HWM
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HB Wealth Management’s Home Depot HD Stock Holding History

HB Wealth 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 		$240M Buy
680,281
+601
+0.1% +$196K 1.34% 12
2026
Q1 		$224M Sell
679,680
-4,990
-0.7% -$1.82M 1.45% 11
2025
Q4 		$236M Sell
684,670
-1,379
-0.2% -$505K 1.52% 12
2025
Q3 		$278M Buy
686,049
+42,999
+7% +$16.9M 1.88% 11
2025
Q2 		$236M Sell
643,050
-42,190
-6% -$15.3M 1.87% 11
2025
Q1 		$251M Buy
685,240
+14,831
+2% +$5.78M 2.1% 8
2024
Q4 		$261M Sell
670,409
-14,015
-2% -$5.73M 2.66% 8
2024
Q3 		$277M Buy
684,424
+1,796
+0.3% +$655K 2.97% 7
2024
Q2 		$235M Buy
682,628
+5,372
+0.8% +$1.83M 2.74% 8
2024
Q1 		$260M Buy
677,256
+1,084
+0.2% +$396K 3.27% 7
2023
Q4 		$234M Buy
676,172
+276,708
+69% +$85.7M 3.37% 7
2023
Q3 		$121M Buy
399,464
+3,380
+0.9% +$1.09M 1.95% 11
2023
Q2 		$123M Buy
396,084
+39,593
+11% +$11.7M 1.96% 12
2023
Q1 		$105M Sell
356,491
-2,114
-0.6% -$648K 1.83% 12
2022
Q4 		$113M Buy
358,605
+66,401
+23% +$20.2M 2.06% 11
2022
Q3 		$80.6M Sell
292,204
-3,956
-1% -$1.17M 1.71% 11
2022
Q2 		$81.2M Buy
296,160
+16,807
+6% +$4.96M 1.67% 11
2022
Q1 		$83.6M Buy
279,353
+108,389
+63% +$37.6M 1.55% 11
2021
Q4 		$71M Buy
+170,964
New +$65.1M 1.43% 12

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

HB Wealth Management's HD Position: Q2 2026 in Review

HB Wealth Management increased its Home Depot (HD) stake by 0.09% in Q2 2026, buying an estimated $196K and bringing the position to 680,281 shares worth $240M. The position accounts for 1.34% of the portfolio, ranked #12.

HB Wealth Management first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $278M in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • HB Wealth Management held 680,281 shares of Home Depot worth $240M as of Q2 2026.
  • HB Wealth Management bought 601 Home Depot shares in Q2 2026, an estimated $196K.
  • Home Depot made up 1.34% of HB Wealth Management's portfolio in Q2 2026, its #12 holding.
  • HB Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Home Depot position peaked at $278M in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.