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

Birch 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
Q2 		$4.94M Buy
14,020
+68
+0.5% +$22.1K 2.54% 7
2026
Q1 		$4.59M Buy
13,952
+11
+0.1% +$4.01K 2.68% 6
2025
Q4 		$4.8M Buy
13,941
+5
+0% +$1.83K 2.74% 7
2025
Q3 		$5.65M Buy
13,936
+9,342
+203% +$3.67M 3.33% 6
2025
Q2 		$1.68M Buy
4,594
+45
+1% +$16.3K 1.35% 14
2025
Q1 		$1.67M Buy
4,549
+292
+7% +$114K 1.49% 13
2024
Q4 		$1.66M Buy
+4,257
New +$1.74M 1.86% 11

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

Birch Financial Group's HD Position: Q2 2026 in Review

Birch Financial Group increased its Home Depot (HD) stake by 0.49% in Q2 2026, buying an estimated $22.1K and bringing the position to 14,020 shares worth $4.94M. The position accounts for 2.54% of the portfolio, ranked #7.

Birch Financial Group first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.65M in Q3 2025. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Birch Financial Group held 14,020 shares of Home Depot worth $4.94M as of Q2 2026.
  • Birch Financial Group bought 68 Home Depot shares in Q2 2026, an estimated $22.1K.
  • Home Depot made up 2.54% of Birch Financial Group's portfolio in Q2 2026, its #7 holding.
  • Birch Financial Group first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Home Depot position peaked at $5.65M in Q3 2025.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.