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Beese Fulmer Investment Management’s Home Depot HD Stock Holding History

Beese Fulmer Investment Management’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 		$11.7M Buy
33,136
+294
+0.9% +$95.6K 0.67% 44
2026
Q1 		$10.8M Buy
32,842
+103
+0.3% +$37.5K 0.69% 46
2025
Q4 		$11.3M Buy
32,739
+730
+2% +$267K 0.73% 43
2025
Q3 		$13M Buy
32,009
+88
+0.3% +$34.6K 0.9% 39
2025
Q2 		$11.7M Buy
31,921
+1,312
+4% +$475K 0.87% 40
2025
Q1 		$11.2M Buy
30,609
+244
+0.8% +$95.1K 0.97% 39
2024
Q4 		$11.8M Sell
30,365
-711
-2% -$290K 1.01% 34
2024
Q3 		$12.6M Sell
31,076
-343
-1% -$125K 1.08% 35
2024
Q2 		$10.8M Sell
31,419
-1,061
-3% -$362K 0.98% 42
2024
Q1 		$12.5M Buy
32,480
+566
+2% +$207K 1.17% 33
2023
Q4 		$11.1M Buy
31,914
+295
+0.9% +$91.4K 1.15% 33
2023
Q3 		$9.55M Buy
31,619
+2
+0% +$643 1.08% 32
2023
Q2 		$9.82M Sell
31,617
-368
-1% -$109K 1.06% 36
2023
Q1 		$9.44M Buy
31,985
+521
+2% +$160K 1.08% 39
2022
Q4 		$9.94M Buy
31,464
+489
+2% +$149K 1.2% 30
2022
Q3 		$8.55M Buy
30,975
+969
+3% +$286K 1.15% 29
2022
Q2 		$8.23M Sell
30,006
-859
-3% -$254K 1.05% 33
2022
Q1 		$9.24M Sell
30,865
-124
-0.4% -$43K 1% 35
2021
Q4 		$12.9M Buy
30,989
+748
+2% +$285K 1.34% 23
2021
Q3 		$9.93M Buy
30,241
+773
+3% +$254K 1.12% 28
2021
Q2 		$9.4M Buy
29,468
+112
+0.4% +$35.6K 1.06% 32
2021
Q1 		$8.96M Buy
29,356
+1,614
+6% +$445K 1.08% 31
2020
Q4 		$7.37M Buy
27,742
+300
+1% +$82.5K 0.94% 38
2020
Q3 		$7.62M Sell
27,442
-823
-3% -$223K 1.08% 28
2020
Q2 		$7.08M Sell
28,265
-594
-2% -$136K 1.04% 29
2020
Q1 		$5.39M Buy
28,859
+1,284
+5% +$282K 0.96% 43
2019
Q4 		$6.02M Buy
27,575
+4,122
+18% +$934K 0.84% 48
2019
Q3 		$5.44M Buy
23,453
+5,603
+31% +$1.22M 0.82% 49
2019
Q2 		$3.71M Buy
17,850
+1,004
+6% +$200K 0.7% 56
2019
Q1 		$3.23M Buy
16,846
+160
+1% +$29.4K 0.64% 58
2018
Q4 		$2.87M Buy
16,686
+2,226
+15% +$399K 0.64% 56
2018
Q3 		$3M Buy
14,460
+3,133
+28% +$631K 0.59% 61
2018
Q2 		$2.21M Buy
11,327
+6,022
+114% +$1.12M 0.46% 68
2018
Q1 		$946K Buy
5,305
+1,772
+50% +$332K 0.21% 95
2017
Q4 		$670K Sell
3,533
-235
-6% -$40.6K 0.14% 104
2017
Q3 		$616K Buy
3,768
+33
+0.9% +$5.06K 0.14% 104
2017
Q2 		$573K Hold
3,735
– – 0.14% 106
2017
Q1 		$548K Hold
3,735
– – 0.13% 107
2016
Q4 		$501K Sell
3,735
-395
-10% -$50.9K 0.13% 107
2016
Q3 		$531K Buy
4,130
+454
+12% +$60.5K 0.14% 105
2016
Q2 		$469K Buy
3,676
+19
+0.5% +$2.51K 0.13% 103
2016
Q1 		$489K Hold
3,657
– – 0.14% 102
2015
Q4 		$484K Hold
3,657
– – 0.15% 101
2015
Q3 		$422K Buy
+3,657
New +$423K 0.14% 103
2015
Q2 		– Sell
-2,057
Closed -$234K – 147
2015
Q1 		$234K Hold
2,057
– – 0.08% 116
2014
Q4 		$216K Buy
+2,057
New +$200K 0.07% 141

Other funds holding HD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Beese Fulmer Investment Management's HD Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Home Depot (HD) stake by 0.9% in Q2 2026, buying an estimated $95.6K and bringing the position to 33,136 shares worth $11.7M. The position accounts for 0.67% of the portfolio, ranked #44.

Beese Fulmer Investment Management first reported a position in HD in Q4 2014 and has held it in 46 quarters since. The position peaked at $13M in Q3 2025. 1,827 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Beese Fulmer Investment Management held 33,136 shares of Home Depot worth $11.7M as of Q2 2026.
  • Beese Fulmer Investment Management bought 294 Home Depot shares in Q2 2026, an estimated $95.6K.
  • Home Depot made up 0.67% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #44 holding.
  • Beese Fulmer Investment Management first reported a position in Home Depot in Q4 2014 and has held it in 46 quarters since.
  • Beese Fulmer Investment Management's Home Depot position peaked at $13M in Q3 2025.
  • 1,827 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.