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Elm3 Financial Group’s Home Depot HD Stock Holding History

Elm3 Financial Group’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 		$1.1M Sell
3,124
-1,180
-27% -$384K 0.75% 37
2026
Q1 		$1.42M Sell
4,304
-1,435
-25% -$523K 1.2% 22
2025
Q4 		$1.97M Sell
5,739
-217
-4% -$79.5K 1.64% 15
2025
Q3 		$2.41M Buy
5,956
+1,885
+46% +$741K 1.98% 13
2025
Q2 		$1.49M Sell
4,071
-188
-4% -$68K 1.24% 21
2025
Q1 		$1.56M Buy
4,259
+2,307
+118% +$899K 1.37% 18
2024
Q4 		$760K Buy
+1,952
New +$797K 0.65% 38

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

Elm3 Financial Group's HD Position: Q2 2026 in Review

Elm3 Financial Group reduced its Home Depot (HD) stake by 27% in Q2 2026, selling an estimated $384K and leaving 3,124 shares worth $1.1M. The position accounts for 0.75% of the portfolio, ranked #37.

Elm3 Financial Group first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.41M in Q3 2025. 4,099 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Elm3 Financial Group held 3,124 shares of Home Depot worth $1.1M as of Q2 2026.
  • Elm3 Financial Group sold 1,180 Home Depot shares in Q2 2026, an estimated $384K.
  • Home Depot made up 0.75% of Elm3 Financial Group's portfolio in Q2 2026, its #37 holding.
  • Elm3 Financial Group first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Elm3 Financial Group's Home Depot position peaked at $2.41M in Q3 2025.
  • 4,099 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.