Clifford Swan Investment Counsel’s Home Depot HD Stock Holding History

Clifford Swan Investment Counsel’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	$12.7M	Sell	38,592 -43	-0.1%	-$15.7K	0.43%	69
2025 Q4	$13.3M	Sell	38,635 -1,367	-3%	-$501K	0.44%	65
2025 Q3	$16.2M	Buy	40,002 +639	+2%	+$251K	0.54%	55
2025 Q2	$14.4M	Sell	39,363 -342	-0.9%	-$124K	0.51%	61
2025 Q1	$14.6M	Buy	39,705 +488	+1%	+$190K	0.54%	58
2024 Q4	$15.3M	Buy	39,217 +455	+1%	+$186K	0.55%	60
2024 Q3	$15.7M	Buy	38,762 +2,384	+7%	+$870K	0.56%	59
2024 Q2	$12.5M	Sell	36,378 -64	-0.2%	-$21.8K	0.47%	61
2024 Q1	$14M	Sell	36,442 -1,164	-3%	-$425K	0.52%	62
2023 Q4	$13M	Sell	37,606 -27	-0.1%	-$8.36K	0.51%	62
2023 Q3	$11.4M	Sell	37,633 -3	-0%	-$965	0.48%	66
2023 Q2	$11.7M	Sell	37,636 -75	-0.2%	-$22.2K	0.47%	66
2023 Q1	$11.1M	Sell	37,711 -300	-0.8%	-$92K	0.47%	68
2022 Q4	$12M	Buy	38,011 +87	+0.2%	+$26.5K	0.52%	64
2022 Q3	$10.5M	Sell	37,924 -3,521	-8%	-$1.04M	0.49%	64
2022 Q2	$11.4M	Sell	41,445 -128	-0.3%	-$37.8K	0.49%	63
2022 Q1	$12.4M	Sell	41,573 -1,904	-4%	-$660K	0.46%	64
2021 Q4	$18M	Buy	43,477 +314	+0.7%	+$120K	0.63%	46
2021 Q3	$15.8M	Buy	43,163 +43	+0.1%	+$14.1K	0.58%	47
2021 Q2	$14.2M	Sell	43,120 -1,763	-4%	-$561K	0.54%	53
2021 Q1	$13.7M	Sell	44,883 -1,650	-4%	-$455K	0.56%	58
2020 Q4	$12.4M	Sell	46,533 -714	-2%	-$196K	0.54%	57
2020 Q3	$13.1M	Sell	47,247 -246	-0.5%	-$66.6K	0.63%	48
2020 Q2	$11.9M	Sell	47,493 -100	-0.2%	-$22.9K	0.61%	50
2020 Q1	$8.89M	Buy	47,593 +82	+0.2%	+$18K	0.54%	61
2019 Q4	$10.4M	Sell	47,511 -112	-0.2%	-$25.4K	0.5%	69
2019 Q3	$11M	Sell	47,623 -575	-1%	-$126K	0.57%	57
2019 Q2	$10M	Buy	48,198 +233	+0.5%	+$46.5K	0.53%	63
2019 Q1	$9.2M	Sell	47,965 -105	-0.2%	-$19.3K	0.49%	65
2018 Q4	$8.26M	Sell	48,070 -210	-0.4%	-$37.7K	0.5%	64
2018 Q3	$10M	Sell	48,280 -1,382	-3%	-$278K	0.52%	64
2018 Q2	$9.69M	Buy	49,662 +2,315	+5%	+$432K	0.54%	62
2018 Q1	$8.44M	Sell	47,347 -326	-0.7%	-$61.2K	0.48%	74
2017 Q4	$9.04M	Sell	47,673 -1,923	-4%	-$332K	0.49%	70
2017 Q3	$8.11M	Sell	49,596 -3,215	-6%	-$493K	0.49%	69
2017 Q2	$8.1M	Buy	52,811 +852	+2%	+$131K	0.51%	67
2017 Q1	$7.63M	Buy	51,959 +463	+0.9%	+$65.7K	0.49%	67
2016 Q4	$6.91M	Sell	51,496 -1,000	-2%	-$129K	0.46%	69
2016 Q3	$6.75M	Buy	52,496 +119	+0.2%	+$15.9K	0.46%	69
2016 Q2	$6.69M	Sell	52,377 -4,749	-8%	-$628K	0.46%	69
2016 Q1	$7.62M	Sell	57,126 -565	-1%	-$70.4K	0.52%	65
2015 Q4	$7.63M	Sell	57,691 -850	-1%	-$108K	0.52%	66
2015 Q3	$6.76M	Sell	58,541 -1,507	-3%	-$174K	0.48%	68
2015 Q2	$6.67M	Buy	60,048 +395	+0.7%	+$44.2K	0.45%	66
2015 Q1	$6.78M	Sell	59,653 -4,725	-7%	-$521K	0.45%	65
2014 Q4	$6.76M	Buy	64,378 +2	+0%	+$194	0.45%	62
2014 Q3	$5.91M	Sell	64,376 -200	-0.3%	-$17.2K	0.4%	66
2014 Q2	$5.23M	Sell	64,576 -83	-0.1%	-$6.55K	0.35%	75
2014 Q1	$5.12M	Buy	64,659 +835	+1%	+$66.4K	0.36%	73
2013 Q4	$5.25M	Sell	63,824 -3,400	-5%	-$265K	0.38%	71
2013 Q3	$5.1M	Sell	67,224 -14,287	-18%	-$1.1M	0.41%	68
2013 Q2	$6.32M	Buy	+81,511	New	+$6.12M	0.53%	57

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Clifford Swan Investment Counsel's HD Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its Home Depot (HD) stake by 0.11% in Q1 2026, selling an estimated $15.7K and leaving 38,592 shares worth $12.7M. The position accounts for 0.43% of the portfolio, ranked #69.

Clifford Swan Investment Counsel first reported a position in HD in Q2 2013 and has held it in 52 quarters since. The position peaked at $18M in Q4 2021. 4,125 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Clifford Swan Investment Counsel held 38,592 shares of Home Depot worth $12.7M as of Q1 2026.
Clifford Swan Investment Counsel sold 43 Home Depot shares in Q1 2026, an estimated $15.7K.
Home Depot made up 0.43% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #69 holding.
Clifford Swan Investment Counsel first reported a position in Home Depot in Q2 2013 and has held it in 52 quarters since.
Clifford Swan Investment Counsel's Home Depot position peaked at $18M in Q4 2021.
4,125 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.