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Crestmont Private Wealth’s Home Depot HD Stock Holding History

Crestmont Private Wealth’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 		$752K Buy
2,287
+321
+16% +$117K 0.24% 35
2025
Q4 		$677K Sell
1,966
-53
-3% -$19.4K 0.22% 38
2025
Q3 		$818K Buy
2,019
+126
+7% +$49.5K 0.27% 29
2025
Q2 		$694K Buy
1,893
+126
+7% +$45.6K 0.25% 31
2025
Q1 		$648K Buy
1,767
+247
+16% +$96.3K 0.28% 28
2024
Q4 		$591K Sell
1,520
-117
-7% -$47.8K 0.27% 25
2024
Q3 		$663K Buy
1,637
+91
+6% +$33.2K 0.29% 23
2024
Q2 		$532K Buy
1,546
+334
+28% +$114K 0.26% 25
2024
Q1 		$465K Buy
1,212
+313
+35% +$114K 0.23% 27
2023
Q4 		$312K Buy
899
+15
+2% +$4.64K 0.16% 36
2023
Q3 		$267K Sell
884
-187
-17% -$60.1K 0.16% 40
2023
Q2 		$333K Buy
1,071
+104
+11% +$30.7K 0.2% 36
2023
Q1 		$285K Buy
967
+137
+17% +$42K 0.19% 38
2022
Q4 		$262K Buy
+830
New +$253K 0.18% 34

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

Crestmont Private Wealth's HD Position: Q1 2026 in Review

Crestmont Private Wealth increased its Home Depot (HD) stake by 16% in Q1 2026, buying an estimated $117K and bringing the position to 2,287 shares worth $752K. The position accounts for 0.24% of the portfolio, ranked #35.

Crestmont Private Wealth first reported a position in HD in Q4 2022 and has held it in 14 quarters since. The position peaked at $818K in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Crestmont Private Wealth held 2,287 shares of Home Depot worth $752K as of Q1 2026.
  • Crestmont Private Wealth bought 321 Home Depot shares in Q1 2026, an estimated $117K.
  • Home Depot made up 0.24% of Crestmont Private Wealth's portfolio in Q1 2026, its #35 holding.
  • Crestmont Private Wealth first reported a position in Home Depot in Q4 2022 and has held it in 14 quarters since.
  • Crestmont Private Wealth's Home Depot position peaked at $818K in Q3 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.