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Bennett Associates Wealth Management’s Home Depot HD Stock Holding History

Bennett Associates Wealth 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
Q1 		$491K Buy
1,493
+897
+151% +$327K 0.33% 33
2025
Q4 		$205K Buy
+596
New +$218K 0.14% 56
2024
Q2 		– Sell
-1,188
Closed -$456K – 43
2024
Q1 		$456K Sell
1,188
-235
-17% -$85.9K 0.41% 31
2023
Q4 		$493K Buy
+1,423
New +$441K 0.48% 25

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bennett Associates Wealth Management's HD Position: Q1 2026 in Review

Bennett Associates Wealth Management increased its Home Depot (HD) stake by 151% in Q1 2026, buying an estimated $327K and bringing the position to 1,493 shares worth $491K. The position accounts for 0.33% of the portfolio, ranked #33.

Bennett Associates Wealth Management first reported a position in HD in Q4 2023 and has held it in 4 quarters since. The position peaked at $493K in Q4 2023. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Bennett Associates Wealth Management held 1,493 shares of Home Depot worth $491K as of Q1 2026.
  • Bennett Associates Wealth Management bought 897 Home Depot shares in Q1 2026, an estimated $327K.
  • Home Depot made up 0.33% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Bennett Associates Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 4 quarters since.
  • Bennett Associates Wealth Management's Home Depot position peaked at $493K in Q4 2023.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.