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Forum Financial Management’s Home Depot HD Stock Holding History

Forum Financial Management’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 		$4.42M Buy
12,530
+74
+0.6% +$24.1K 0.06% 55
2026
Q1 		$4.1M Sell
12,456
-4,369
-26% -$1.59M 0.06% 57
2025
Q4 		$5.79M Buy
16,825
+734
+5% +$269K 0.08% 56
2025
Q3 		$6.52M Buy
16,091
+677
+4% +$266K 0.09% 50
2025
Q2 		$5.65M Sell
15,414
-71
-0.5% -$25.7K 0.09% 49
2025
Q1 		$5.67M Buy
15,485
+121
+0.8% +$47.2K 0.09% 46
2024
Q4 		$5.98M Buy
15,364
+682
+5% +$279K 0.1% 49
2024
Q3 		$5.95M Buy
14,682
+481
+3% +$175K 0.1% 44
2024
Q2 		$4.89M Sell
14,201
-991
-7% -$338K 0.09% 45
2024
Q1 		$5.83M Sell
15,192
-151
-1% -$55.2K 0.1% 48
2023
Q4 		$5.32M Sell
15,343
-212
-1% -$65.7K 0.1% 45
2023
Q3 		$4.7M Sell
15,555
-381
-2% -$123K 0.1% 45
2023
Q2 		$4.95M Buy
15,936
+1,067
+7% +$315K 0.11% 40
2023
Q1 		$4.39M Sell
14,869
-177
-1% -$54.3K 0.13% 41
2022
Q4 		$4.75M Buy
15,046
+7,369
+96% +$2.24M 0.16% 36
2022
Q3 		$2.12M Sell
7,677
-125
-2% -$36.9K 0.1% 58
2022
Q2 		$2.14M Sell
7,802
-102
-1% -$30.1K 0.11% 56
2022
Q1 		$2.37M Buy
7,904
+904
+13% +$314K 0.11% 51
2021
Q4 		$2.9M Buy
+7,000
New +$2.66M 0.15% 43

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

Forum Financial Management's HD Position: Q2 2026 in Review

Forum Financial Management increased its Home Depot (HD) stake by 0.59% in Q2 2026, buying an estimated $24.1K and bringing the position to 12,530 shares worth $4.42M. The position accounts for 0.06% of the portfolio, ranked #55.

Forum Financial Management first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.52M in Q3 2025. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Forum Financial Management held 12,530 shares of Home Depot worth $4.42M as of Q2 2026.
  • Forum Financial Management bought 74 Home Depot shares in Q2 2026, an estimated $24.1K.
  • Home Depot made up 0.06% of Forum Financial Management's portfolio in Q2 2026, its #55 holding.
  • Forum Financial Management first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Home Depot position peaked at $6.52M in Q3 2025.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.