HWM
HD icon

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
2023
Q1 		– Sell
-1,000
Closed -$316K – 727
2022
Q4 		$316K Hold
1,000
– – 0.01% 502
2022
Q3 		$276K Hold
1,000
– – 0.01% 459
2022
Q2 		$274K Buy
+1,000
New +$295K 0.01% 460
2022
Q1 		– Sell
-1,000
Closed -$416K – 604
2021
Q4 		$416K Buy
+1,000
New +$381K 0.01% 332

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

HB Wealth Management's HD Position: Q1 2026 in Review

HB Wealth Management reduced its Home Depot (HD) stake by 0.73% in Q1 2026, selling an estimated $1.82M and leaving 679,680 shares worth $224M. The position accounts for 1.45% of the portfolio, ranked #11.

HB Wealth Management first reported a position in HD in Q4 2021 and has held it in 18 quarters since. The position peaked at $278M in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • HB Wealth Management held 679,680 shares of Home Depot worth $224M as of Q1 2026.
  • HB Wealth Management sold 4,990 Home Depot shares in Q1 2026, an estimated $1.82M.
  • Home Depot made up 1.45% of HB Wealth Management's portfolio in Q1 2026, its #11 holding.
  • HB Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Home Depot position peaked at $278M in Q3 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.