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Benchmark Financial Wealth Advisors’s Home Depot HD Stock Holding History

Benchmark Financial Wealth 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 		$482K Sell
1,367
-376
-22% -$122K 0.12% 87
2026
Q1 		$573K Buy
1,743
+169
+11% +$61.6K 0.16% 71
2025
Q4 		$542K Sell
1,574
-77
-5% -$28.2K 0.16% 69
2025
Q3 		$669K Buy
1,651
+25
+2% +$9.83K 0.2% 59
2025
Q2 		$596K Sell
1,626
-304
-16% -$110K 0.2% 57
2025
Q1 		$707K Sell
1,930
-44
-2% -$17.1K 0.27% 50
2024
Q4 		$768K Sell
1,974
-55
-3% -$22.5K 0.25% 48
2024
Q3 		$822K Buy
2,029
+82
+4% +$29.9K 0.27% 40
2024
Q2 		$670K Sell
1,947
-160
-8% -$54.6K 0.25% 44
2024
Q1 		$808K Sell
2,107
-40
-2% -$14.6K 0.31% 36
2023
Q4 		$744K Sell
2,147
-111
-5% -$34.4K 0.32% 35
2023
Q3 		$682K Buy
2,258
+13
+0.6% +$4.18K 0.32% 34
2023
Q2 		$697K Sell
2,245
-61
-3% -$18K 0.32% 32
2023
Q1 		$680K Sell
2,306
-111
-5% -$34K 0.35% 29
2022
Q4 		$763K Sell
2,417
-42
-2% -$12.8K 0.42% 28
2022
Q3 		$679K Buy
2,459
+31
+1% +$9.15K 0.4% 31
2022
Q2 		$666K Sell
2,428
-122
-5% -$36K 0.34% 31
2022
Q1 		$763K Buy
2,550
+173
+7% +$60K 0.32% 30
2021
Q4 		$986K Buy
2,377
+341
+17% +$130K 0.41% 30
2021
Q3 		$668K Sell
2,036
-120
-6% -$39.4K 0.32% 32
2021
Q2 		$688K Buy
2,156
+228
+12% +$72.5K 0.33% 34
2021
Q1 		$589K Sell
1,928
-271
-12% -$74.7K 0.32% 33
2020
Q4 		$584K Buy
2,199
+94
+4% +$25.8K 0.32% 32
2020
Q3 		$585K Sell
2,105
-191
-8% -$51.7K 0.38% 33
2020
Q2 		$575K Buy
+2,296
New +$526K 0.42% 31
2020
Q1 		– Sell
-976
Closed -$213K – 39
2019
Q4 		$213K Buy
976
+2
+0.2% +$453 0.18% 33
2019
Q3 		$226K Sell
974
-337
-26% -$73.7K 0.22% 32
2019
Q2 		$273K Buy
1,311
+82
+7% +$16.4K 0.27% 30
2019
Q1 		$236K Buy
+1,229
New +$225K 0.25% 28

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

Benchmark Financial Wealth Advisors's HD Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Home Depot (HD) stake by 22% in Q2 2026, selling an estimated $122K and leaving 1,367 shares worth $482K. The position accounts for 0.12% of the portfolio, ranked #87.

Benchmark Financial Wealth Advisors first reported a position in HD in Q1 2019 and has held it in 29 quarters since. The position peaked at $986K in Q4 2021. 4,094 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 1,367 shares of Home Depot worth $482K as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 376 Home Depot shares in Q2 2026, an estimated $122K.
  • Home Depot made up 0.12% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Home Depot in Q1 2019 and has held it in 29 quarters since.
  • Benchmark Financial Wealth Advisors's Home Depot position peaked at $986K in Q4 2021.
  • 4,094 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.