CBIZ Investment Advisory Services’s Home Depot HD Stock Holding History

CBIZ Investment Advisory Services’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	$89.5K	Sell	272 -239	-47%	-$87.1K	﹤0.01%	60
2025 Q4	$176K	Buy	511 +163	+47%	+$59.7K	0.01%	62
2025 Q3	$141K	Buy	348 +69	+25%	+$27.1K	0.01%	61
2025 Q2	$102K	Sell	279 -65	-19%	-$23.5K	﹤0.01%	78
2025 Q1	$126K	Buy	344 +51	+17%	+$19.9K	0.01%	61
2024 Q4	$114K	Buy	293 +12	+4%	+$4.9K	0.01%	68
2024 Q3	$114K	Sell	281 -1	-0.4%	-$365	0.01%	64
2024 Q2	$97K	Hold	282	–	–	0.01%	70
2024 Q1	$108K	Buy	+282	New	+$103K	0.01%	68
2020 Q1	–	Hold	0	–	–	–	207

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CBIZ Investment Advisory Services's HD Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Home Depot (HD) stake by 47% in Q1 2026, selling an estimated $87.1K and leaving 272 shares worth $89.5K. The position accounts for ﹤0.01% of the portfolio, ranked #60.

CBIZ Investment Advisory Services first reported a position in HD in Q1 2024 and has held it in 9 quarters since. The position peaked at $176K in Q4 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

CBIZ Investment Advisory Services held 272 shares of Home Depot worth $89.5K as of Q1 2026.
CBIZ Investment Advisory Services sold 239 Home Depot shares in Q1 2026, an estimated $87.1K.
Home Depot made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #60 holding.
CBIZ Investment Advisory Services first reported a position in Home Depot in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Home Depot position peaked at $176K in Q4 2025.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.