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Charter Research & Investment Group’s Home Depot HD Stock Holding History

Charter Research & Investment Group’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 		$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

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

Charter Research & Investment Group's HD Position: Q1 2026 in Review

Charter Research & Investment Group reduced its Home Depot (HD) stake by 0.88% in Q1 2026, selling an estimated $28.8K and leaving 8,922 shares worth $2.93M. The position accounts for 1.95% of the portfolio, ranked #17.

Charter Research & Investment Group first reported a position in HD in Q4 2014 and has held it in 42 quarters since. The position peaked at $3.97M in Q4 2021. 4,120 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Charter Research & Investment Group held 8,922 shares of Home Depot worth $2.93M as of Q1 2026.
  • Charter Research & Investment Group sold 79 Home Depot shares in Q1 2026, an estimated $28.8K.
  • Home Depot made up 1.95% of Charter Research & Investment Group's portfolio in Q1 2026, its #17 holding.
  • Charter Research & Investment Group first reported a position in Home Depot in Q4 2014 and has held it in 42 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 Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.