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Falcon Wealth Planning’s Home Depot HD Stock Holding History

Falcon Wealth Planning’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 		$1.8M Buy
5,102
+433
+9% +$141K 0.11% 65
2026
Q1 		$1.54M Buy
4,669
+8
+0.2% +$2.92K 0.1% 61
2025
Q4 		$1.6M Sell
4,661
-57
-1% -$20.9K 0.14% 58
2025
Q3 		$1.91M Buy
4,718
+1,336
+40% +$525K 0.17% 52
2025
Q2 		$1.24M Buy
3,382
+178
+6% +$64.4K 0.13% 63
2025
Q1 		$1.17M Buy
3,204
+89
+3% +$34.7K 0.13% 62
2024
Q4 		$1.21M Buy
3,115
+23
+0.7% +$9.4K 0.14% 61
2024
Q3 		$1.25M Sell
3,092
-129
-4% -$47.1K 0.15% 58
2024
Q2 		$1.11M Buy
3,221
+73
+2% +$24.9K 0.14% 54
2024
Q1 		$1.21M Buy
3,148
+450
+17% +$164K 0.19% 50
2023
Q4 		$935K Buy
2,698
+1,671
+163% +$517K 0.16% 51
2023
Q3 		$310K Sell
1,027
-37
-3% -$11.9K 0.07% 81
2023
Q2 		$330K Buy
1,064
+64
+6% +$18.9K 0.07% 78
2023
Q1 		$295K Buy
1,000
+1
+0.1% +$307 0.07% 74
2022
Q4 		$316K Sell
999
-17
-2% -$5.18K 0.09% 69
2022
Q3 		$280K Buy
1,016
+18
+2% +$5.31K 0.09% 74
2022
Q2 		$274K Buy
998
+40
+4% +$11.8K 0.09% 71
2022
Q1 		$287K Sell
958
-56
-6% -$19.4K 0.09% 66
2021
Q4 		$421K Buy
1,014
+101
+11% +$38.5K 0.14% 50
2021
Q3 		$300K Buy
913
+208
+30% +$68.3K 0.11% 54
2021
Q2 		$225K Buy
705
+1
+0.1% +$318 0.1% 59
2021
Q1 		$215K Buy
+704
New +$194K 0.11% 55

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

Falcon Wealth Planning's HD Position: Q2 2026 in Review

Falcon Wealth Planning increased its Home Depot (HD) stake by 9.3% in Q2 2026, buying an estimated $141K and bringing the position to 5,102 shares worth $1.8M. The position accounts for 0.11% of the portfolio, ranked #65.

Falcon Wealth Planning first reported a position in HD in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.91M in Q3 2025. 4,094 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Falcon Wealth Planning held 5,102 shares of Home Depot worth $1.8M as of Q2 2026.
  • Falcon Wealth Planning bought 433 Home Depot shares in Q2 2026, an estimated $141K.
  • Home Depot made up 0.11% of Falcon Wealth Planning's portfolio in Q2 2026, its #65 holding.
  • Falcon Wealth Planning first reported a position in Home Depot in Q1 2021 and has held it in 22 quarters since.
  • Falcon Wealth Planning's Home Depot position peaked at $1.91M in Q3 2025.
  • 4,094 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.