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Capital Planning Advisors’s Home Depot HD Stock Holding History

Capital Planning Advisors’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 		$3.47M Sell
10,536
-373
-3% -$136K 0.5% 37
2025
Q4 		$3.75M Sell
10,909
-574
-5% -$210K 0.5% 43
2025
Q3 		$4.65M Sell
11,483
-250
-2% -$98.3K 0.64% 37
2025
Q2 		$4.3M Sell
11,733
-480
-4% -$174K 0.63% 38
2025
Q1 		$4.48M Buy
12,213
+30
+0.2% +$11.7K 0.69% 37
2024
Q4 		$4.74M Buy
12,183
+972
+9% +$397K 0.73% 35
2024
Q3 		$4.54M Buy
11,211
+136
+1% +$49.6K 0.69% 37
2024
Q2 		$3.81M Sell
11,075
-57
-0.5% -$19.4K 0.65% 40
2024
Q1 		$4.27M Buy
11,132
+285
+3% +$104K 0.75% 34
2023
Q4 		$3.76M Buy
10,847
+18
+0.2% +$5.57K 0.71% 38
2023
Q3 		$3.27M Sell
10,829
-24
-0.2% -$7.72K 0.68% 38
2023
Q2 		$3.37M Buy
10,853
+81
+0.8% +$23.9K 0.68% 39
2023
Q1 		$3.18M Sell
10,772
-874
-8% -$268K 0.68% 35
2022
Q4 		$3.68M Buy
11,646
+2,171
+23% +$661K 0.87% 33
2022
Q3 		$2.62M Buy
9,475
+1,667
+21% +$492K 0.7% 35
2022
Q2 		$2.14M Sell
7,808
-1,295
-14% -$382K 0.57% 45
2022
Q1 		$2.73M Sell
9,103
-4
-0% -$1.39K 0.58% 44
2021
Q4 		$3.78M Buy
9,107
+246
+3% +$93.7K 0.72% 38
2021
Q3 		$2.91M Buy
8,861
+253
+3% +$83.1K 0.6% 44
2021
Q2 		$2.75M Buy
8,608
+474
+6% +$151K 0.56% 47
2021
Q1 		$2.48M Buy
8,134
+1,370
+20% +$378K 0.56% 48
2020
Q4 		$1.8M Buy
6,764
+264
+4% +$72.6K 0.44% 55
2020
Q3 		$1.8M Buy
6,500
+262
+4% +$71K 0.49% 54
2020
Q2 		$1.56M Sell
6,238
-149
-2% -$34.1K 0.47% 56
2020
Q1 		$1.19M Sell
6,387
-270
-4% -$59.3K 0.45% 59
2019
Q4 		$1.45M Buy
6,657
+3,578
+116% +$810K 0.38% 60
2019
Q3 		$714K Buy
3,079
+626
+26% +$137K 0.21% 74
2019
Q2 		$510K Buy
2,453
+505
+26% +$101K 0.15% 85
2019
Q1 		$374K Buy
+1,948
New +$357K 0.11% 102
2017
Q2 		– Sell
-3,465
Closed -$509K – 137
2017
Q1 		$509K Hold
3,465
– – 0.25% 71
2016
Q4 		$465K Sell
3,465
-427
-11% -$55K 0.25% 71
2016
Q3 		$501K Sell
3,892
-531
-12% -$70.8K 0.27% 68
2016
Q2 		$565K Hold
4,423
– – 0.31% 63
2016
Q1 		$590K Hold
4,423
– – 0.28% 61
2015
Q4 		$585K Sell
4,423
-76
-2% -$9.67K 0.34% 61
2015
Q3 		$520K Sell
4,499
-837
-16% -$96.8K 0.34% 57
2015
Q2 		$593K Hold
5,336
– – 0.35% 55
2015
Q1 		$606K Buy
5,336
+250
+5% +$27.6K 0.42% 42
2014
Q4 		$534K Buy
+5,086
New +$494K 0.46% 47

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

Capital Planning Advisors's HD Position: Q1 2026 in Review

Capital Planning Advisors reduced its Home Depot (HD) stake by 3.4% in Q1 2026, selling an estimated $136K and leaving 10,536 shares worth $3.47M. The position accounts for 0.5% of the portfolio, ranked #37.

Capital Planning Advisors first reported a position in HD in Q4 2014 and has held it in 39 quarters since. The position peaked at $4.74M in Q4 2024. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Capital Planning Advisors held 10,536 shares of Home Depot worth $3.47M as of Q1 2026.
  • Capital Planning Advisors sold 373 Home Depot shares in Q1 2026, an estimated $136K.
  • Home Depot made up 0.5% of Capital Planning Advisors's portfolio in Q1 2026, its #37 holding.
  • Capital Planning Advisors first reported a position in Home Depot in Q4 2014 and has held it in 39 quarters since.
  • Capital Planning Advisors's Home Depot position peaked at $4.74M in Q4 2024.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.