CSM Advisors’s Home Depot HD Stock Holding History

CSM 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	$345K	Sell	979 -121	-11%	-$39.4K	0.01%	384
2026 Q1	$362K	Buy	1,100 +30	+3%	+$10.9K	0.01%	381
2025 Q4	$368K	Hold	1,070	–	–	0.01%	377
2025 Q3	$434K	Hold	1,070	–	–	0.01%	378
2025 Q2	$392K	Buy	+1,070	New	+$387K	0.01%	349
2024 Q3	–	Sell	-725	Closed	-$250K	–	128
2024 Q2	$250K	Hold	725	–	–	0.02%	123
2024 Q1	$278K	Sell	725 -100	-12%	-$36.5K	0.02%	130
2023 Q4	$286K	Hold	825	–	–	0.02%	133
2023 Q3	$249K	Hold	825	–	–	0.02%	131
2023 Q2	$256K	Sell	825 -200	-20%	-$59.1K	0.02%	140
2023 Q1	$302K	Hold	1,025	–	–	0.03%	134
2022 Q4	$324K	Hold	1,025	–	–	0.03%	126
2022 Q3	$283K	Hold	1,025	–	–	0.03%	125
2022 Q2	$281K	Sell	1,025 -800	-44%	-$236K	0.03%	118
2022 Q1	$546K	Hold	1,825	–	–	0.04%	112
2021 Q4	$757K	Hold	1,825	–	–	0.05%	116
2021 Q3	$599K	Hold	1,825	–	–	0.04%	116
2021 Q2	$582K	Buy	+1,825	New	+$580K	0.04%	124

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

CSM Advisors's HD Position: Q2 2026 in Review

CSM Advisors reduced its Home Depot (HD) stake by 11% in Q2 2026, selling an estimated $39.4K and leaving 979 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #384.

CSM Advisors first reported a position in HD in Q2 2021 and has held it in 18 quarters since. The position peaked at $757K in Q4 2021. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

CSM Advisors held 979 shares of Home Depot worth $345K as of Q2 2026.
CSM Advisors sold 121 Home Depot shares in Q2 2026, an estimated $39.4K.
Home Depot made up 0.01% of CSM Advisors's portfolio in Q2 2026, its #384 holding.
CSM Advisors first reported a position in Home Depot in Q2 2021 and has held it in 18 quarters since.
CSM Advisors's Home Depot position peaked at $757K in Q4 2021.
4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.