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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Home Depot HD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$884K Buy
2,505
+20
+0.8% +$6.51K 0.24% 65
2026
Q1 		$817K Buy
2,485
+192
+8% +$70K 0.24% 62
2025
Q4 		$789K Buy
2,293
+48
+2% +$17.6K 0.23% 62
2025
Q3 		$910K Buy
2,245
+34
+2% +$13.4K 0.29% 55
2025
Q2 		$811K Hold
2,211
– – 0.27% 58
2025
Q1 		$811K Buy
2,211
+260
+13% +$101K 0.3% 57
2024
Q4 		$759K Buy
1,951
+164
+9% +$67K 0.3% 55
2024
Q3 		$724K Buy
1,787
+92
+5% +$33.6K 0.37% 39
2024
Q2 		$584K Buy
1,695
+2
+0.1% +$682 0.34% 42
2024
Q1 		$650K Sell
1,693
-6
-0.4% -$2.19K 0.43% 40
2023
Q4 		$589K Sell
1,699
-66
-4% -$20.4K 0.37% 39
2023
Q3 		$534K Buy
1,765
+229
+15% +$73.6K 0.38% 38
2023
Q2 		$548K Sell
1,536
-225
-13% -$66.5K 0.41% 35
2023
Q1 		$520K Sell
1,761
-220
-11% -$67.5K 0.41% 33
2022
Q4 		$626K Buy
+1,981
New +$603K 0.54% 28

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s HD Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Home Depot (HD) stake by 0.8% in Q2 2026, buying an estimated $6.51K and bringing the position to 2,505 shares worth $884K. The position accounts for 0.24% of the portfolio, ranked #65.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $910K in Q3 2025. 2,764 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,505 shares of Home Depot worth $884K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 20 Home Depot shares in Q2 2026, an estimated $6.51K.
  • Home Depot made up 0.24% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #65 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Home Depot position peaked at $910K in Q3 2025.
  • 2,764 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.