Evelyn Partners Investment Management Services’s Home Depot HD Stock Holding History

Evelyn Partners Investment Management Services’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	$315K	Buy	958 +39	+4%	+$14.2K	0.04%	117
2025 Q4	$316K	Buy	919 +19	+2%	+$6.96K	0.04%	116
2025 Q3	$365K	Sell	900 -53	-6%	-$20.8K	0.05%	107
2025 Q2	$349K	Buy	953 +164	+21%	+$59.3K	0.05%	106
2025 Q1	$289K	Hold	789	–	–	0.05%	110
2024 Q4	$307K	Buy	+789	New	+$322K	0.05%	103

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Evelyn Partners Investment Management Services's HD Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Home Depot (HD) stake by 4.2% in Q1 2026, buying an estimated $14.2K and bringing the position to 958 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #117.

Evelyn Partners Investment Management Services first reported a position in HD in Q4 2024 and has held it in 6 quarters since. The position peaked at $365K in Q3 2025. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Evelyn Partners Investment Management Services held 958 shares of Home Depot worth $315K as of Q1 2026.
Evelyn Partners Investment Management Services bought 39 Home Depot shares in Q1 2026, an estimated $14.2K.
Home Depot made up 0.04% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #117 holding.
Evelyn Partners Investment Management Services first reported a position in Home Depot in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Home Depot position peaked at $365K in Q3 2025.
4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.