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BWM Planning’s Home Depot HD Stock Holding History

BWM Planning’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 		$1.38M Buy
4,185
+29
+0.7% +$10.6K 0.36% 39
2025
Q4 		$1.43M Sell
4,156
-26
-0.6% -$9.52K 0.38% 37
2025
Q3 		$1.69M Buy
4,182
+77
+2% +$30.3K 0.5% 33
2025
Q2 		$1.5M Buy
4,105
+27
+0.7% +$9.77K 0.52% 30
2025
Q1 		$1.49M Buy
4,078
+14
+0.3% +$5.46K 0.63% 31
2024
Q4 		$1.58M Hold
4,064
– – 0.69% 28
2024
Q3 		$1.65M Buy
+4,064
New +$1.48M 0.73% 27

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BWM Planning's HD Position: Q1 2026 in Review

BWM Planning increased its Home Depot (HD) stake by 0.7% in Q1 2026, buying an estimated $10.6K and bringing the position to 4,185 shares worth $1.38M. The position accounts for 0.36% of the portfolio, ranked #39.

BWM Planning first reported a position in HD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • BWM Planning held 4,185 shares of Home Depot worth $1.38M as of Q1 2026.
  • BWM Planning bought 29 Home Depot shares in Q1 2026, an estimated $10.6K.
  • Home Depot made up 0.36% of BWM Planning's portfolio in Q1 2026, its #39 holding.
  • BWM Planning first reported a position in Home Depot in Q3 2024 and has held it in 7 quarters since.
  • BWM Planning's Home Depot position peaked at $1.69M in Q3 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.