CFWMA
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Center for Wealth Management Advisory’s Home Depot HD Stock Holding History

Center for Wealth Management Advisory’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 		$246K Buy
749
+3
+0.4% +$1.09K 0.18% 58
2025
Q4 		$257K Buy
+746
New +$273K 0.19% 55

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

Center for Wealth Management Advisory's HD Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its Home Depot (HD) stake by 0.4% in Q1 2026, buying an estimated $1.09K and bringing the position to 749 shares worth $246K. The position accounts for 0.18% of the portfolio, ranked #58.

Center for Wealth Management Advisory first reported a position in HD in Q4 2025 and has held it in 2 quarters since. The position peaked at $257K in Q4 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Center for Wealth Management Advisory held 749 shares of Home Depot worth $246K as of Q1 2026.
  • Center for Wealth Management Advisory bought 3 Home Depot shares in Q1 2026, an estimated $1.09K.
  • Home Depot made up 0.18% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #58 holding.
  • Center for Wealth Management Advisory first reported a position in Home Depot in Q4 2025 and has held it in 2 quarters since.
  • Center for Wealth Management Advisory's Home Depot position peaked at $257K in Q4 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.