HWM
HD icon

Heirloom Wealth Management’s Home Depot HD Stock Holding History

Heirloom 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
Q1 		$267K Buy
+812
New +$296K 0.05% 81

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

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

Heirloom Wealth Management opened a new position in Home Depot (HD) in Q1 2026: 812 shares worth $267K. The stake represents 0.05% of the portfolio and ranks #81 among its holdings.

4,117 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Heirloom Wealth Management held 812 shares of Home Depot worth $267K as of Q1 2026.
  • Home Depot was a new Heirloom Wealth Management position in Q1 2026.
  • Home Depot made up 0.05% of Heirloom Wealth Management's portfolio in Q1 2026, its #81 holding.
  • 4,117 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.