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 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 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 Investment Advisors's HD Position: Q1 2026 in Review

Beacon Investment Advisors increased its Home Depot (HD) stake by 0.9% in Q1 2026, buying an estimated $14.2K and bringing the position to 4,383 shares worth $1.44M. The position accounts for 0.54% of the portfolio, ranked #53.

Beacon Investment Advisors first reported a position in HD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.8M in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Beacon Investment Advisors held 4,383 shares of Home Depot worth $1.44M as of Q1 2026.
Beacon Investment Advisors bought 39 Home Depot shares in Q1 2026, an estimated $14.2K.
Home Depot made up 0.54% of Beacon Investment Advisors's portfolio in Q1 2026, its #53 holding.
Beacon Investment Advisors first reported a position in Home Depot in Q4 2022 and has held it in 14 quarters since.
Beacon Investment Advisors's Home Depot position peaked at $1.8M in Q3 2025.
4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.