Evermay 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
Q2 | $1.63M | Sell |
4,626
-1,786
| -28% | -$581K | 0.17% | 54 |
|
|
2026
Q1 | $2.11M | Sell |
6,412
-228
| -3% | -$83.1K | 0.23% | 44 |
|
|
2025
Q4 | $2.28M | Sell |
6,640
-89
| -1% | -$32.6K | 0.26% | 41 |
|
|
2025
Q3 | $2.73M | Sell |
6,729
-116
| -2% | -$45.6K | 0.31% | 38 |
|
|
2025
Q2 | $2.51M | Sell |
6,845
-131
| -2% | -$47.4K | 0.31% | 36 |
|
|
2025
Q1 | $2.56M | Sell |
6,976
-38
| -0.5% | -$14.8K | 0.34% | 36 |
|
|
2024
Q4 | $2.73M | Sell |
7,014
-175
| -2% | -$71.5K | 0.41% | 37 |
|
|
2024
Q3 | $2.91M | Sell |
7,189
-41
| -0.6% | -$15K | 0.47% | 32 |
|
|
2024
Q2 | $2.49M | Hold |
7,230
| – | – | 0.4% | 37 |
|
|
2024
Q1 | $2.77M | Sell |
7,230
-131
| -2% | -$47.9K | 0.42% | 36 |
|
|
2023
Q4 | $2.55M | Sell |
7,361
-58
| -0.8% | -$18K | 0.47% | 26 |
|
|
2023
Q3 | $2.24M | Sell |
7,419
-181
| -2% | -$58.2K | 0.46% | 27 |
|
|
2023
Q2 | $2.36M | Sell |
7,600
-120
| -2% | -$35.4K | 0.45% | 27 |
|
|
2023
Q1 | $2.28M | Sell |
7,720
-367
| -5% | -$113K | 0.46% | 27 |
|
|
2022
Q4 | $2.55M | Sell |
8,087
-403
| -5% | -$123K | 0.52% | 24 |
|
|
2022
Q3 | $2.34M | Sell |
8,490
-5
| -0.1% | -$1.48K | 0.47% | 24 |
|
|
2022
Q2 | $2.33M | Sell |
8,495
-517
| -6% | -$153K | 0.45% | 23 |
|
|
2022
Q1 | $2.7M | Sell |
9,012
-181
| -2% | -$62.8K | 0.45% | 27 |
|
|
2021
Q4 | $3.81M | Buy |
9,193
+85
| +0.9% | +$32.4K | 0.68% | 16 |
|
|
2021
Q3 | $2.99M | Sell |
9,108
-97
| -1% | -$31.8K | 0.58% | 18 |
|
|
2021
Q2 | $2.94M | Sell |
9,205
-32
| -0.3% | -$10.2K | 0.54% | 18 |
|
|
2021
Q1 | $2.82M | Buy |
9,237
+18
| +0.2% | +$4.96K | 0.56% | 19 |
|
|
2020
Q4 | $2.45M | Sell |
9,219
-445
| -5% | -$122K | 0.54% | 20 |
|
|
2020
Q3 | $2.68M | Sell |
9,664
-425
| -4% | -$115K | 0.66% | 17 |
|
|
2020
Q2 | $2.53M | Buy |
10,089
+229
| +2% | +$52.4K | 0.67% | 18 |
|
|
2020
Q1 | $1.84M | Buy |
9,860
+425
| +5% | +$93.3K | 0.56% | 18 |
|
|
2019
Q4 | $2.06M | Buy |
9,435
+1,118
| +13% | +$253K | 0.51% | 22 |
|
|
2019
Q3 | $1.93M | Sell |
8,317
-140
| -2% | -$30.6K | 0.53% | 21 |
|
|
2019
Q2 | $1.76M | Sell |
8,457
-504
| -6% | -$101K | 0.49% | 23 |
|
|
2019
Q1 | $1.72M | Sell |
8,961
-520
| -5% | -$95.4K | 0.49% | 26 |
|
|
2018
Q4 | $1.63M | Buy |
9,481
+408
| +4% | +$73.2K | 0.53% | 24 |
|
|
2018
Q3 | $1.88M | Sell |
9,073
-735
| -7% | -$148K | 0.59% | 22 |
|
|
2018
Q2 | $1.91M | Buy |
9,808
+6
| +0.1% | +$1.12K | 0.64% | 19 |
|
|
2018
Q1 | $1.75M | Buy |
9,802
+2,432
| +33% | +$456K | 0.6% | 19 |
|
|
2017
Q4 | $1.4M | Buy |
7,370
+4,579
| +164% | +$790K | 0.51% | 19 |
|
|
2017
Q3 | $456K | Buy |
2,791
+562
| +25% | +$86.2K | 0.2% | 48 |
|
|
2017
Q2 | $342K | Sell |
2,229
-14
| -0.6% | -$2.15K | 0.15% | 53 |
|
|
2017
Q1 | $329K | Buy |
+2,243
| New | +$318K | 0.15% | 56 |
|
Other funds holding HD
Evermay Wealth Management's HD Position: Q2 2026 in Review
Evermay Wealth Management reduced its Home Depot (HD) stake by 28% in Q2 2026, selling an estimated $581K and leaving 4,626 shares worth $1.63M. The position accounts for 0.17% of the portfolio, ranked #54.
Evermay Wealth Management first reported a position in HD in Q1 2017 and has held it in 38 quarters since. The position peaked at $3.81M in Q4 2021. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.
- Evermay Wealth Management held 4,626 shares of Home Depot worth $1.63M as of Q2 2026.
- Evermay Wealth Management sold 1,786 Home Depot shares in Q2 2026, an estimated $581K.
- Home Depot made up 0.17% of Evermay Wealth Management's portfolio in Q2 2026, its #54 holding.
- Evermay Wealth Management first reported a position in Home Depot in Q1 2017 and has held it in 38 quarters since.
- Evermay Wealth Management's Home Depot position peaked at $3.81M in Q4 2021.
- 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.