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

Evelyn Partners Investment 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
Q1 		$628K Hold
1,909
– – 0.02% 150
2025
Q4 		$657K Hold
1,909
– – 0.02% 150
2025
Q3 		$774K Sell
1,909
-105
-5% -$41.3K 0.02% 145
2025
Q2 		$738K Buy
2,014
+105
+6% +$38K 0.02% 144
2025
Q1 		$700K Sell
1,909
-180
-9% -$70.2K 0.02% 139
2024
Q4 		$813K Buy
+2,089
New +$853K 0.03% 135

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VCM
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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

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

Evelyn Partners Investment Management held its Home Depot (HD) position steady in Q1 2026 at 1,909 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #150.

Evelyn Partners Investment Management first reported a position in HD in Q4 2024 and has held it in 6 quarters since. The position peaked at $813K in Q4 2024. 4,118 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Evelyn Partners Investment Management held 1,909 shares of Home Depot worth $628K as of Q1 2026.
  • Evelyn Partners Investment Management left its Home Depot share count unchanged in Q1 2026.
  • Home Depot made up 0.02% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #150 holding.
  • Evelyn Partners Investment Management first reported a position in Home Depot in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Home Depot position peaked at $813K in Q4 2024.
  • 4,118 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

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