Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Home Depot HD Stock Holding History

Carson Wealth (CWM LLC)’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 		$86.1M Buy
261,911
+19,685
+8% +$7.17M 0.23% 84
2025
Q4 		$83.3M Buy
242,226
+17,705
+8% +$6.48M 0.23% 87
2025
Q3 		$91M Buy
224,521
+14,586
+7% +$5.74M 0.27% 72
2025
Q2 		$77M Buy
209,935
+4,168
+2% +$1.51M 0.27% 74
2025
Q1 		$75.4M Sell
205,767
-4,248
-2% -$1.66M 0.3% 70
2024
Q4 		$81.7M Buy
210,015
+14,078
+7% +$5.75M 0.34% 53
2024
Q3 		$79.4M Buy
195,937
+4,666
+2% +$1.7M 0.34% 52
2024
Q2 		$65.8M Buy
191,271
+5,446
+3% +$1.86M 0.31% 57
2024
Q1 		$71.3M Sell
185,825
-2,562
-1% -$936K 0.35% 52
2023
Q4 		$65.3M Buy
188,387
+71,665
+61% +$22.2M 0.35% 51
2023
Q3 		$35.3M Buy
116,722
+5,753
+5% +$1.85M 0.22% 87
2023
Q2 		$34.5M Buy
110,969
+9,558
+9% +$2.82M 0.21% 87
2023
Q1 		$29.9M Buy
101,411
+2,984
+3% +$915K 0.2% 98
2022
Q4 		$31.1M Buy
98,427
+5,975
+6% +$1.82M 0.23% 92
2022
Q3 		$25.5M Buy
92,452
+665
+0.7% +$196K 0.2% 102
2022
Q2 		$25.2M Sell
91,787
-850
-0.9% -$251K 0.2% 103
2022
Q1 		$27.7M Buy
92,637
+7,108
+8% +$2.47M 0.2% 99
2021
Q4 		$35.5M Buy
+85,529
New +$32.6M 0.25% 72
2021
Q2 		$10.1M Hold
31,723
– – 0.08% 200
2021
Q1 		$10.1M Hold
31,723
– – 0.08% 200
2020
Q4 		$10.1M Hold
31,723
– – 0.08% 200
2020
Q3 		$10.1M Hold
31,723
– – 0.08% 200
2020
Q2 		$10.1M Hold
31,723
– – 0.08% 200
2020
Q1 		$10.1M Hold
31,723
– – 0.08% 200
2019
Q4 		$10.1M Hold
31,723
– – 0.08% 200
2019
Q3 		$10.1M Hold
31,723
– – 0.08% 200
2019
Q2 		$10.1M Hold
31,723
– – 0.08% 200
2019
Q1 		$10.1M Buy
31,723
+11,220
+55% +$2.06M 0.08% 200
2018
Q4 		$3.52M Buy
20,503
+9,931
+94% +$1.78M 0.09% 197
2018
Q3 		$2.19M Buy
10,572
+7,244
+218% +$1.46M 0.06% 250
2018
Q2 		$649K Buy
3,328
+747
+29% +$140K 0.02% 314
2018
Q1 		$460K Buy
2,581
+65
+3% +$12.2K 0.02% 287
2017
Q4 		$477K Buy
2,516
+199
+9% +$34.3K 0.02% 269
2017
Q3 		$379K Buy
2,317
+477
+26% +$73.1K 0.02% 273
2017
Q2 		$282K Buy
1,840
+123
+7% +$18.9K 0.01% 287
2017
Q1 		$252K Sell
1,717
-569
-25% -$80.7K 0.01% 277
2016
Q4 		$307K Buy
2,286
+337
+17% +$43.4K 0.02% 242
2016
Q3 		$251K Buy
1,949
+1,331
+215% +$177K 0.02% 243
2016
Q2 		$79K Sell
618
-42
-6% -$5.55K 0.01% 331
2016
Q1 		$88K Buy
660
+22
+3% +$2.74K 0.01% 291
2015
Q4 		$84K Buy
638
+15
+2% +$1.91K 0.01% 271
2015
Q3 		$72K Buy
+623
New +$72.1K 0.01% 260
2014
Q1 		– Sell
-1,981
Closed -$163K – 294
2013
Q4 		$163K Buy
1,981
+80
+4% +$6.23K 0.03% 170
2013
Q3 		$144K Buy
+1,901
New +$147K 0.04% 141

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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 $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 $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Home Depot (HD) stake by 8.1% in Q1 2026, buying an estimated $7.17M and bringing the position to 261,911 shares worth $86.1M. The position accounts for 0.23% of the portfolio, ranked #84.

Carson Wealth (CWM LLC) first reported a position in HD in Q3 2013 and has held it in 44 quarters since. The position peaked at $91M in Q3 2025. 4,130 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 261,911 shares of Home Depot worth $86.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 19,685 Home Depot shares in Q1 2026, an estimated $7.17M.
  • Home Depot made up 0.23% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #84 holding.
  • Carson Wealth (CWM LLC) first reported a position in Home Depot in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Home Depot position peaked at $91M in Q3 2025.
  • 4,130 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.