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FSM Wealth Advisors’s Home Depot HD Stock Holding History

FSM 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
Q2 		$1.64M Buy
4,654
+171
+4% +$55.6K 0.17% 76
2026
Q1 		$1.47M Sell
4,483
-578
-11% -$211K 0.19% 67
2025
Q4 		$1.74M Sell
5,061
-665
-12% -$244K 0.24% 59
2025
Q3 		$2.32M Buy
5,726
+591
+12% +$232K 0.33% 50
2025
Q2 		$1.89M Buy
5,135
+899
+21% +$325K 0.31% 55
2025
Q1 		$1.55M Sell
4,236
-30
-0.7% -$11.7K 0.35% 44
2024
Q4 		$1.75M Buy
4,266
+166
+4% +$67.8K 0.43% 41
2024
Q3 		$1.66M Buy
4,100
+24
+0.6% +$8.75K 0.44% 37
2024
Q2 		$1.4M Buy
4,076
+30
+0.7% +$10.2K 0.47% 40
2024
Q1 		$1.55M Sell
4,046
-268
-6% -$97.9K 0.55% 36
2023
Q4 		$1.5M Buy
4,314
+315
+8% +$97.6K 0.64% 35
2023
Q3 		$1.21M Sell
3,999
-749
-16% -$241K 0.61% 39
2023
Q2 		$1.49M Sell
4,748
-39
-0.8% -$11.5K 0.75% 33
2023
Q1 		$1.41M Buy
4,787
+85
+2% +$26.1K 0.82% 33
2022
Q4 		$1.49M Sell
4,702
-107
-2% -$32.6K 1.06% 27
2022
Q3 		$1.33M Buy
4,809
+823
+21% +$243K 1.1% 27
2022
Q2 		$1.24M Buy
+3,986
New +$1.18M 1.23% 29

Other funds holding HD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FSM Wealth Advisors's HD Position: Q2 2026 in Review

FSM Wealth Advisors increased its Home Depot (HD) stake by 3.8% in Q2 2026, buying an estimated $55.6K and bringing the position to 4,654 shares worth $1.64M. The position accounts for 0.17% of the portfolio, ranked #76.

FSM Wealth Advisors first reported a position in HD in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.32M in Q3 2025. 2,209 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • FSM Wealth Advisors held 4,654 shares of Home Depot worth $1.64M as of Q2 2026.
  • FSM Wealth Advisors bought 171 Home Depot shares in Q2 2026, an estimated $55.6K.
  • Home Depot made up 0.17% of FSM Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • FSM Wealth Advisors first reported a position in Home Depot in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's Home Depot position peaked at $2.32M in Q3 2025.
  • 2,209 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.