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Allium Financial Advisors’s Home Depot HD Stock Holding History

Allium Financial Advisors’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$466K Buy
1,416
+71
+5% +$25.9K 0.37% 39
2025
Q4 		$463K Sell
1,345
-197
-13% -$72.2K 0.37% 39
2025
Q3 		$625K Sell
1,542
-113
-7% -$44.4K 0.52% 32
2025
Q2 		$607K Sell
1,655
-30
-2% -$10.9K 0.53% 31
2025
Q1 		$618K Buy
+1,685
New +$657K 0.56% 31

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Allium Financial Advisors's HD Position: Q1 2026 in Review

Allium Financial Advisors increased its Home Depot (HD) stake by 5.3% in Q1 2026, buying an estimated $25.9K and bringing the position to 1,416 shares worth $466K. The position accounts for 0.37% of the portfolio, ranked #39.

Allium Financial Advisors first reported a position in HD in Q1 2025 and has held it in 5 quarters since. The position peaked at $625K in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Allium Financial Advisors held 1,416 shares of Home Depot worth $466K as of Q1 2026.
  • Allium Financial Advisors bought 71 Home Depot shares in Q1 2026, an estimated $25.9K.
  • Home Depot made up 0.37% of Allium Financial Advisors's portfolio in Q1 2026, its #39 holding.
  • Allium Financial Advisors first reported a position in Home Depot in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's Home Depot position peaked at $625K in Q3 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.