BBPWM
HD icon

Blue Bell Private Wealth Management’s Home Depot HD Stock Holding History

Blue Bell Private 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 		$733K Hold
2,077
– – 0.09% 142
2026
Q1 		$683K Sell
2,077
-22
-1% -$8.02K 0.1% 135
2025
Q4 		$722K Sell
2,099
-357
-15% -$131K 0.11% 124
2025
Q3 		$995K Buy
2,456
+674
+38% +$265K 0.15% 97
2025
Q2 		$653K Buy
1,782
+149
+9% +$53.9K 0.11% 113
2025
Q1 		$599K Buy
1,633
+754
+86% +$294K 0.11% 113
2024
Q4 		$342K Buy
879
+4
+0.5% +$1.63K 0.07% 161
2024
Q3 		$354K Buy
875
+42
+5% +$15.3K 0.07% 155
2024
Q2 		$287K Sell
833
-63
-7% -$21.5K 0.06% 160
2024
Q1 		$344K Sell
896
-298
-25% -$109K 0.07% 138
2023
Q4 		$414K Sell
1,194
-66
-5% -$20.4K 0.1% 111
2023
Q3 		$381K Sell
1,260
-18
-1% -$5.79K 0.1% 102
2023
Q2 		$397K Buy
1,278
+757
+145% +$224K 0.11% 99
2023
Q1 		$154K Sell
521
-24
-4% -$7.36K 0.05% 139
2022
Q4 		$172K Hold
545
– – 0.06% 125
2022
Q3 		$150K Sell
545
-50
-8% -$14.8K 0.05% 126
2022
Q2 		$163K Sell
595
-144
-19% -$42.5K 0.05% 116
2022
Q1 		$221K Buy
739
+9
+1% +$3.12K 0.06% 100
2021
Q4 		$303K Buy
+730
New +$278K 0.08% 84
2016
Q4 		– Sell
-623
Closed -$81K – 327
2016
Q3 		$81K Buy
623
+23
+4% +$3.06K 0.05% 152
2016
Q2 		$77K Hold
600
– – 0.05% 158
2016
Q1 		$80K Hold
600
– – 0.05% 170
2015
Q4 		$79K Hold
600
– – 0.05% 169
2015
Q3 		$69K Hold
600
– – 0.05% 179
2015
Q2 		$67K Hold
600
– – 0.04% 185
2015
Q1 		$68K Hold
600
– – 0.04% 183
2014
Q4 		$62K Hold
600
– – 0.04% 204
2014
Q3 		$55K Hold
600
– – 0.03% 221
2014
Q2 		$49K Hold
600
– – 0.03% 221
2014
Q1 		$47K Hold
600
– – 0.03% 192
2013
Q4 		$49K Buy
+600
New +$46.7K 0.04% 192

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

Blue Bell Private Wealth Management's HD Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Home Depot (HD) position steady in Q2 2026 at 2,077 shares worth $733K. The position accounts for 0.09% of the portfolio, ranked #142.

Blue Bell Private Wealth Management first reported a position in HD in Q4 2013 and has held it in 31 quarters since. The position peaked at $995K in Q3 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Blue Bell Private Wealth Management held 2,077 shares of Home Depot worth $733K as of Q2 2026.
  • Blue Bell Private Wealth Management left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.09% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Blue Bell Private Wealth Management first reported a position in Home Depot in Q4 2013 and has held it in 31 quarters since.
  • Blue Bell Private Wealth Management's Home Depot position peaked at $995K in Q3 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.