Alpha Family Trust’s Home Depot HD Stock Holding History

Alpha Family Trust’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	$650K	Sell	1,975 -740	-27%	-$270K	0.32%	56
2025 Q4	$934K	Hold	2,715	–	–	0.43%	41
2025 Q3	$1.1M	Hold	2,715	–	–	0.52%	34
2025 Q2	$995K	Buy	2,715 +740	+37%	+$268K	0.49%	36
2025 Q1	$724K	Hold	1,975	–	–	0.42%	51
2024 Q4	$768K	Hold	1,975	–	–	0.43%	39
2024 Q3	$800K	Hold	1,975	–	–	0.45%	40
2024 Q2	$680K	Hold	1,975	–	–	0.4%	46
2024 Q1	$758K	Hold	1,975	–	–	0.46%	38
2023 Q4	$684K	Hold	1,975	–	–	0.46%	36
2023 Q3	$597K	Hold	1,975	–	–	0.45%	44
2023 Q2	$614K	Sell	1,975 -65	-3%	-$19.2K	0.43%	42
2023 Q1	$602K	Hold	2,040	–	–	0.48%	41
2022 Q4	$644K	Buy	2,040 +465	+30%	+$142K	0.58%	34
2022 Q3	$435K	Buy	1,575 +280	+22%	+$82.6K	0.33%	21
2022 Q2	$355K	Buy	+1,295	New	+$382K	0.23%	30

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alpha Family Trust's HD Position: Q1 2026 in Review

Alpha Family Trust reduced its Home Depot (HD) stake by 27% in Q1 2026, selling an estimated $270K and leaving 1,975 shares worth $650K. The position accounts for 0.32% of the portfolio, ranked #56.

Alpha Family Trust first reported a position in HD in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.1M in Q3 2025. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Alpha Family Trust held 1,975 shares of Home Depot worth $650K as of Q1 2026.
Alpha Family Trust sold 740 Home Depot shares in Q1 2026, an estimated $270K.
Home Depot made up 0.32% of Alpha Family Trust's portfolio in Q1 2026, its #56 holding.
Alpha Family Trust first reported a position in Home Depot in Q2 2022 and has held it in 16 quarters since.
Alpha Family Trust's Home Depot position peaked at $1.1M in Q3 2025.
4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.