New Buy | 1,066 | $389.31 |
| Q3 2021 | -6,688 | Sold Out | 0 | $0.00 |
| Q2 2021 | +2,215 | Add 49.52% | 6,688 | $438.70 |
| Q1 2021 | -39,891 | Reduce 89.92% | 4,473 | $434.16 |
| Q4 2020 | -1,100 | Reduce 2.42% | 44,364 | $425.41 |
| Q3 2020 | -516,654 | Reduce 91.91% | 45,464 | $329.23 |
| Q2 2020 | +99,922 | Add 21.62% | 562,118 | $289.18 |
| Q1 2020 | +93,065 | Add 25.21% | 462,196 | $267.58 |
| Q4 2019 | +1,223 | Add 0.33% | 369,131 | $354.00 |
| Q3 2019 | +9,900 | Add 2.77% | 367,908 | $338.40 |
| Q2 2019 | -23,903 | Reduce 6.26% | 358,008 | $349.18 |
| Q1 2019 | -62,676 | Reduce 14.10% | 381,911 | $317.84 |
| Q4 2018 | -31,555 | Reduce 6.63% | 444,587 | $264.24 |
| Q3 2018 | -17,250 | Reduce 3.50% | 476,142 | $332.80 |
| Q2 2018 | -46,226 | Reduce 8.57% | 493,392 | $288.10 |
| Q1 2018 | +34,850 | Add 6.90% | 539,618 | $289.02 |
| Q4 2017 | -9,300 | Reduce 1.81% | 504,768 | $306.72 |
| Q3 2017 | -53,548 | Reduce 9.43% | 514,068 | $283.48 |
| Q2 2017 | -364 | Reduce 0.06% | 567,616 | $266.58 |
| Q1 2017 | -36,676 | Reduce 6.07% | 567,980 | $249.74 |
| Q4 2016 | +55,588 | Add 10.12% | 604,656 | $231.70 |
| Q3 2016 | +93,180 | Add 20.44% | 549,068 | $233.18 |
| Q2 2016 | -166,518 | Reduce 26.75% | 455,888 | $232.64 |
| Q1 2016 | -29,300 | Reduce 4.50% | 622,406 | $224.10 |
| Q4 2015 | -43,438 | Reduce 6.25% | 651,706 | $207.14 |
| Q3 2015 | -40,588 | Reduce 5.52% | 695,144 | $189.38 |
| Q2 2015 | +52,800 | Add 7.73% | 735,732 | $203.94 |
| Q1 2015 | +100,811 | Add 17.32% | 682,932 | $208.62 |
| Q4 2014 | -28,785 | Reduce 4.71% | 582,121 | $199.84 |
| Q3 2014 | +268,005 | Add 78.16% | 610,906 | $186.24 |
| Q2 2014 | +165,400 | Add 93.18% | 342,901 | $185.90 |
| Q1 2014 | +177,501 | New Buy | 177,501 | $185.52 |
Jeremy Grantham's Honeywell International Investment FAQs
Jeremy Grantham first purchased Honeywell International Inc. (HON) in Q1 2014, acquiring 177,501 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 44 quarters since Q1 2014.
Jeremy Grantham's largest addition to Honeywell International Inc. (HON) was in Q3 2014, adding 610,906 shares worth $113.78 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 12,828 shares of Honeywell International Inc. (HON), valued at approximately $5.8 M.
As of the Q1 2026 filing, Honeywell International Inc. (HON) represents approximately 0.01% 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 735,732 shares, as reported at the end of Q2 2015.