Evercore Wealth Management’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$142M Sell
432,199
-8,119
-2% -$2.96M 2.24% 14
2025
Q4
$152M Sell
440,318
-4,762
-1% -$1.74M 2.22% 14
2025
Q3
$180M Sell
445,080
-5,662
-1% -$2.23M 2.65% 12
2025
Q2
$165M Sell
450,742
-9,652
-2% -$3.49M 2.57% 11
2025
Q1
$169M Sell
460,394
-7,399
-2% -$2.88M 2.71% 9
2024
Q4
$182M Sell
467,793
-173
-0% -$70.7K 2.73% 9
2024
Q3
$190M Sell
467,966
-5,918
-1% -$2.16M 2.84% 8
2024
Q2
$163M Sell
473,884
-2,907
-0.6% -$992K 2.57% 11
2024
Q1
$183M Buy
476,791
+2,059
+0.4% +$752K 2.87% 8
2023
Q4
$165M Buy
474,732
+1,119
+0.2% +$347K 2.76% 7
2023
Q3
$143M Sell
473,613
-1,004
-0.2% -$323K 2.68% 9
2023
Q2
$147M Buy
474,617
+2,381
+0.5% +$703K 2.7% 8
2023
Q1
$139M Sell
472,236
-3,703
-0.8% -$1.14M 2.78% 7
2022
Q4
$150M Buy
475,939
+695
+0.1% +$212K 3.15% 6
2022
Q3
$131M Buy
475,244
+2,769
+0.6% +$817K 2.96% 8
2022
Q2
$130M Sell
472,475
-3,162
-0.7% -$934K 2.73% 8
2022
Q1
$142M Buy
475,637
+7,157
+2% +$2.48M 2.52% 9
2021
Q4
$194M Sell
468,480
-2,947
-0.6% -$1.12M 3.16% 6
2021
Q3
$155M Sell
471,427
-10,515
-2% -$3.45M 2.8% 7
2021
Q2
$154M Sell
481,942
-160
-0% -$50.9K 2.81% 8
2021
Q1
$147M Buy
482,102
+11,650
+2% +$3.21M 2.92% 6
2020
Q4
$125M Buy
470,452
+475
+0.1% +$131K 2.69% 7
2020
Q3
$131M Buy
469,977
+1,674
+0.4% +$453K 3.19% 6
2020
Q2
$117M Buy
468,303
+270
+0.1% +$61.8K 3.13% 6
2020
Q1
$87.4M Buy
468,033
+21,052
+5% +$4.62M 2.88% 8
2019
Q4
$97.6M Buy
446,981
+2,507
+0.6% +$568K 2.63% 8
2019
Q3
$103M Buy
444,474
+9,114
+2% +$1.99M 3.03% 5
2019
Q2
$90.5M Buy
435,360
+16,376
+4% +$3.27M 2.75% 6
2019
Q1
$80.4M Buy
418,984
+12,643
+3% +$2.32M 2.59% 8
2018
Q4
$69.8M Buy
406,341
+11,738
+3% +$2.1M 2.64% 7
2018
Q3
$81.7M Sell
394,603
-3,578
-0.9% -$720K 2.61% 6
2018
Q2
$77.7M Buy
398,181
+17,599
+5% +$3.29M 2.65% 6
2018
Q1
$67.8M Sell
380,582
-16,693
-4% -$3.13M 2.59% 6
2017
Q4
$75.3M Sell
397,275
-7,120
-2% -$1.23M 2.8% 5
2017
Q3
$66.1M Sell
404,395
-7,851
-2% -$1.2M 2.58% 5
2017
Q2
$63.2M Sell
412,246
-7,849
-2% -$1.2M 2.44% 5
2017
Q1
$61.7M Sell
420,095
-2,455
-0.6% -$348K 2.41% 5
2016
Q4
$56.7M Buy
422,550
+3,671
+0.9% +$473K 2.35% 6
2016
Q3
$53.9M Buy
418,879
+4,299
+1% +$573K 2.23% 8
2016
Q2
$52.9M Sell
414,580
-2,209
-0.5% -$292K 2.33% 8
2016
Q1
$55.6M Buy
416,789
+21,231
+5% +$2.65M 2.46% 7
2015
Q4
$52.3M Buy
395,558
+4,945
+1% +$629K 2.43% 3
2015
Q3
$45.1M Buy
390,613
+16,469
+4% +$1.91M 2.16% 8
2015
Q2
$41.6M Buy
374,144
+6,697
+2% +$750K 1.88% 8
2015
Q1
$41.7M Buy
367,447
+12,327
+3% +$1.36M 1.92% 8
2014
Q4
$37.2M Buy
355,120
+12,933
+4% +$1.26M 1.86% 8
2014
Q3
$31.4M Buy
342,187
+14,346
+4% +$1.23M 1.57% 13
2014
Q2
$26.5M Buy
327,841
+26,058
+9% +$2.06M 1.37% 22
2014
Q1
$23.9M Buy
301,783
+215,973
+252% +$17.2M 1.34% 19
2013
Q4
$7.06M Sell
85,810
-56,567
-40% -$4.41M 0.39% 75
2013
Q3
$10.8M Sell
142,377
-45,391
-24% -$3.5M 0.62% 53
2013
Q2
$14.5M Buy
+187,768
New +$14.1M 0.82% 38

Other funds holding HD

Evercore Wealth Management's HD Position: Q1 2026 in Review

Evercore Wealth Management reduced its Home Depot (HD) stake by 1.8% in Q1 2026, selling an estimated $2.96M and leaving 432,199 shares worth $142M. The position accounts for 2.24% of the portfolio, ranked #14.

Evercore Wealth Management first reported a position in HD in Q2 2013 and has held it in 52 quarters since. The position peaked at $194M in Q4 2021. 4,118 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Evercore Wealth Management held 432,199 shares of Home Depot worth $142M as of Q1 2026.
  • Evercore Wealth Management sold 8,119 Home Depot shares in Q1 2026, an estimated $2.96M.
  • Home Depot made up 2.24% of Evercore Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Evercore Wealth Management first reported a position in Home Depot in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's Home Depot position peaked at $194M in Q4 2021.
  • 4,118 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.