Bourgeon Capital Management’s Home Depot HD Stock Holding History

Bourgeon Capital 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	$222K	Buy	674 +9	+1%	+$3.28K	0.04%	102
2025 Q4	$229K	Buy	665 +9	+1%	+$3.3K	0.04%	114
2025 Q3	$266K	Sell	656 -72	-10%	-$28.3K	0.05%	100
2025 Q2	$267K	Sell	728 -36	-5%	-$13K	0.05%	98
2025 Q1	$280K	Buy	764 +14	+2%	+$5.46K	0.06%	97
2024 Q4	$292K	Sell	750 -181	-19%	-$73.9K	0.05%	106
2024 Q3	$377K	Buy	931 +152	+20%	+$55.4K	0.07%	87
2024 Q2	$268K	Buy	779 +5	+0.6%	+$1.71K	0.05%	99
2024 Q1	$297K	Buy	774 +7	+0.9%	+$2.56K	0.06%	97
2023 Q4	$266K	Hold	767	–	–	0.06%	93
2023 Q3	$232K	Hold	767	–	–	0.05%	91
2023 Q2	$238K	Hold	767	–	–	0.06%	96
2023 Q1	$226K	Hold	767	–	–	0.05%	89
2022 Q4	$242K	Buy	767 +50	+7%	+$15.2K	0.06%	87
2022 Q3	$198K	Buy	717 +1	+0.1%	+$295	0.05%	87
2022 Q2	$196K	Hold	716	–	–	0.05%	91
2022 Q1	$214K	Buy	716 +5	+0.7%	+$1.73K	0.05%	92
2021 Q4	$295K	Hold	711	–	–	0.06%	93
2021 Q3	$233K	Sell	711 -10	-1%	-$3.28K	0.05%	100
2021 Q2	$230K	Hold	721	–	–	0.05%	107
2021 Q1	$220K	Hold	721	–	–	0.05%	109
2020 Q4	$192K	Buy	721 +500	+226%	+$137K	0.05%	101
2020 Q3	$61K	Hold	221	–	–	0.02%	135
2020 Q2	$55K	Hold	221	–	–	0.02%	113
2020 Q1	$41K	Buy	221 +21	+11%	+$4.61K	0.02%	116
2019 Q4	$44K	Hold	200	–	–	0.02%	122
2019 Q3	$46K	Buy	+200	New	+$43.7K	0.02%	117
2018 Q4	–	Sell	-4,100	Closed	-$849K	–	72
2018 Q3	$849K	Hold	4,100	–	–	0.44%	40
2018 Q2	$800K	Hold	4,100	–	–	0.43%	42
2018 Q1	$731K	Hold	4,100	–	–	0.4%	47
2017 Q4	$777K	Hold	4,100	–	–	0.42%	44
2017 Q3	$671K	Hold	4,100	–	–	0.4%	50
2017 Q2	$629K	Hold	4,100	–	–	0.39%	46
2017 Q1	$602K	Buy	4,100 +200	+5%	+$28.4K	0.38%	50
2016 Q4	$523K	Hold	3,900	–	–	0.33%	58
2016 Q3	$502K	Hold	3,900	–	–	0.32%	61
2016 Q2	$498K	Hold	3,900	–	–	0.32%	59
2016 Q1	$520K	Hold	3,900	–	–	0.35%	57
2015 Q4	$516K	Hold	3,900	–	–	0.33%	58
2015 Q3	$450K	Hold	3,900	–	–	0.31%	62
2015 Q2	$433K	Hold	3,900	–	–	0.26%	74
2015 Q1	$443K	Hold	3,900	–	–	0.27%	68
2014 Q4	$409K	Hold	3,900	–	–	0.25%	77
2014 Q3	$358K	Hold	3,900	–	–	0.21%	82
2014 Q2	$316K	Buy	+3,900	New	+$308K	0.17%	95

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

Bourgeon Capital Management's HD Position: Q1 2026 in Review

Bourgeon Capital Management increased its Home Depot (HD) stake by 1.4% in Q1 2026, buying an estimated $3.28K and bringing the position to 674 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #102.

Bourgeon Capital Management first reported a position in HD in Q2 2014 and has held it in 45 quarters since. The position peaked at $849K in Q3 2018. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Bourgeon Capital Management held 674 shares of Home Depot worth $222K as of Q1 2026.
Bourgeon Capital Management bought 9 Home Depot shares in Q1 2026, an estimated $3.28K.
Home Depot made up 0.04% of Bourgeon Capital Management's portfolio in Q1 2026, its #102 holding.
Bourgeon Capital Management first reported a position in Home Depot in Q2 2014 and has held it in 45 quarters since.
Bourgeon Capital Management's Home Depot position peaked at $849K in Q3 2018.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.