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CFM Wealth Partners’s Home Depot HD Stock Holding History

CFM Wealth Partners’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 		$4.66M Sell
13,203
-4,826
-27% -$1.57M 0.59% 39
2026
Q1 		$5.93M Sell
18,029
-946
-5% -$345K 0.89% 30
2025
Q4 		$6.53M Sell
18,975
-1,250
-6% -$458K 0.94% 27
2025
Q3 		$8.19M Buy
20,225
+550
+3% +$216K 1.19% 22
2025
Q2 		$7.21M Buy
19,675
+531
+3% +$192K 1.15% 23
2025
Q1 		$7.02M Buy
19,144
+654
+4% +$255K 1.24% 21
2024
Q4 		$7.19M Buy
18,490
+795
+4% +$325K 1.21% 22
2024
Q3 		$7.17M Buy
17,695
+924
+6% +$337K 1.25% 21
2024
Q2 		$5.77M Buy
16,771
+152
+0.9% +$51.9K 1.06% 25
2024
Q1 		$6.38M Buy
16,619
+1,281
+8% +$468K 1.28% 19
2023
Q4 		$5.32M Sell
15,338
-2,432
-14% -$753K 1.2% 20
2023
Q3 		$5.37M Buy
17,770
+69
+0.4% +$22.2K 1.41% 15
2023
Q2 		$5.5M Sell
17,701
-8
-0% -$2.36K 1.34% 15
2023
Q1 		$5.23M Buy
17,709
+82
+0.5% +$25.1K 1.41% 14
2022
Q4 		$5.57M Buy
17,627
+102
+0.6% +$31.1K 1.67% 12
2022
Q3 		$4.84M Sell
17,525
-17
-0.1% -$5.02K 1.54% 12
2022
Q2 		$4.81M Sell
17,542
-901
-5% -$266K 1.44% 13
2022
Q1 		$5.52M Sell
18,443
-371
-2% -$129K 1.32% 17
2021
Q4 		$7.69M Buy
18,814
+1,255
+7% +$478K 1.72% 13
2021
Q3 		$5.76M Buy
17,559
+958
+6% +$315K 1.45% 15
2021
Q2 		$5.29M Buy
16,601
+375
+2% +$119K 1.41% 16
2021
Q1 		$4.95M Buy
16,226
+178
+1% +$49.1K 1.49% 15
2020
Q4 		$4.26M Buy
16,048
+1,531
+11% +$421K 1.36% 16
2020
Q3 		$4.03M Buy
14,517
+1,902
+15% +$515K 1.47% 15
2020
Q2 		$3.16M Buy
12,615
+452
+4% +$103K 1.2% 17
2020
Q1 		$2.27M Buy
12,163
+381
+3% +$83.6K 1.06% 24
2019
Q4 		$2.69M Buy
+11,782
New +$2.67M 0.99% 25

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 $3.37T AUM 44.26% 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

CFM Wealth Partners's HD Position: Q2 2026 in Review

CFM Wealth Partners reduced its Home Depot (HD) stake by 27% in Q2 2026, selling an estimated $1.57M and leaving 13,203 shares worth $4.66M. The position accounts for 0.59% of the portfolio, ranked #39.

CFM Wealth Partners first reported a position in HD in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.19M in Q3 2025. 4,101 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • CFM Wealth Partners held 13,203 shares of Home Depot worth $4.66M as of Q2 2026.
  • CFM Wealth Partners sold 4,826 Home Depot shares in Q2 2026, an estimated $1.57M.
  • Home Depot made up 0.59% of CFM Wealth Partners's portfolio in Q2 2026, its #39 holding.
  • CFM Wealth Partners first reported a position in Home Depot in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's Home Depot position peaked at $8.19M in Q3 2025.
  • 4,101 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.