CWM
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Carolina Wealth Management’s Home Depot HD Stock Holding History

Carolina Wealth Management’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 		$225K Buy
+639
New +$208K 0.1% 105

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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

Carolina Wealth Management's HD Position: Q2 2026 in Review

Carolina Wealth Management opened a new position in Home Depot (HD) in Q2 2026: 639 shares worth $225K. The stake represents 0.1% of the portfolio and ranks #105 among its holdings.

4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Carolina Wealth Management held 639 shares of Home Depot worth $225K as of Q2 2026.
  • Home Depot was a new Carolina Wealth Management position in Q2 2026.
  • Home Depot made up 0.1% of Carolina Wealth Management's portfolio in Q2 2026, its #105 holding.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Carolina Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.