CM Wealth Advisors’s Home Depot HD Stock Holding History

CM Wealth Advisors’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	–	Sell	-720	Closed	-$237K	–	196
2026 Q1	$237K	Hold	720	–	–	0.05%	131
2025 Q4	$248K	Buy	+720	New	+$264K	0.06%	126
2024 Q2	–	Sell	-774	Closed	-$264K	–	115
2024 Q1	$264K	Buy	+774	New	+$283K	0.08%	147
2023 Q3	–	Sell	-764	Closed	-$253K	–	113
2023 Q2	$253K	Sell	764 -3,570	-82%	-$1.05M	0.08%	126
2023 Q1	$1.25M	Buy	+4,334	New	+$1.33M	0.24%	115

Other funds holding HD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CM Wealth Advisors's HD Position: Q2 2026 in Review

CM Wealth Advisors sold out of Home Depot (HD) in Q2 2026, closing a stake of 720 shares — an estimated $237K sold.

CM Wealth Advisors first reported a position in HD in Q1 2023 and held it in 5 quarters. The position peaked at $1.25M in Q1 2023. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

CM Wealth Advisors reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
CM Wealth Advisors sold 720 Home Depot shares in Q2 2026, an estimated $237K.
CM Wealth Advisors first reported a position in Home Depot in Q1 2023 and held it in 5 quarters.
CM Wealth Advisors's Home Depot position peaked at $1.25M in Q1 2023.
4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.