DWAM
HD icon

Duncan Williams Asset Management’s Home Depot HD Stock Holding History

Duncan Williams Asset Management’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 		$1.05M Sell
2,978
-6
-0.2% -$1.95K 0.24% 64
2026
Q1 		$981K Sell
2,984
-20
-0.7% -$7.29K 0.27% 56
2025
Q4 		$1.16M Sell
3,004
-113
-4% -$41.4K 0.29% 49
2025
Q3 		$1.26M Buy
3,117
+17
+0.5% +$6.68K 0.36% 44
2025
Q2 		$1.14M Buy
3,100
+7
+0.2% +$2.53K 0.36% 45
2025
Q1 		$1.13M Buy
3,093
+6
+0.2% +$2.34K 0.41% 41
2024
Q4 		$1.2M Sell
3,087
-98
-3% -$40K 0.47% 40
2024
Q3 		$1.29M Buy
3,185
+939
+42% +$342K 0.71% 24
2024
Q2 		$773K Buy
2,246
+1
+0% +$341 0.65% 27
2024
Q1 		$861K Buy
+2,245
New +$820K 0.78% 23

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Duncan Williams Asset Management's HD Position: Q2 2026 in Review

Duncan Williams Asset Management reduced its Home Depot (HD) stake by 0.2% in Q2 2026, selling an estimated $1.95K and leaving 2,978 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #64.

Duncan Williams Asset Management first reported a position in HD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.29M in Q3 2024. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Duncan Williams Asset Management held 2,978 shares of Home Depot worth $1.05M as of Q2 2026.
  • Duncan Williams Asset Management sold 6 Home Depot shares in Q2 2026, an estimated $1.95K.
  • Home Depot made up 0.24% of Duncan Williams Asset Management's portfolio in Q2 2026, its #64 holding.
  • Duncan Williams Asset Management first reported a position in Home Depot in Q1 2024 and has held it in 10 quarters since.
  • Duncan Williams Asset Management's Home Depot position peaked at $1.29M in Q3 2024.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.