Jeremy Grantham's HON Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 39,588 shares of Honeywell International Inc. (HON) worth $8.33 M, representing 0.02% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +355,002 | New Buy | 355,002 | $92.76 |
| Q2 2014 | +330,800 | Add 93.18% | 685,802 | $92.95 |
| Q3 2014 | +536,010 | Add 78.16% | 1.22 M | $93.12 |
| Q4 2014 | -57,570 | Reduce 4.71% | 1.16 M | $99.92 |
| Q1 2015 | +201,622 | Add 17.32% | 1.37 M | $104.31 |
| Q2 2015 | +105,600 | Add 7.73% | 1.47 M | $101.97 |
| Q3 2015 | -81,177 | Reduce 5.52% | 1.39 M | $94.69 |
| Q4 2015 | -86,876 | Reduce 6.25% | 1.3 M | $103.57 |
| Q1 2016 | -58,600 | Reduce 4.50% | 1.24 M | $112.05 |
| Q2 2016 | -333,034 | Reduce 26.75% | 911,777 | $116.32 |
| Q3 2016 | +186,358 | Add 20.44% | 1.1 M | $116.59 |
| Q4 2016 | +111,178 | Add 10.12% | 1.21 M | $115.85 |
| Q1 2017 | -73,353 | Reduce 6.07% | 1.14 M | $124.87 |
| Q2 2017 | -727 | Reduce 0.06% | 1.14 M | $133.29 |
| Q3 2017 | -107,098 | Reduce 9.43% | 1.03 M | $141.74 |
| Q4 2017 | -18,600 | Reduce 1.81% | 1.01 M | $153.36 |
| Q1 2018 | +69,700 | Add 6.90% | 1.08 M | $144.51 |
| Q2 2018 | -92,450 | Reduce 8.57% | 986,785 | $144.05 |
| Q3 2018 | -34,500 | Reduce 3.50% | 952,285 | $166.40 |
| Q4 2018 | -63,111 | Reduce 6.63% | 889,174 | $132.12 |
| Q1 2019 | -125,352 | Reduce 14.10% | 763,822 | $158.92 |
| Q2 2019 | -47,805 | Reduce 6.26% | 716,017 | $174.59 |
| Q3 2019 | +19,800 | Add 2.77% | 735,817 | $169.20 |
| Q4 2019 | +2,445 | Add 0.33% | 738,262 | $177.00 |
| Q1 2020 | +186,130 | Add 25.21% | 924,392 | $133.79 |
| Q2 2020 | +199,844 | Add 21.62% | 1.12 M | $144.59 |
| Q3 2020 | -1.03 M | Reduce 91.91% | 90,929 | $164.61 |
| Q4 2020 | -2,200 | Reduce 2.42% | 88,729 | $212.70 |
| Q1 2021 | -79,783 | Reduce 89.92% | 8,946 | $217.08 |
| Q2 2021 | +4,431 | Add 49.53% | 13,377 | $219.33 |
| Q3 2021 | -13,377 | Sold Out | 13,377 | $0.00 |
| Q1 2022 | +2,131 | New Buy | 2,131 | $194.74 |
| Q2 2022 | +400 | Add 18.77% | 2,531 | $173.84 |
| Q3 2022 | -1,000 | Reduce 39.51% | 1,531 | $167.21 |
| Q4 2022 | -1,531 | Sold Out | 1,531 | $0.00 |
| Q2 2023 | +1,932 | New Buy | 1,932 | $207.50 |
| Q3 2023 | -1,932 | Sold Out | 1,932 | $0.00 |
| Q3 2024 | +5,313 | New Buy | 5,313 | $206.71 |
| Q4 2024 | -145 | Reduce 2.73% | 5,168 | $225.90 |
| Q1 2025 | +229 | Add 4.43% | 5,397 | $211.75 |
| Q2 2025 | +17,428 | Add 322.92% | 22,825 | $232.88 |
| Q3 2025 | +16,763 | Add 73.44% | 39,588 | $210.50 |
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 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Honeywell International Inc. (HON) was in Q3 2014, adding 1,221,812 shares worth $113.78 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 39,588 shares of Honeywell International Inc. (HON), valued at approximately $8.33 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Honeywell International Inc. (HON) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Honeywell International Inc. (HON) was 1,471,464 shares, as reported at the end of Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.