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Beacon Financial Advisory’s Home Depot HD Stock Holding History

Beacon Financial 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
Q1 		$708K Sell
2,154
-23
-1% -$8.38K 0.16% 171
2025
Q4 		$749K Sell
2,177
-80
-4% -$29.3K 0.17% 153
2025
Q3 		$914K Buy
2,257
+377
+20% +$148K 0.21% 130
2025
Q2 		$689K Buy
1,880
+236
+14% +$85.4K 0.18% 152
2025
Q1 		$603K Buy
1,644
+30
+2% +$11.7K 0.18% 144
2024
Q4 		$628K Buy
1,614
+3
+0.2% +$1.23K 0.2% 138
2024
Q3 		$653K Buy
1,611
+64
+4% +$23.3K 0.22% 127
2024
Q2 		$532K Buy
1,547
+386
+33% +$132K 0.2% 139
2024
Q1 		$446K Buy
1,161
+45
+4% +$16.4K 0.22% 131
2023
Q4 		$387K Sell
1,116
-17
-2% -$5.26K 0.19% 150
2023
Q3 		$342K Buy
1,133
+32
+3% +$10.3K 0.19% 151
2023
Q2 		$342K Sell
1,101
-21
-2% -$6.2K 0.2% 151
2023
Q1 		$331K Buy
1,122
+9
+0.8% +$2.76K 0.21% 139
2022
Q4 		$351K Sell
1,113
-18
-2% -$5.48K 0.25% 124
2022
Q3 		$312K Sell
1,131
-1,083
-49% -$320K 0.22% 140
2022
Q2 		$607K Buy
2,214
+135
+6% +$39.9K 0.35% 97
2022
Q1 		$622K Sell
2,079
-20
-1% -$6.94K 0.3% 103
2021
Q4 		$871K Buy
2,099
+166
+9% +$63.2K 0.4% 80
2021
Q3 		$635K Buy
1,933
+50
+3% +$16.4K 0.33% 97
2021
Q2 		$600K Buy
1,883
+14
+0.7% +$4.45K 0.32% 102
2021
Q1 		$571K Buy
1,869
+226
+14% +$62.3K 0.33% 102
2020
Q4 		$436K Buy
1,643
+417
+34% +$115K 0.28% 111
2020
Q3 		$340K Sell
1,226
-40
-3% -$10.8K 0.3% 117
2020
Q2 		$317K Hold
1,266
– – 0.34% 100
2020
Q1 		$236K Sell
1,266
-365
-22% -$80.1K 0.3% 109
2019
Q4 		$356K Buy
+1,631
New +$369K 0.3% 95

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beacon Financial Advisory's HD Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Home Depot (HD) stake by 1.1% in Q1 2026, selling an estimated $8.38K and leaving 2,154 shares worth $708K. The position accounts for 0.16% of the portfolio, ranked #171.

Beacon Financial Advisory first reported a position in HD in Q4 2019 and has held it in 26 quarters since. The position peaked at $914K in Q3 2025. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Beacon Financial Advisory held 2,154 shares of Home Depot worth $708K as of Q1 2026.
  • Beacon Financial Advisory sold 23 Home Depot shares in Q1 2026, an estimated $8.38K.
  • Home Depot made up 0.16% of Beacon Financial Advisory's portfolio in Q1 2026, its #171 holding.
  • Beacon Financial Advisory first reported a position in Home Depot in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's Home Depot position peaked at $914K in Q3 2025.
  • 4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.