Beaumont Financial Advisors’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 | $2.22M | Sell |
6,291
-265
| -4% | -$86.2K | 0.14% | 96 |
|
|
2026
Q1 | $2.16M | Sell |
6,556
-209
| -3% | -$76.2K | 0.15% | 93 |
|
|
2025
Q4 | $2.33M | Sell |
6,765
-4,075
| -38% | -$1.49M | 0.15% | 86 |
|
|
2025
Q3 | $4.39M | Sell |
10,840
-139
| -1% | -$54.7K | 0.29% | 60 |
|
|
2025
Q2 | $4.03M | Sell |
10,979
-305
| -3% | -$110K | 0.29% | 59 |
|
|
2025
Q1 | $4.14M | Sell |
11,284
-228
| -2% | -$88.9K | 0.32% | 61 |
|
|
2024
Q4 | $4.48M | Buy |
11,512
+182
| +2% | +$74.4K | 0.34% | 58 |
|
|
2024
Q3 | $4.59M | Sell |
11,330
-105
| -0.9% | -$38.3K | 0.36% | 55 |
|
|
2024
Q2 | $3.94M | Sell |
11,435
-137
| -1% | -$46.7K | 0.31% | 59 |
|
|
2024
Q1 | $4.44M | Buy |
11,572
+205
| +2% | +$74.9K | 0.37% | 51 |
|
|
2023
Q4 | $3.94M | Buy |
11,367
+62
| +0.5% | +$19.2K | 0.36% | 53 |
|
|
2023
Q3 | $3.42M | Buy |
11,305
+236
| +2% | +$75.9K | 0.34% | 52 |
|
|
2023
Q2 | $3.44M | Buy |
11,069
+13
| +0.1% | +$3.84K | 0.32% | 56 |
|
|
2023
Q1 | $3.26M | Sell |
11,056
-44
| -0.4% | -$13.5K | 0.33% | 45 |
|
|
2022
Q4 | $3.51M | Sell |
11,100
-393
| -3% | -$120K | 0.35% | 42 |
|
|
2022
Q3 | $3.17M | Buy |
11,493
+355
| +3% | +$105K | 0.3% | 49 |
|
|
2022
Q2 | $3.06M | Sell |
11,138
-76
| -0.7% | -$22.4K | 0.27% | 57 |
|
|
2022
Q1 | $3.36M | Buy |
11,214
+3,272
| +41% | +$1.13M | 0.26% | 74 |
|
|
2021
Q4 | $3.3M | Sell |
7,942
-223
| -3% | -$84.9K | 0.24% | 68 |
|
|
2021
Q3 | $2.68M | Sell |
8,165
-46
| -0.6% | -$15.1K | 0.21% | 79 |
|
|
2021
Q2 | $2.62M | Buy |
8,211
+388
| +5% | +$123K | 0.2% | 80 |
|
|
2021
Q1 | $2.39M | Buy |
7,823
+439
| +6% | +$121K | 0.2% | 85 |
|
|
2020
Q4 | $1.96M | Sell |
7,384
-57
| -0.8% | -$15.7K | 0.17% | 94 |
|
|
2020
Q3 | $2.07M | Buy |
7,441
+85
| +1% | +$23K | 0.2% | 91 |
|
|
2020
Q2 | $1.84M | Sell |
7,356
-599
| -8% | -$137K | 0.19% | 91 |
|
|
2020
Q1 | $1.49M | Sell |
7,955
-166
| -2% | -$36.4K | 0.19% | 87 |
|
|
2019
Q4 | $1.77M | Sell |
8,121
-493
| -6% | -$112K | 0.17% | 99 |
|
|
2019
Q3 | $2M | Buy |
8,614
+615
| +8% | +$134K | 0.2% | 92 |
|
|
2019
Q2 | $1.66M | Buy |
7,999
+742
| +10% | +$148K | 0.17% | 92 |
|
|
2019
Q1 | $1.39M | Sell |
7,257
-1,785
| -20% | -$327K | 0.15% | 95 |
|
|
2018
Q4 | $1.55M | Buy |
9,042
+5
| +0.1% | +$897 | 0.25% | 64 |
|
|
2018
Q3 | $1.87M | Buy |
9,037
+2,025
| +29% | +$408K | 0.19% | 77 |
|
|
2018
Q2 | $1.37M | Buy |
7,012
+768
| +12% | +$143K | 0.14% | 82 |
|
|
2018
Q1 | $1.11M | Buy |
6,244
+1,527
| +32% | +$287K | 0.12% | 94 |
|
|
2017
Q4 | $894K | Buy |
4,717
+25
| +0.5% | +$4.32K | 0.1% | 100 |
|
|
2017
Q3 | $767K | Buy |
4,692
+323
| +7% | +$49.5K | 0.1% | 96 |
|
|
2017
Q2 | $670K | Buy |
4,369
+2,680
| +159% | +$411K | 0.09% | 106 |
|
|
2017
Q1 | $248K | Buy |
1,689
+46
| +3% | +$6.52K | 0.03% | 161 |
|
|
2016
Q4 | $220K | Sell |
1,643
-3
| -0.2% | -$387 | 0.03% | 145 |
|
|
2016
Q3 | $212K | Buy |
+1,646
| New | +$219K | 0.03% | 136 |
|
|
2016
Q1 | – | Sell |
-1,665
| Closed | -$220K | – | 140 |
|
|
2015
Q4 | $220K | Buy |
+1,665
| New | +$212K | 0.04% | 114 |
|
Other funds holding HD
Beaumont Financial Advisors's HD Position: Q2 2026 in Review
Beaumont Financial Advisors reduced its Home Depot (HD) stake by 4% in Q2 2026, selling an estimated $86.2K and leaving 6,291 shares worth $2.22M. The position accounts for 0.14% of the portfolio, ranked #96.
Beaumont Financial Advisors first reported a position in HD in Q4 2015 and has held it in 41 quarters since. The position peaked at $4.59M in Q3 2024. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.
- Beaumont Financial Advisors held 6,291 shares of Home Depot worth $2.22M as of Q2 2026.
- Beaumont Financial Advisors sold 265 Home Depot shares in Q2 2026, an estimated $86.2K.
- Home Depot made up 0.14% of Beaumont Financial Advisors's portfolio in Q2 2026, its #96 holding.
- Beaumont Financial Advisors first reported a position in Home Depot in Q4 2015 and has held it in 41 quarters since.
- Beaumont Financial Advisors's Home Depot position peaked at $4.59M in Q3 2024.
- 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.
Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.