Beacon Bridge Wealth Partners’s Home Depot HD Stock Holding History

Beacon Bridge Wealth Partners’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 Q1	$457K	Sell	1,389 -4	-0.3%	-$1.46K	0.15%	76
2025 Q4	$479K	Sell	1,393 -328	-19%	-$120K	0.16%	75
2025 Q3	$697K	Buy	1,721 +25	+1%	+$9.83K	0.25%	58
2025 Q2	$622K	Buy	1,696 +6	+0.4%	+$2.17K	0.25%	53
2025 Q1	$620K	Buy	1,690 +39	+2%	+$15.2K	0.26%	56
2024 Q4	$642K	Buy	1,651 +2	+0.1%	+$817	0.27%	59
2024 Q3	$668K	Buy	1,649 +2	+0.1%	+$729	0.29%	56
2024 Q2	$567K	Buy	1,647 +54	+3%	+$18.4K	0.26%	60
2024 Q1	$611K	Buy	1,593 +38	+2%	+$13.9K	0.29%	55
2023 Q4	$539K	Sell	1,555 -31	-2%	-$9.6K	0.27%	52
2023 Q3	$479K	Buy	1,586 +2	+0.1%	+$643	0.25%	50
2023 Q2	$492K	Sell	1,584 -100	-6%	-$29.5K	0.25%	41
2023 Q1	$497K	Buy	1,684 +101	+6%	+$31K	0.3%	37
2022 Q4	$500K	Buy	+1,583	New	+$482K	0.36%	37

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

Beacon Bridge Wealth Partners's HD Position: Q1 2026 in Review

Beacon Bridge Wealth Partners reduced its Home Depot (HD) stake by 0.29% in Q1 2026, selling an estimated $1.46K and leaving 1,389 shares worth $457K. The position accounts for 0.15% of the portfolio, ranked #76.

Beacon Bridge Wealth Partners first reported a position in HD in Q4 2022 and has held it in 14 quarters since. The position peaked at $697K in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Beacon Bridge Wealth Partners held 1,389 shares of Home Depot worth $457K as of Q1 2026.
Beacon Bridge Wealth Partners sold 4 Home Depot shares in Q1 2026, an estimated $1.46K.
Home Depot made up 0.15% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #76 holding.
Beacon Bridge Wealth Partners first reported a position in Home Depot in Q4 2022 and has held it in 14 quarters since.
Beacon Bridge Wealth Partners's Home Depot position peaked at $697K in Q3 2025.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.