Aptus Capital Advisors’s Home Depot HD Stock Holding History

Aptus Capital 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
2021 Q4	–	Sell	-350,000	Closed	-$115M	–	572
2021 Q3	$115M	Buy	+350,000	New	+$115M	2.96%	9
2021 Q1	–	Sell	-105,000	Closed	-$27.9M	–	533
2020 Q4	$27.9M	Buy	105,000 +42,500	+68%	+$11.7M	1.28%	14
2020 Q3	$17.4M	Buy	+62,500	New	+$16.9M	0.92%	21
2019 Q4	–	Sell	-65,000	Closed	-$15.1M	–	526
2019 Q3	$15.1M	Buy	65,000 +64,375	+10,300%	+$14.1M	0.84%	25
2019 Q2	$603K	Buy	625 +130	+26%	+$25.9K	0.08%	190
2019 Q1	$490K	Buy	+495	New	+$90.8K	0.08%	183

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

Aptus Capital Advisors's HD Position: Q1 2026 in Review

Aptus Capital Advisors increased its Home Depot (HD) stake by 29% in Q1 2026, buying an estimated $4.98M and bringing the position to 61,403 shares worth $20.2M. The position accounts for 0.16% of the portfolio, ranked #116.

Aptus Capital Advisors first reported a position in HD in Q1 2019 and has held it in 29 quarters since. The position peaked at $40.3M in Q2 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Aptus Capital Advisors held 61,403 shares of Home Depot worth $20.2M as of Q1 2026.
Aptus Capital Advisors bought 13,655 Home Depot shares in Q1 2026, an estimated $4.98M.
Home Depot made up 0.16% of Aptus Capital Advisors's portfolio in Q1 2026, its #116 holding.
Aptus Capital Advisors first reported a position in Home Depot in Q1 2019 and has held it in 29 quarters since.
Aptus Capital Advisors's Home Depot position peaked at $40.3M in Q2 2025.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.