IWM
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Iams Wealth Management’s Home Depot HD Stock Holding History

Iams 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
Q3 		– Sell
-10,544
Closed -$3.25M – 176
2023
Q2 		$3.25M Buy
+10,544
New +$3.11M 1.18% 21

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

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

Iams Wealth Management increased its Home Depot (HD) stake by 15% in Q2 2026, buying an estimated $276K and bringing the position to 6,431 shares worth $2.27M. The position accounts for 0.68% of the portfolio, ranked #43.

Iams Wealth Management first reported a position in HD in Q4 2022 and has held it in 14 quarters since. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Iams Wealth Management held 6,431 shares of Home Depot worth $2.27M as of Q2 2026.
  • Iams Wealth Management bought 848 Home Depot shares in Q2 2026, an estimated $276K.
  • Home Depot made up 0.68% of Iams Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Iams Wealth Management first reported a position in Home Depot in Q4 2022 and has held it in 14 quarters since.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.