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Beacon Investment Advisors’s Home Depot HD Stock Holding History

Beacon Investment Advisors’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 		$1.55M Buy
4,401
+18
+0.4% +$5.86K 0.49% 55
2026
Q1 		$1.44M Buy
4,383
+39
+0.9% +$14.2K 0.54% 53
2025
Q4 		$1.49M Sell
4,344
-105
-2% -$38.5K 0.6% 47
2025
Q3 		$1.8M Buy
4,449
+35
+0.8% +$13.8K 0.74% 36
2025
Q2 		$1.63M Buy
4,414
+29
+0.7% +$10.5K 0.7% 42
2025
Q1 		$1.61M Buy
4,385
+23
+0.5% +$8.96K 0.76% 38
2024
Q4 		$1.7M Buy
4,362
+13
+0.3% +$5.31K 0.8% 35
2024
Q3 		$1.76M Buy
4,349
+14
+0.3% +$5.11K 0.83% 36
2024
Q2 		$1.49M Buy
4,335
+42
+1% +$14.3K 0.76% 41
2024
Q1 		$1.65M Sell
4,293
-325
-7% -$119K 0.94% 33
2023
Q4 		$1.6M Buy
4,618
+38
+0.8% +$11.8K 1.02% 31
2023
Q3 		$1.38M Buy
4,580
+19
+0.4% +$6.11K 0.98% 33
2023
Q2 		$1.42M Sell
4,561
-529
-10% -$156K 0.97% 33
2023
Q1 		$1.5M Buy
5,090
+23
+0.5% +$7.05K 1.1% 26
2022
Q4 		$1.6M Buy
+5,067
New +$1.54M 1.34% 21

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

Beacon Investment Advisors's HD Position: Q2 2026 in Review

Beacon Investment Advisors increased its Home Depot (HD) stake by 0.41% in Q2 2026, buying an estimated $5.86K and bringing the position to 4,401 shares worth $1.55M. The position accounts for 0.49% of the portfolio, ranked #55.

Beacon Investment Advisors first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.8M in Q3 2025. 4,108 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Beacon Investment Advisors held 4,401 shares of Home Depot worth $1.55M as of Q2 2026.
  • Beacon Investment Advisors bought 18 Home Depot shares in Q2 2026, an estimated $5.86K.
  • Home Depot made up 0.49% of Beacon Investment Advisors's portfolio in Q2 2026, its #55 holding.
  • Beacon Investment Advisors first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's Home Depot position peaked at $1.8M in Q3 2025.
  • 4,108 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.