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 Q2	–	Sell	-812	Closed	-$267K	–	68
2026 Q1	$267K	Buy	+812	New	+$296K	0.05%	81

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Heirloom Wealth Management sold out of Home Depot (HD) in Q2 2026, closing a stake of 812 shares — an estimated $267K sold.

Heirloom Wealth Management first reported a position in HD in Q1 2026 and held it in 1 quarter. The position peaked at $267K in Q1 2026. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Heirloom Wealth Management reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
Heirloom Wealth Management sold 812 Home Depot shares in Q2 2026, an estimated $267K.
Heirloom Wealth Management first reported a position in Home Depot in Q1 2026 and held it in 1 quarter.
Heirloom Wealth Management's Home Depot position peaked at $267K in Q1 2026.
4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.