Charter Research & Investment Group’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.15M | Buy |
8,928
+6
| +0.1% | +$1.95K | 1.91% | 18 |
|
|
2026
Q1 | $2.93M | Sell |
8,922
-79
| -0.9% | -$28.8K | 1.95% | 17 |
|
|
2025
Q4 | $3.1M | Sell |
9,001
-38
| -0.4% | -$13.9K | 2.07% | 15 |
|
|
2025
Q3 | $3.66M | Sell |
9,039
-324
| -3% | -$127K | 2.54% | 12 |
|
|
2025
Q2 | $3.43M | Sell |
9,363
-260
| -3% | -$94.1K | 2.56% | 10 |
|
|
2025
Q1 | $3.53M | Sell |
9,623
-263
| -3% | -$102K | 2.7% | 10 |
|
|
2024
Q4 | $3.85M | Buy |
9,886
+597
| +6% | +$244K | 2.93% | 8 |
|
|
2024
Q3 | $3.76M | Buy |
9,289
+182
| +2% | +$66.4K | 2.78% | 11 |
|
|
2024
Q2 | $3.13M | Buy |
9,107
+2,110
| +30% | +$720K | 2.47% | 12 |
|
|
2024
Q1 | $2.68M | Sell |
6,997
-3,530
| -34% | -$1.29M | 2.13% | 14 |
|
|
2023
Q4 | $3.65M | Sell |
10,527
-740
| -7% | -$229K | 3.03% | 7 |
|
|
2023
Q3 | $3.4M | Buy |
11,267
+473
| +4% | +$152K | 3.06% | 8 |
|
|
2023
Q2 | $3.35M | Buy |
10,794
+115
| +1% | +$34K | 2.78% | 9 |
|
|
2023
Q1 | $3.15M | Buy |
10,679
+308
| +3% | +$94.4K | 2.76% | 10 |
|
|
2022
Q4 | $3.28M | Hold |
10,371
| – | – | 3.14% | 10 |
|
|
2022
Q3 | $2.86M | Buy |
10,371
+117
| +1% | +$34.5K | 2.89% | 11 |
|
|
2022
Q2 | $2.81M | Buy |
10,254
+684
| +7% | +$202K | 2.56% | 13 |
|
|
2022
Q1 | $2.87M | Buy |
9,570
+9
| +0.1% | +$3.12K | 2.32% | 12 |
|
|
2021
Q4 | $3.97M | Buy |
9,561
+68
| +0.7% | +$25.9K | 3.12% | 6 |
|
|
2021
Q3 | $3.12M | Hold |
9,493
| – | – | 2.59% | 10 |
|
|
2021
Q2 | $3.03M | Hold |
9,493
| – | – | 2.51% | 13 |
|
|
2021
Q1 | $2.9M | Hold |
9,493
| – | – | 2.53% | 12 |
|
|
2020
Q4 | $2.52M | Hold |
9,493
| – | – | 2.43% | 12 |
|
|
2020
Q3 | $2.64M | Hold |
9,493
| – | – | 2.89% | 8 |
|
|
2020
Q2 | $2.38M | Hold |
9,493
| – | – | 2.74% | 9 |
|
|
2020
Q1 | $1.77M | Buy |
9,493
+580
| +7% | +$127K | 2.33% | 12 |
|
|
2019
Q4 | $1.95M | Buy |
8,913
+170
| +2% | +$38.5K | 1.98% | 17 |
|
|
2019
Q3 | $2.03M | Hold |
8,743
| – | – | 2.2% | 13 |
|
|
2019
Q2 | $1.82M | Hold |
8,743
| – | – | 2.02% | 15 |
|
|
2019
Q1 | $1.68M | Hold |
8,743
| – | – | 1.86% | 19 |
|
|
2018
Q4 | $1.5M | Hold |
8,743
| – | – | 1.9% | 19 |
|
|
2018
Q3 | $1.81M | Hold |
8,743
| – | – | 1.97% | 15 |
|
|
2018
Q2 | $1.71M | Hold |
8,743
| – | – | 1.96% | 17 |
|
|
2018
Q1 | $1.56M | Hold |
8,743
| – | – | 1.86% | 21 |
|
|
2017
Q4 | $1.66M | Buy |
+8,743
| New | +$1.51M | 1.86% | 22 |
|
|
2016
Q3 | $1.16M | Hold |
9,038
| – | – | 1.36% | 28 |
|
|
2016
Q2 | $1.15M | Hold |
9,038
| – | – | 1.32% | 31 |
|
|
2016
Q1 | $1.21M | Hold |
9,038
| – | – | 1.38% | 30 |
|
|
2015
Q4 | $1.2M | Buy |
9,038
+3,675
| +69% | +$468K | 1.39% | 28 |
|
|
2015
Q3 | $619K | Hold |
5,363
| – | – | 0.82% | 38 |
|
|
2015
Q2 | $596K | Hold |
5,363
| – | – | 0.66% | 39 |
|
|
2015
Q1 | $609K | Hold |
5,363
| – | – | 0.67% | 40 |
|
|
2014
Q4 | $563K | Buy |
+5,363
| New | +$521K | 0.62% | 43 |
|
Other funds holding HD
Charter Research & Investment Group's HD Position: Q2 2026 in Review
Charter Research & Investment Group increased its Home Depot (HD) stake by 0.07% in Q2 2026, buying an estimated $1.95K and bringing the position to 8,928 shares worth $3.15M. The position accounts for 1.91% of the portfolio, ranked #18.
Charter Research & Investment Group first reported a position in HD in Q4 2014 and has held it in 43 quarters since. The position peaked at $3.97M in Q4 2021. 4,120 funds tracked by Wall St. Rank hold HD as of Q2 2026.
- Charter Research & Investment Group held 8,928 shares of Home Depot worth $3.15M as of Q2 2026.
- Charter Research & Investment Group bought 6 Home Depot shares in Q2 2026, an estimated $1.95K.
- Home Depot made up 1.91% of Charter Research & Investment Group's portfolio in Q2 2026, its #18 holding.
- Charter Research & Investment Group first reported a position in Home Depot in Q4 2014 and has held it in 43 quarters since.
- Charter Research & Investment Group's Home Depot position peaked at $3.97M in Q4 2021.
- 4,120 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.
Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.