First Manhattan
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First Manhattan’s Home Depot HD Stock Holding History

First Manhattan’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 		$19.7M Buy
60,043
+1,742
+3% +$635K 0.05% 115
2025
Q4 		$20.1M Sell
58,301
-509
-0.9% -$186K 0.05% 118
2025
Q3 		$23.8M Buy
58,810
+20,008
+52% +$7.87M 0.06% 106
2025
Q2 		$14.2M Buy
38,802
+5,219
+16% +$1.89M 0.04% 137
2025
Q1 		$12.3M Sell
33,583
-2,226
-6% -$868K 0.04% 134
2024
Q4 		$13.9M Buy
35,809
+111
+0.3% +$45.3K 0.04% 124
2024
Q3 		$14.5M Buy
35,698
+231
+0.7% +$84.3K 0.04% 119
2024
Q2 		$12.2M Sell
35,467
-271
-0.8% -$92.4K 0.04% 132
2024
Q1 		$13.7M Sell
35,738
-628
-2% -$229K 0.04% 126
2023
Q4 		$12.6M Sell
36,366
-3,375
-8% -$1.05M 0.04% 127
2023
Q3 		$12M Sell
39,741
-318
-0.8% -$102K 0.04% 129
2023
Q2 		$12.4M Buy
40,059
+2,619
+7% +$774K 0.05% 119
2023
Q1 		$11.1M Sell
37,440
-588
-2% -$180K 0.04% 131
2022
Q4 		$12M Buy
38,028
+560
+1% +$171K 0.04% 131
2022
Q3 		$10.3M Buy
37,468
+857
+2% +$253K 0.04% 143
2022
Q2 		$10M Sell
36,611
-15
-0% -$4.43K 0.04% 159
2022
Q1 		$11M Buy
36,626
+235
+0.6% +$81.5K 0.04% 168
2021
Q4 		$15.1M Sell
36,391
-377
-1% -$144K 0.05% 135
2021
Q3 		$12.1M Buy
36,768
+187
+0.5% +$61.4K 0.04% 143
2021
Q2 		$11.7M Buy
36,581
+216
+0.6% +$68.7K 0.04% 148
2021
Q1 		$11.1M Buy
36,365
+393
+1% +$108K 0.05% 150
2020
Q4 		$9.56M Sell
35,972
-176
-0.5% -$48.4K 0.05% 163
2020
Q3 		$10M Sell
36,148
-3,439
-9% -$932K 0.05% 145
2020
Q2 		$9.92M Sell
39,587
-307
-0.8% -$70.3K 0.06% 149
2020
Q1 		$7.45M Sell
39,894
-174
-0.4% -$38.2K 0.05% 167
2019
Q4 		$8.75M Sell
40,068
-4,775
-11% -$1.08M 0.04% 177
2019
Q3 		$10.4M Buy
44,843
+2
+0% +$437 0.06% 161
2019
Q2 		$9.33M Sell
44,841
-468
-1% -$93.3K 0.05% 169
2019
Q1 		$8.7M Buy
45,309
+4,147
+10% +$761K 0.05% 174
2018
Q4 		$7.07M Buy
41,162
+11,835
+40% +$2.12M 0.04% 200
2018
Q3 		$6.08M Buy
29,327
+124
+0.4% +$25K 0.03% 242
2018
Q2 		$5.7M Sell
29,203
-89
-0.3% -$16.6K 0.03% 243
2018
Q1 		$5.22M Sell
29,292
-30
-0.1% -$5.63K 0.03% 248
2017
Q4 		$5.56M Sell
29,322
-589
-2% -$102K 0.03% 249
2017
Q3 		$4.89M Buy
29,911
+19
+0.1% +$2.91K 0.03% 249
2017
Q2 		$4.58M Sell
29,892
-688
-2% -$106K 0.03% 251
2017
Q1 		$4.49M Buy
30,580
+737
+2% +$105K 0.03% 257
2016
Q4 		$4M Buy
29,843
+275
+0.9% +$35.4K 0.02% 261
2016
Q3 		$3.8M Buy
29,568
+850
+3% +$113K 0.02% 267
2016
Q2 		$3.67M Sell
28,718
-765
-3% -$101K 0.02% 275
2016
Q1 		$3.93M Buy
29,483
+4,699
+19% +$586K 0.02% 262
2015
Q4 		$3.28M Buy
24,784
+523
+2% +$66.5K 0.02% 294
2015
Q3 		$2.8M Hold
24,261
– – 0.02% 304
2015
Q2 		$2.7M Buy
24,261
+251
+1% +$28.1K 0.02% 316
2015
Q1 		$2.73M Sell
24,010
-978
-4% -$108K 0.02% 314
2014
Q4 		$2.62M Sell
24,988
-307
-1% -$29.8K 0.01% 322
2014
Q3 		$2.32M Sell
25,295
-88
-0.3% -$7.55K 0.01% 330
2014
Q2 		$2.06M Buy
25,383
+787
+3% +$62.1K 0.01% 334
2014
Q1 		$1.95M Sell
24,596
-1,374
-5% -$109K 0.01% 340
2013
Q4 		$2.14M Sell
25,970
-705
-3% -$54.9K 0.01% 328
2013
Q3 		$2.02M Hold
26,675
– – 0.01% 330
2013
Q2 		$2.1M Buy
+26,675
New +$2M 0.01% 316

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

First Manhattan's HD Position: Q1 2026 in Review

First Manhattan increased its Home Depot (HD) stake by 3% in Q1 2026, buying an estimated $635K and bringing the position to 60,043 shares worth $19.7M. The position accounts for 0.05% of the portfolio, ranked #115.

First Manhattan first reported a position in HD in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.8M in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • First Manhattan held 60,043 shares of Home Depot worth $19.7M as of Q1 2026.
  • First Manhattan bought 1,742 Home Depot shares in Q1 2026, an estimated $635K.
  • Home Depot made up 0.05% of First Manhattan's portfolio in Q1 2026, its #115 holding.
  • First Manhattan first reported a position in Home Depot in Q2 2013 and has held it in 52 quarters since.
  • First Manhattan's Home Depot position peaked at $23.8M in Q3 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.