BFS
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Burkett Financial Services’s Home Depot HD Stock Holding History

Burkett Financial Services’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 		$31.4K Buy
89
+1
+1% +$325 0.01% 124
2026
Q1 		$29.1K Sell
88
-12
-12% -$4.37K 0.01% 125
2025
Q4 		$34.7K Hold
100
– – 0.01% 116
2025
Q3 		$40.6K Hold
100
– – 0.01% 104
2025
Q2 		$36.5K Sell
100
-14
-12% -$5.07K 0.01% 105
2025
Q1 		$41.6K Buy
114
+1
+0.9% +$390 0.02% 102
2024
Q4 		$43.9K Buy
113
+1
+0.9% +$409 0.02% 93
2024
Q3 		$45.5K Hold
112
– – 0.02% 82
2024
Q2 		$38.4K Buy
112
+1
+0.9% +$341 0.02% 87
2024
Q1 		$42.5K Buy
111
+1
+0.9% +$365 0.02% 89
2023
Q4 		$38.2K Buy
+110
New +$34.1K 0.02% 92

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Burkett Financial Services's HD Position: Q2 2026 in Review

Burkett Financial Services increased its Home Depot (HD) stake by 1.1% in Q2 2026, buying an estimated $325 and bringing the position to 89 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #124.

Burkett Financial Services first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.5K in Q3 2024. 1,277 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Burkett Financial Services held 89 shares of Home Depot worth $31.4K as of Q2 2026.
  • Burkett Financial Services bought 1 Home Depot share in Q2 2026, an estimated $325.
  • Home Depot made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #124 holding.
  • Burkett Financial Services first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's Home Depot position peaked at $45.5K in Q3 2024.
  • 1,277 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.