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Bard Financial Services’s Home Depot HD Stock Holding History

Bard Financial Services’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 		$25.1M Sell
61,910
-125
-0.2% -$49.1K 2.75% 4
2025
Q2 		$22.7M Sell
62,035
-225
-0.4% -$81.4K 2.72% 4
2025
Q1 		$22.8M Sell
62,260
-609
-1% -$237K 2.79% 4
2024
Q4 		$24.5M Sell
62,869
-1,350
-2% -$552K 2.93% 4
2024
Q3 		$26M Sell
64,219
-22,646
-26% -$8.26M 3.07% 3
2024
Q2 		$29.9M Buy
86,865
+50
+0.1% +$17.1K 3.09% 5
2024
Q1 		$33.3M Sell
86,815
-340
-0.4% -$124K 3.54% 5
2023
Q4 		$30.2M Buy
87,155
+3,305
+4% +$1.02M 3.39% 4
2023
Q3 		$25.3M Buy
83,850
+275
+0.3% +$88.4K 3.13% 5
2023
Q2 		$26M Sell
83,575
-625
-0.7% -$185K 1.97% 9
2023
Q1 		$24.8M Sell
84,200
-175
-0.2% -$53.7K 1.99% 9
2022
Q4 		$26.7M Sell
84,375
-375
-0.4% -$114K 2.26% 8
2022
Q3 		$23.4M Buy
84,750
+450
+0.5% +$133K 2.19% 8
2022
Q2 		$23.1M Buy
84,300
+125
+0.1% +$36.9K 2.11% 7
2022
Q1 		$25.2M Sell
84,175
-700
-0.8% -$243K 2.05% 10
2021
Q4 		$35.2M Sell
84,875
-4,920
-5% -$1.87M 2.84% 6
2021
Q3 		$29.5M Sell
89,795
-375
-0.4% -$123K 2.61% 6
2021
Q2 		$28.8M Hold
90,170
– – 2.56% 6
2021
Q1 		$27.5M Sell
90,170
-5,375
-6% -$1.48M 2.67% 6
2020
Q4 		$25.4M Buy
+95,545
New +$26.3M 2.54% 8

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bard Financial Services's HD Position: Q3 2025 in Review

Bard Financial Services reduced its Home Depot (HD) stake by 0.2% in Q3 2025, selling an estimated $49.1K and leaving 61,910 shares worth $25.1M. The position accounts for 2.75% of the portfolio, ranked #4.

Bard Financial Services first reported a position in HD in Q4 2020 and has held it in 20 quarters since. The position peaked at $35.2M in Q4 2021. 4,071 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Bard Financial Services held 61,910 shares of Home Depot worth $25.1M as of Q3 2025.
  • Bard Financial Services sold 125 Home Depot shares in Q3 2025, an estimated $49.1K.
  • Home Depot made up 2.75% of Bard Financial Services's portfolio in Q3 2025, its #4 holding.
  • Bard Financial Services first reported a position in Home Depot in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Home Depot position peaked at $35.2M in Q4 2021.
  • 4,071 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.