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Capstone Financial Advisors’s Home Depot HD Stock Holding History

Capstone Financial 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 		$711K Buy
2,163
+17
+0.8% +$6.2K 0.04% 82
2025
Q4 		$738K Sell
2,146
-9
-0.4% -$3.3K 0.04% 75
2025
Q3 		$873K Buy
2,155
+942
+78% +$370K 0.05% 72
2025
Q2 		$445K Buy
1,213
+4
+0.3% +$1.45K 0.03% 100
2025
Q1 		$443K Buy
1,209
+22
+2% +$8.57K 0.03% 96
2024
Q4 		$462K Buy
1,187
+159
+15% +$65K 0.03% 93
2024
Q3 		$417K Buy
1,028
+11
+1% +$4.01K 0.03% 94
2024
Q2 		$350K Buy
1,017
+4
+0.4% +$1.36K 0.02% 105
2024
Q1 		$389K Sell
1,013
-178
-15% -$65K 0.03% 97
2023
Q4 		$413K Sell
1,191
-158
-12% -$48.9K 0.03% 92
2023
Q3 		$408K Buy
1,349
+350
+35% +$113K 0.03% 87
2023
Q2 		$310K Sell
999
-68
-6% -$20.1K 0.02% 101
2023
Q1 		$315K Sell
1,067
-15
-1% -$4.6K 0.02% 99
2022
Q4 		$342K Sell
1,082
-1,325
-55% -$404K 0.03% 90
2022
Q3 		$664K Buy
2,407
+325
+16% +$95.9K 0.06% 56
2022
Q2 		$571K Buy
2,082
+11
+0.5% +$3.25K 0.05% 70
2022
Q1 		$620K Buy
2,071
+8
+0.4% +$2.77K 0.05% 68
2021
Q4 		$856K Sell
2,063
-395
-16% -$150K 0.06% 53
2021
Q3 		$807K Buy
2,458
+1,308
+114% +$429K 0.06% 48
2021
Q2 		$367K Buy
1,150
+456
+66% +$145K 0.03% 87
2021
Q1 		$212K Buy
+694
New +$191K 0.02% 112
2020
Q4 		– Sell
-1,130
Closed -$314K – 122
2020
Q3 		$314K Hold
1,130
– – 0.03% 69
2020
Q2 		$283K Hold
1,130
– – 0.03% 71
2020
Q1 		$211K Hold
1,130
– – 0.03% 74
2019
Q4 		$247K Hold
1,130
– – 0.03% 71
2019
Q3 		$262K Sell
1,130
-100
-8% -$21.9K 0.04% 72
2019
Q2 		$256K Buy
1,230
+63
+5% +$12.6K 0.04% 73
2019
Q1 		$224K Buy
+1,167
New +$214K 0.04% 80
2018
Q4 		– Sell
-1,439
Closed -$298K – 96
2018
Q3 		$298K Sell
1,439
-131
-8% -$26.4K 0.07% 57
2018
Q2 		$306K Buy
1,570
+2
+0.1% +$374 0.09% 53
2018
Q1 		$280K Buy
1,568
+323
+26% +$60.6K 0.09% 56
2017
Q4 		$236K Sell
1,245
-138
-10% -$23.8K 0.09% 63
2017
Q3 		$226K Hold
1,383
– – 0.1% 60
2017
Q2 		$212K Hold
1,383
– – 0.1% 61
2017
Q1 		$203K Buy
+1,383
New +$196K 0.1% 57
2015
Q3 		– Sell
-2,074
Closed -$231K – 84
2015
Q2 		$231K Sell
2,074
-107
-5% -$12K 0.09% 73
2015
Q1 		$248K Sell
2,181
-94
-4% -$10.4K 0.1% 66
2014
Q4 		$239K Sell
2,275
-581
-20% -$56.4K 0.07% 68
2014
Q3 		$262K Buy
2,856
+158
+6% +$13.6K 0.16% 48
2014
Q2 		$218K Buy
+2,698
New +$213K 0.15% 53

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

Capstone Financial Advisors's HD Position: Q1 2026 in Review

Capstone Financial Advisors increased its Home Depot (HD) stake by 0.79% in Q1 2026, buying an estimated $6.2K and bringing the position to 2,163 shares worth $711K. The position accounts for 0.04% of the portfolio, ranked #82.

Capstone Financial Advisors first reported a position in HD in Q2 2014 and has held it in 40 quarters since. The position peaked at $873K in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Capstone Financial Advisors held 2,163 shares of Home Depot worth $711K as of Q1 2026.
  • Capstone Financial Advisors bought 17 Home Depot shares in Q1 2026, an estimated $6.2K.
  • Home Depot made up 0.04% of Capstone Financial Advisors's portfolio in Q1 2026, its #82 holding.
  • Capstone Financial Advisors first reported a position in Home Depot in Q2 2014 and has held it in 40 quarters since.
  • Capstone Financial Advisors's Home Depot position peaked at $873K in Q3 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.