Position in HON
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,064,460
-$1,480,578 QoQ
Shares Held
31,552
-12.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#391
of 1,999 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HON Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $11,973,506 across 4 Conglomerates names. HON ranks #1 (59.0% of the industry book) .
All Filings in HON
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,064,460 | 31,552 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $8,545,038 | 37,805 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $6,479,495 | 33,213 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $25,715,482 | 122,164 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $25,138,904 | 107,948 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $21,804,932 | 102,975 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $22,738,067 | 100,660 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $19,517,957 | 94,422 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $19,001,848 | 88,985 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $15,692,383 | 76,455 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $26,942,289 | 128,474 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,901,113 | 107,725 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $19,520,975 | 94,077 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $13,698,910 | 71,677 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $17,386,799 | 81,133 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $14,872,018 | 89,070 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $16,108,359 | 92,678 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $20,584,231 | 105,788 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $19,807,617 | 94,996 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $20,803,862 | 98,002 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $20,831,668 | 94,970 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $17,178,269 | 79,137 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $14,361,080 | 67,518 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $10,507,220 | 63,831 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $8,689,568 | 60,098 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,964,999 | 29,636 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||