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HHM Wealth Advisors’s Home Depot HD Stock Holding History

HHM 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 		$2.37M Buy
6,710
+42
+0.6% +$13.7K 0.24% 39
2026
Q1 		$2.19M Buy
6,668
+307
+5% +$112K 0.25% 34
2025
Q4 		$2.19M Sell
6,361
-290
-4% -$106K 0.26% 37
2025
Q3 		$2.7M Sell
6,651
-916
-12% -$360K 0.31% 29
2025
Q2 		$2.77M Sell
7,567
-102
-1% -$36.9K 0.33% 23
2025
Q1 		$2.81M Buy
7,669
+494
+7% +$193K 0.38% 22
2024
Q4 		$2.79M Buy
7,175
+514
+8% +$210K 0.38% 22
2024
Q3 		$2.7M Buy
6,661
+92
+1% +$33.6K 0.38% 22
2024
Q2 		$2.26M Buy
6,569
+356
+6% +$121K 0.34% 26
2024
Q1 		$2.38M Buy
6,213
+409
+7% +$149K 0.39% 25
2023
Q4 		$2.01M Buy
5,804
+74
+1% +$22.9K 0.35% 26
2023
Q3 		$1.73M Sell
5,730
-166
-3% -$53.4K 0.34% 26
2023
Q2 		$1.83M Buy
5,896
+786
+15% +$232K 0.34% 26
2023
Q1 		$1.51M Buy
5,110
+56
+1% +$17.2K 0.31% 28
2022
Q4 		$1.6M Sell
5,054
-84
-2% -$25.6K 0.36% 28
2022
Q3 		$1.42M Sell
5,138
-163
-3% -$48.1K 0.37% 26
2022
Q2 		$1.45M Sell
5,301
-373
-7% -$110K 0.37% 26
2022
Q1 		$1.7M Buy
5,674
+1,663
+41% +$577K 0.4% 26
2021
Q4 		$1.66M Buy
4,011
+726
+22% +$276K 0.4% 25
2021
Q3 		$1.08M Hold
3,285
– – 0.29% 31
2021
Q2 		$1.05M Sell
3,285
-288
-8% -$91.6K 0.29% 32
2021
Q1 		$1.09M Buy
3,573
+41
+1% +$11.3K 0.34% 26
2020
Q4 		$938K Sell
3,532
-46
-1% -$12.6K 0.32% 26
2020
Q3 		$994K Buy
3,578
+454
+15% +$123K 0.4% 23
2020
Q2 		$783K Buy
3,124
+327
+12% +$74.9K 0.33% 28
2020
Q1 		$522K Buy
2,797
+377
+16% +$82.8K 0.25% 34
2019
Q4 		$528K Sell
2,420
-167
-6% -$37.8K 0.25% 37
2019
Q3 		$600K Buy
2,587
+293
+13% +$64K 0.34% 30
2019
Q2 		$477K Buy
2,294
+300
+15% +$59.8K 0.28% 34
2019
Q1 		$383K Sell
1,994
-145
-7% -$26.6K 0.25% 39
2018
Q4 		$368K Buy
+2,139
New +$384K 0.27% 36

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

HHM Wealth Advisors increased its Home Depot (HD) stake by 0.63% in Q2 2026, buying an estimated $13.7K and bringing the position to 6,710 shares worth $2.37M. The position accounts for 0.24% of the portfolio, ranked #39.

HHM Wealth Advisors first reported a position in HD in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.81M in Q1 2025. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • HHM Wealth Advisors held 6,710 shares of Home Depot worth $2.37M as of Q2 2026.
  • HHM Wealth Advisors bought 42 Home Depot shares in Q2 2026, an estimated $13.7K.
  • Home Depot made up 0.24% of HHM Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • HHM Wealth Advisors first reported a position in Home Depot in Q4 2018 and has held it in 31 quarters since.
  • HHM Wealth Advisors's Home Depot position peaked at $2.81M in Q1 2025.
  • 1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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