BFA
HD icon

Benedict Financial Advisors’s Home Depot HD Stock Holding History

Benedict Financial 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 		$2.19M Sell
6,209
-79
-1% -$25.7K 0.43% 82
2026
Q1 		$2.07M Buy
6,288
+17
+0.3% +$6.2K 0.43% 82
2025
Q4 		$2.16M Sell
6,271
-87
-1% -$31.9K 0.45% 76
2025
Q3 		$2.58M Sell
6,358
-34
-0.5% -$13.4K 0.56% 61
2025
Q2 		$2.34M Sell
6,392
-71
-1% -$25.7K 0.53% 67
2025
Q1 		$2.37M Sell
6,463
-62
-1% -$24.2K 0.55% 67
2024
Q4 		$2.54M Buy
6,525
+651
+11% +$266K 0.62% 65
2024
Q3 		$2.38M Sell
5,874
-43
-0.7% -$15.7K 0.56% 69
2024
Q2 		$2.04M Sell
5,917
-13
-0.2% -$4.43K 0.52% 69
2024
Q1 		$2.27M Sell
5,930
-45
-0.8% -$16.4K 0.58% 64
2023
Q4 		$2.07M Sell
5,975
-31
-0.5% -$9.6K 0.56% 68
2023
Q3 		$1.81M Buy
6,006
+75
+1% +$24.1K 0.52% 69
2023
Q2 		$1.84M Sell
5,931
-131
-2% -$38.7K 0.51% 73
2023
Q1 		$1.79M Buy
6,062
+868
+17% +$266K 0.5% 72
2022
Q4 		$1.64M Sell
5,194
-310
-6% -$94.4K 0.49% 69
2022
Q3 		$1.52M Sell
5,504
-45
-0.8% -$13.3K 0.49% 68
2022
Q2 		$1.52M Sell
5,549
-41
-0.7% -$12.1K 0.45% 71
2022
Q1 		$1.67M Buy
5,590
+44
+0.8% +$15.3K 0.45% 74
2021
Q4 		$2.3M Sell
5,546
-282
-5% -$107K 0.6% 65
2021
Q3 		$1.91M Sell
5,828
-35
-0.6% -$11.5K 0.53% 70
2021
Q2 		$1.87M Sell
5,863
-643
-10% -$205K 0.52% 70
2021
Q1 		$1.99M Buy
6,506
+856
+15% +$236K 0.57% 63
2020
Q4 		$1.5M Sell
5,650
-33
-0.6% -$9.07K 0.54% 61
2020
Q3 		$1.58M Sell
5,683
-165
-3% -$44.7K 0.61% 56
2020
Q2 		$1.47M Sell
5,848
-298
-5% -$68.2K 0.6% 56
2020
Q1 		$1.15M Buy
6,146
+154
+3% +$33.8K 0.54% 61
2019
Q4 		$1.31M Sell
5,992
-194
-3% -$43.9K 0.51% 65
2019
Q3 		$1.44M Sell
6,186
-1,027
-14% -$224K 0.59% 56
2019
Q2 		$1.5M Buy
7,213
+319
+5% +$63.6K 0.63% 55
2019
Q1 		$1.32M Buy
6,894
+809
+13% +$148K 0.57% 57
2018
Q4 		$1.04M Sell
6,085
-87
-1% -$15.6K 0.52% 64
2018
Q3 		$1.28M Sell
6,172
-70
-1% -$14.1K 0.57% 58
2018
Q2 		$1.22M Sell
6,242
-79
-1% -$14.8K 0.6% 57
2018
Q1 		$1.13M Sell
6,321
-271
-4% -$50.8K 0.57% 61
2017
Q4 		$1.25M Buy
6,592
+285
+5% +$49.2K 0.6% 56
2017
Q3 		$1.03M Sell
6,307
-177
-3% -$27.1K 0.53% 60
2017
Q2 		$951K Buy
6,484
+143
+2% +$21.9K 0.49% 60
2017
Q1 		$931K Buy
6,341
+5
+0.1% +$709 0.51% 59
2016
Q4 		$850K Sell
6,336
-172
-3% -$22.2K 0.49% 61
2016
Q3 		$836K Sell
6,508
-263
-4% -$35K 0.49% 61
2016
Q2 		$878K Sell
6,771
-668
-9% -$88.3K 0.51% 57
2016
Q1 		$993K Sell
7,439
-143
-2% -$17.8K 0.6% 53
2015
Q4 		$1M Sell
7,582
-189
-2% -$24K 0.64% 53
2015
Q3 		$898K Buy
7,771
+10
+0.1% +$1.16K 0.62% 54
2015
Q2 		$889K Sell
7,761
-517
-6% -$57.9K 0.58% 55
2015
Q1 		$947K Buy
8,278
+13
+0.2% +$1.43K 0.61% 55
2014
Q4 		$901K Buy
+8,265
New +$803K 0.59% 55

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Benedict Financial Advisors's HD Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Home Depot (HD) stake by 1.3% in Q2 2026, selling an estimated $25.7K and leaving 6,209 shares worth $2.19M. The position accounts for 0.43% of the portfolio, ranked #82.

Benedict Financial Advisors first reported a position in HD in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.58M in Q3 2025. 765 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Benedict Financial Advisors held 6,209 shares of Home Depot worth $2.19M as of Q2 2026.
  • Benedict Financial Advisors sold 79 Home Depot shares in Q2 2026, an estimated $25.7K.
  • Home Depot made up 0.43% of Benedict Financial Advisors's portfolio in Q2 2026, its #82 holding.
  • Benedict Financial Advisors first reported a position in Home Depot in Q4 2014 and has held it in 47 quarters since.
  • Benedict Financial Advisors's Home Depot position peaked at $2.58M in Q3 2025.
  • 765 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.