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Capstone Wealth Management Group (Pennsylvania)’s Home Depot HD Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$546K Sell
1,549
-1,435
-48% -$467K 0.19% 60
2026
Q1 		$982K Buy
2,984
+2,345
+367% +$855K 0.41% 48
2025
Q4 		$220K Buy
639
+4
+0.6% +$1.47K 0.09% 77
2025
Q3 		$257K Buy
+635
New +$250K 0.11% 64
2022
Q1 		– Sell
-1,263
Closed -$524K – 70
2021
Q4 		$524K Buy
+1,263
New +$481K 0.43% 49

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 $3.38T AUM 44.17% 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

Capstone Wealth Management Group (Pennsylvania)'s HD Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its Home Depot (HD) stake by 48% in Q2 2026, selling an estimated $467K and leaving 1,549 shares worth $546K. The position accounts for 0.19% of the portfolio, ranked #60.

Capstone Wealth Management Group (Pennsylvania) first reported a position in HD in Q4 2021 and has held it in 5 quarters since. The position peaked at $982K in Q1 2026. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 1,549 shares of Home Depot worth $546K as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 1,435 Home Depot shares in Q2 2026, an estimated $467K.
  • Home Depot made up 0.19% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #60 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Home Depot in Q4 2021 and has held it in 5 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Home Depot position peaked at $982K in Q1 2026.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.