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Forvis Mazars Wealth Advisors’s Home Depot HD Stock Holding History

Forvis Mazars Wealth Advisors’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 		$2.72M Buy
8,255
+127
+2% +$46.3K 0.05% 126
2025
Q4 		$2.8M Buy
8,128
+323
+4% +$118K 0.05% 126
2025
Q3 		$3.16M Buy
7,805
+238
+3% +$93.6K 0.06% 117
2025
Q2 		$2.77M Sell
7,567
-263
-3% -$95.2K 0.06% 130
2025
Q1 		$2.87M Sell
7,830
-1,431
-15% -$558K 0.07% 125
2024
Q4 		$3.6M Sell
9,261
-85
-0.9% -$34.7K 0.08% 113
2024
Q3 		$3.79M Buy
9,346
+1,582
+20% +$577K 0.09% 115
2024
Q2 		$2.67M Buy
7,764
+95
+1% +$32.4K 0.07% 133
2024
Q1 		$2.94M Sell
7,669
-1,419
-16% -$518K 0.07% 127
2023
Q4 		$3.15M Buy
9,088
+61
+0.7% +$18.9K 0.09% 115
2023
Q3 		$2.73M Buy
9,027
+473
+6% +$152K 0.08% 125
2023
Q2 		$2.66M Buy
8,554
+325
+4% +$96K 0.08% 145
2023
Q1 		$2.43M Buy
8,229
+334
+4% +$102K 0.08% 132
2022
Q4 		$2.49M Buy
7,895
+229
+3% +$69.8K 0.09% 127
2022
Q3 		$2.12M Sell
7,666
-320
-4% -$94.5K 0.09% 133
2022
Q2 		$2.19M Buy
7,986
+1,623
+26% +$479K 0.09% 120
2022
Q1 		$1.91M Buy
6,363
+335
+6% +$116K 0.08% 111
2021
Q4 		$2.5M Buy
6,028
+87
+1% +$33.1K 0.11% 88
2021
Q3 		$1.95M Buy
5,941
+867
+17% +$285K 0.09% 97
2021
Q2 		$1.62M Sell
5,074
-356
-7% -$113K 0.08% 112
2021
Q1 		$1.66M Sell
5,430
-4,576
-46% -$1.26M 0.08% 105
2020
Q4 		$2.66M Buy
10,006
+1,091
+12% +$300K 0.13% 83
2020
Q3 		$2.48M Sell
8,915
-341
-4% -$92.4K 0.14% 72
2020
Q2 		$2.32M Buy
9,256
+443
+5% +$101K 0.15% 73
2020
Q1 		$1.65M Buy
8,813
+253
+3% +$55.5K 0.13% 80
2019
Q4 		$1.87M Buy
8,560
+145
+2% +$32.8K 0.13% 91
2019
Q3 		$1.95M Sell
8,415
-216
-3% -$47.2K 0.16% 85
2019
Q2 		$1.79M Sell
8,631
-384
-4% -$76.6K 0.15% 88
2019
Q1 		$1.73M Buy
9,015
+392
+5% +$71.9K 0.14% 85
2018
Q4 		$1.48M Buy
8,623
+85
+1% +$15.2K 0.15% 75
2018
Q3 		$1.77M Sell
8,538
-481
-5% -$96.8K 0.16% 78
2018
Q2 		$1.76M Buy
9,019
+2
+0% +$374 0.17% 79
2018
Q1 		$1.61M Buy
9,017
+691
+8% +$130K 0.16% 80
2017
Q4 		$1.58M Buy
8,326
+3,889
+88% +$671K 0.16% 76
2017
Q3 		$726K Buy
4,437
+71
+2% +$10.9K 0.08% 106
2017
Q2 		$670K Buy
4,366
+908
+26% +$139K 0.08% 113
2017
Q1 		$508K Sell
3,458
-210
-6% -$29.8K 0.06% 123
2016
Q4 		$492K Buy
3,668
+115
+3% +$14.8K 0.06% 121
2016
Q3 		$457K Buy
3,553
+34
+1% +$4.53K 0.06% 118
2016
Q2 		$449K Sell
3,519
-650
-16% -$86K 0.07% 112
2016
Q1 		$556K Buy
4,169
+604
+17% +$75.3K 0.09% 104
2015
Q4 		$471K Buy
3,565
+263
+8% +$33.5K 0.07% 113
2015
Q3 		$381K Buy
3,302
+175
+6% +$20.2K 0.07% 118
2015
Q2 		$348K Sell
3,127
-364
-10% -$40.8K 0.05% 127
2015
Q1 		$397K Buy
3,491
+691
+25% +$76.2K 0.06% 126
2014
Q4 		$294K Buy
2,800
+48
+2% +$4.66K 0.05% 127
2014
Q3 		$252K Hold
2,752
– – 0.04% 117
2014
Q2 		$223K Sell
2,752
-1,466
-35% -$116K 0.04% 133
2014
Q1 		$334K Buy
4,218
+67
+2% +$5.33K 0.06% 121
2013
Q4 		$342K Buy
4,151
+217
+6% +$16.9K 0.06% 119
2013
Q3 		$298K Sell
3,934
-206
-5% -$15.9K 0.06% 122
2013
Q2 		$321K Buy
+4,140
New +$311K 0.25% 75

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Forvis Mazars Wealth Advisors's HD Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Home Depot (HD) stake by 1.6% in Q1 2026, buying an estimated $46.3K and bringing the position to 8,255 shares worth $2.72M. The position accounts for 0.05% of the portfolio, ranked #126.

Forvis Mazars Wealth Advisors first reported a position in HD in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.79M in Q3 2024. 4,125 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 8,255 shares of Home Depot worth $2.72M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 127 Home Depot shares in Q1 2026, an estimated $46.3K.
  • Home Depot made up 0.05% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #126 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Home Depot in Q2 2013 and has held it in 52 quarters since.
  • Forvis Mazars Wealth Advisors's Home Depot position peaked at $3.79M in Q3 2024.
  • 4,125 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.