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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BKM Wealth Management's HD Position: Q1 2026 in Review

BKM Wealth Management reduced its Home Depot (HD) stake by 18% in Q1 2026, selling an estimated $47.4K and leaving 586 shares worth $193K. The position accounts for 0.07% of the portfolio, ranked #146.

BKM Wealth Management first reported a position in HD in Q4 2023 and has held it in 9 quarters since. The position peaked at $332K in Q4 2023. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

BKM Wealth Management held 586 shares of Home Depot worth $193K as of Q1 2026.
BKM Wealth Management sold 130 Home Depot shares in Q1 2026, an estimated $47.4K.
Home Depot made up 0.07% of BKM Wealth Management's portfolio in Q1 2026, its #146 holding.
BKM Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 9 quarters since.
BKM Wealth Management's Home Depot position peaked at $332K in Q4 2023.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.