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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
Q2 		$1.61M Buy
4,562
+377
+9% +$123K 0.37% 37
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 $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

BWM Planning's HD Position: Q2 2026 in Review

BWM Planning increased its Home Depot (HD) stake by 9% in Q2 2026, buying an estimated $123K and bringing the position to 4,562 shares worth $1.61M. The position accounts for 0.37% of the portfolio, ranked #37.

BWM Planning first reported a position in HD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.69M in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • BWM Planning held 4,562 shares of Home Depot worth $1.61M as of Q2 2026.
  • BWM Planning bought 377 Home Depot shares in Q2 2026, an estimated $123K.
  • Home Depot made up 0.37% of BWM Planning's portfolio in Q2 2026, its #37 holding.
  • BWM Planning first reported a position in Home Depot in Q3 2024 and has held it in 8 quarters since.
  • BWM Planning's Home Depot position peaked at $1.69M in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.