BWM
HD icon

Bullock Wealth Management’s Home Depot HD Stock Holding History

Bullock 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 		$972K Sell
2,771
-51
-2% -$16.6K 0.42% 61
2026
Q1 		$930K Sell
2,822
-142
-5% -$51.7K 0.47% 54
2025
Q4 		$1.02M Buy
2,964
+322
+12% +$118K 0.5% 49
2025
Q3 		$1.05M Sell
2,642
-48
-2% -$18.9K 0.52% 43
2025
Q2 		$1M Buy
2,690
+49
+2% +$17.7K 0.53% 42
2025
Q1 		$965K Buy
2,641
+106
+4% +$41.3K 0.54% 39
2024
Q4 		$986K Buy
2,535
+291
+13% +$119K 0.58% 38
2024
Q3 		$918K Buy
2,244
+106
+5% +$38.7K 0.55% 40
2024
Q2 		$719K Sell
2,138
-78
-4% -$26.6K 0.47% 52
2024
Q1 		$816K Buy
+2,216
New +$810K 0.55% 39

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management reduced its Home Depot (HD) stake by 1.8% in Q2 2026, selling an estimated $16.6K and leaving 2,771 shares worth $972K. The position accounts for 0.42% of the portfolio, ranked #61.

Bullock Wealth Management first reported a position in HD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q3 2025. 4,120 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Bullock Wealth Management held 2,771 shares of Home Depot worth $972K as of Q2 2026.
  • Bullock Wealth Management sold 51 Home Depot shares in Q2 2026, an estimated $16.6K.
  • Home Depot made up 0.42% of Bullock Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Bullock Wealth Management first reported a position in Home Depot in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Home Depot position peaked at $1.05M in Q3 2025.
  • 4,120 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.