BFG
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Berger Financial Group’s Home Depot HD Stock Holding History

Berger Financial Group’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 		$4.32M Sell
13,144
-158
-1% -$57.6K 0.24% 92
2025
Q4 		$4.58M Sell
13,302
-361
-3% -$132K 0.26% 86
2025
Q3 		$5.54M Sell
13,663
-65
-0.5% -$25.6K 0.33% 74
2025
Q2 		$5.03M Sell
13,728
-296
-2% -$107K 0.33% 80
2025
Q1 		$5.14M Sell
14,024
-62
-0.4% -$24.2K 0.36% 74
2024
Q4 		$5.48M Buy
14,086
+1,776
+14% +$726K 0.38% 66
2024
Q3 		$4.99M Buy
12,310
+1,903
+18% +$694K 0.36% 74
2024
Q2 		$3.58M Buy
10,407
+230
+2% +$78.5K 0.29% 87
2024
Q1 		$3.9M Sell
10,177
-13,348
-57% -$4.88M 0.32% 85
2023
Q4 		$8.15M Sell
23,525
-133
-0.6% -$41.2K 0.84% 26
2023
Q3 		$7.15M Sell
23,658
-328
-1% -$105K 0.82% 25
2023
Q2 		$7.45M Sell
23,986
-155
-0.6% -$45.8K 0.85% 25
2023
Q1 		$7.12M Buy
24,141
+14,330
+146% +$4.39M 0.86% 24
2022
Q4 		$3.1M Sell
9,811
-42
-0.4% -$12.8K 0.41% 74
2022
Q3 		$2.72M Buy
9,853
+189
+2% +$55.8K 0.4% 73
2022
Q2 		$2.65M Sell
9,664
-12,828
-57% -$3.79M 0.39% 66
2022
Q1 		$6.73M Buy
22,492
+12,580
+127% +$4.36M 0.86% 26
2021
Q4 		$4.11M Buy
9,912
+7,548
+319% +$2.87M 0.55% 60
2021
Q3 		$776K Buy
2,364
+1
+0% +$328 0.14% 89
2021
Q2 		$754K Sell
2,363
-3
-0.1% -$954 0.14% 92
2021
Q1 		$722K Buy
2,366
+34
+1% +$9.37K 0.16% 88
2020
Q4 		$619K Buy
+2,332
New +$641K 0.11% 115

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

Berger Financial Group's HD Position: Q1 2026 in Review

Berger Financial Group reduced its Home Depot (HD) stake by 1.2% in Q1 2026, selling an estimated $57.6K and leaving 13,144 shares worth $4.32M. The position accounts for 0.24% of the portfolio, ranked #92.

Berger Financial Group first reported a position in HD in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.15M in Q4 2023. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Berger Financial Group held 13,144 shares of Home Depot worth $4.32M as of Q1 2026.
  • Berger Financial Group sold 158 Home Depot shares in Q1 2026, an estimated $57.6K.
  • Home Depot made up 0.24% of Berger Financial Group's portfolio in Q1 2026, its #92 holding.
  • Berger Financial Group first reported a position in Home Depot in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Home Depot position peaked at $8.15M in Q4 2023.
  • 4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.