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Apexium Financial’s Home Depot HD Stock Holding History

Apexium Financial’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
2025
Q3 		$1.55M Sell
3,828
-268
-7% -$105K 0.08% 99
2025
Q2 		$1.5M Buy
4,096
+124
+3% +$44.9K 0.08% 100
2025
Q1 		$1.46M Buy
3,972
+514
+15% +$200K 0.09% 101
2024
Q4 		$1.35M Sell
3,458
-88
-2% -$36K 0.08% 87
2024
Q3 		$1.44M Buy
3,546
+25
+0.7% +$9.12K 0.09% 76
2024
Q2 		$1.21M Buy
3,521
+4
+0.1% +$1.36K 0.09% 81
2024
Q1 		$1.35M Sell
3,517
-532
-13% -$194K 0.1% 78
2023
Q4 		$1.4M Buy
4,049
+700
+21% +$217K 0.1% 94
2023
Q3 		$1.01M Sell
3,349
-46
-1% -$14.8K 0.1% 81
2023
Q2 		$1.05M Sell
3,395
-207
-6% -$61.1K 0.09% 82
2023
Q1 		$1.06M Buy
3,602
+503
+16% +$154K 0.1% 80
2022
Q4 		$979K Buy
3,099
+1
+0% +$305 0.1% 79
2022
Q3 		$855K Buy
3,098
+1,407
+83% +$415K 0.11% 79
2022
Q2 		$464K Buy
1,691
+979
+138% +$289K 0.27% 59
2022
Q1 		$294K Hold
712
– – 0.15% 74
2021
Q4 		$295K Hold
712
– – 0.15% 77
2021
Q3 		$234K Hold
712
– – 0.14% 81
2021
Q2 		$227K Buy
+712
New +$226K 0.14% 73

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Apexium Financial's HD Position: Q3 2025 in Review

Apexium Financial reduced its Home Depot (HD) stake by 6.5% in Q3 2025, selling an estimated $105K and leaving 3,828 shares worth $1.55M. The position accounts for 0.08% of the portfolio, ranked #99.

Apexium Financial first reported a position in HD in Q2 2021 and has held it in 18 quarters since. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Apexium Financial held 3,828 shares of Home Depot worth $1.55M as of Q3 2025.
  • Apexium Financial sold 268 Home Depot shares in Q3 2025, an estimated $105K.
  • Home Depot made up 0.08% of Apexium Financial's portfolio in Q3 2025, its #99 holding.
  • Apexium Financial first reported a position in Home Depot in Q2 2021 and has held it in 18 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.