Beacon Investment Advisory Services’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.32M Sell
9,425
-33,998
-78% -$11.1M 0.12% 103
2026
Q1
$14.3M Sell
43,423
-36,113
-45% -$13.2M 0.59% 52
2025
Q4
$27.4M Sell
79,536
-2,271
-3% -$832K 1.12% 29
2025
Q3
$33.1M Buy
81,807
+792
+1% +$311K 1.39% 20
2025
Q2
$29.7M Sell
81,015
-3,378
-4% -$1.22M 1.31% 23
2025
Q1
$30.9M Buy
84,393
+4,837
+6% +$1.89M 1.45% 21
2024
Q4
$30.9M Buy
79,556
+1,136
+1% +$464K 1.34% 23
2024
Q3
$31.8M Sell
78,420
-688
-0.9% -$251K 1.32% 26
2024
Q2
$27.2M Sell
79,108
-18,017
-19% -$6.15M 1.17% 29
2024
Q1
$37.3M Sell
97,125
-1,334
-1% -$487K 1.61% 17
2023
Q4
$34.1M Buy
98,459
+14
+0% +$4.34K 1.55% 19
2023
Q3
$29.7M Buy
98,445
+1,262
+1% +$406K 1.46% 19
2023
Q2
$30.2M Sell
97,183
-1,875
-2% -$554K 1.39% 19
2023
Q1
$29.2M Sell
99,058
-2,092
-2% -$641K 1.42% 19
2022
Q4
$31.9M Buy
101,150
+593
+0.6% +$181K 1.64% 16
2022
Q3
$27.7M Sell
100,557
-868
-0.9% -$256K 1.53% 19
2022
Q2
$27.8M Buy
101,425
+759
+0.8% +$224K 1.45% 18
2022
Q1
$30.1M Buy
100,666
+1,019
+1% +$353K 1.29% 21
2021
Q4
$41.4M Sell
99,647
-858
-0.9% -$327K 1.61% 16
2021
Q3
$33M Buy
100,505
+999
+1% +$328K 1.37% 19
2021
Q2
$31.7M Sell
99,506
-819
-0.8% -$260K 1.28% 21
2021
Q1
$30.6M Sell
100,325
-2,084
-2% -$574K 1.34% 20
2020
Q4
$27.2M Buy
102,409
+933
+0.9% +$256K 1.26% 23
2020
Q3
$28.2M Sell
101,476
-1,178
-1% -$319K 1.46% 19
2020
Q2
$25.7M Sell
102,654
-596
-0.6% -$136K 1.46% 19
2020
Q1
$19.3M Sell
103,250
-133
-0.1% -$29.2K 1.36% 21
2019
Q4
$22.6M Buy
103,383
+14,510
+16% +$3.29M 1.2% 27
2019
Q3
$20.6M Buy
88,873
+2,607
+3% +$570K 2.06% 10
2019
Q2
$17.9M Sell
86,266
-239
-0.3% -$47.7K 1.9% 10
2019
Q1
$16.6M Buy
86,505
+2,440
+3% +$448K 1.76% 11
2018
Q4
$14.4M Sell
84,065
-177
-0.2% -$31.7K 1.6% 12
2018
Q3
$17.5M Sell
84,242
-1,256
-1% -$253K 1.7% 10
2018
Q2
$16.7M Buy
85,498
+3,694
+5% +$690K 1.69% 11
2018
Q1
$14.6M Sell
81,804
-397
-0.5% -$74.5K 1.5% 13
2017
Q4
$15.6M Sell
82,201
-6,926
-8% -$1.2M 1.65% 11
2017
Q3
$14.6M Buy
89,127
+86,042
+2,789% +$13.2M 1.25% 12
2017
Q2
$473K Buy
3,085
+1,703
+123% +$261K 0.08% 46
2017
Q1
$203K Buy
+1,382
New +$196K 0.04% 84

Other funds holding HD

Beacon Investment Advisory Services's HD Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Home Depot (HD) stake by 78% in Q2 2026, selling an estimated $11.1M and leaving 9,425 shares worth $3.32M. The position accounts for 0.12% of the portfolio, ranked #103.

Beacon Investment Advisory Services first reported a position in HD in Q1 2017 and has held it in 38 quarters since. The position peaked at $41.4M in Q4 2021. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Beacon Investment Advisory Services held 9,425 shares of Home Depot worth $3.32M as of Q2 2026.
  • Beacon Investment Advisory Services sold 33,998 Home Depot shares in Q2 2026, an estimated $11.1M.
  • Home Depot made up 0.12% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #103 holding.
  • Beacon Investment Advisory Services first reported a position in Home Depot in Q1 2017 and has held it in 38 quarters since.
  • Beacon Investment Advisory Services's Home Depot position peaked at $41.4M in Q4 2021.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.