BKM Wealth Management’s Home Depot HD Stock Holding History

BKM 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 Q2	–	Sell	-586	Closed	-$193K	–	151
2026 Q1	$193K	Sell	586 -130	-18%	-$47.4K	0.07%	146
2025 Q4	$246K	Sell	716 -20	-3%	-$7.33K	0.09%	138
2025 Q3	$298K	Sell	736 -19	-3%	-$7.47K	0.11%	125
2025 Q2	$277K	Hold	755	–	–	0.11%	131
2025 Q1	$277K	Buy	755 +5	+0.7%	+$1.95K	0.11%	133
2024 Q4	$292K	Buy	750 +2	+0.3%	+$817	0.12%	137
2024 Q3	$303K	Buy	+748	New	+$273K	0.12%	131
2024 Q2	–	Sell	-807	Closed	-$310K	–	169
2024 Q1	$310K	Sell	807 -150	-16%	-$54.8K	0.13%	131
2023 Q4	$332K	Buy	+957	New	+$296K	0.14%	123

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BKM Wealth Management's HD Position: Q2 2026 in Review

BKM Wealth Management sold out of Home Depot (HD) in Q2 2026, closing a stake of 586 shares — an estimated $193K sold.

BKM Wealth Management first reported a position in HD in Q4 2023 and held it in 9 quarters. The position peaked at $332K in Q4 2023. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

BKM Wealth Management reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
BKM Wealth Management sold 586 Home Depot shares in Q2 2026, an estimated $193K.
BKM Wealth Management first reported a position in Home Depot in Q4 2023 and held it in 9 quarters.
BKM Wealth Management's Home Depot position peaked at $332K in Q4 2023.
4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.