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BCS Wealth Management’s Home Depot HD Stock Holding History

BCS Wealth Management’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 		$537K Sell
1,521
-178
-10% -$57.9K 0.1% 174
2026
Q1 		$559K Sell
1,699
-1,759
-51% -$641K 0.11% 150
2025
Q4 		$1.19M Buy
3,458
+1,742
+102% +$638K 0.12% 145
2025
Q3 		$695K Sell
1,716
-656
-28% -$258K 0.16% 116
2025
Q2 		$870K Buy
2,372
+753
+47% +$272K 0.19% 107
2025
Q1 		$593K Sell
1,619
-364
-18% -$142K 0.15% 129
2024
Q4 		$771K Buy
+1,983
New +$810K 0.19% 104
2024
Q2 		– Sell
-1,711
Closed -$656K – 177
2024
Q1 		$656K Buy
1,711
+2
+0.1% +$731 0.21% 105
2023
Q4 		$592K Hold
1,709
– – 0.22% 104
2023
Q3 		$516K Buy
+1,709
New +$550K 0.21% 105
2023
Q1 		– Sell
-1,477
Closed -$467K – 176
2022
Q4 		$467K Hold
1,477
– – 0.2% 114
2022
Q3 		$408K Sell
1,477
-370
-20% -$109K 0.19% 113
2022
Q2 		$507K Buy
1,847
+801
+77% +$236K 0.23% 95
2022
Q1 		$313K Sell
1,046
-763
-42% -$265K 0.13% 144
2021
Q4 		$751K Buy
1,809
+967
+115% +$368K 0.27% 82
2021
Q3 		$276K Sell
842
-38
-4% -$12.5K 0.12% 146
2021
Q2 		$281K Buy
880
+135
+18% +$42.9K 0.15% 127
2021
Q1 		$227K Buy
+745
New +$205K 0.11% 142

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

BCS Wealth Management's HD Position: Q2 2026 in Review

BCS Wealth Management reduced its Home Depot (HD) stake by 10% in Q2 2026, selling an estimated $57.9K and leaving 1,521 shares worth $537K. The position accounts for 0.1% of the portfolio, ranked #174.

BCS Wealth Management first reported a position in HD in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.19M in Q4 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • BCS Wealth Management held 1,521 shares of Home Depot worth $537K as of Q2 2026.
  • BCS Wealth Management sold 178 Home Depot shares in Q2 2026, an estimated $57.9K.
  • Home Depot made up 0.1% of BCS Wealth Management's portfolio in Q2 2026, its #174 holding.
  • BCS Wealth Management first reported a position in Home Depot in Q1 2021 and has held it in 18 quarters since.
  • BCS Wealth Management's Home Depot position peaked at $1.19M in Q4 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.