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Baer Investment Advisory’s Home Depot HD Stock Holding History

Baer Investment Advisory’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
Q2 		$1.43M Buy
+4,075
New +$1.33M 1.2% 29
2025
Q4 		– Sell
-5,006
Closed -$2.03M – 42
2025
Q3 		$2.03M Sell
5,006
-638
-11% -$251K 1.74% 25
2025
Q2 		$2.08M Sell
5,644
-107
-2% -$38.7K 2.36% 20
2025
Q1 		$2.12M Buy
5,751
+71
+1% +$27.7K 2.75% 19
2024
Q4 		$2.37M Buy
+5,680
New +$2.32M 2.55% 20

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baer Investment Advisory's HD Position: Q2 2026 in Review

Baer Investment Advisory opened a new position in Home Depot (HD) in Q2 2026: 4,075 shares worth $1.43M. The stake represents 1.2% of the portfolio and ranks #29 among its holdings. This is a return to the name: Baer Investment Advisory previously reported a position in HD as recently as Q3 2025.

Baer Investment Advisory first reported a position in HD in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.37M in Q4 2024. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Baer Investment Advisory held 4,075 shares of Home Depot worth $1.43M as of Q2 2026.
  • Home Depot was a new Baer Investment Advisory position in Q2 2026.
  • Home Depot made up 1.2% of Baer Investment Advisory's portfolio in Q2 2026, its #29 holding.
  • Baer Investment Advisory first reported a position in Home Depot in Q4 2024 and has held it in 5 quarters since.
  • Baer Investment Advisory's Home Depot position peaked at $2.37M in Q4 2024.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Baer Investment Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.