Institute for Wealth Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.66M | Buy |
4,719
+8
| +0.2% | +$2.6K | 0.15% | 136 |
|
|
2026
Q1 | $1.55M | Sell |
4,711
-102
| -2% | -$37.2K | 0.17% | 138 |
|
|
2025
Q4 | $1.66M | Sell |
4,813
-261
| -5% | -$95.6K | 0.18% | 123 |
|
|
2025
Q3 | $2.06M | Sell |
5,074
-79
| -2% | -$31.1K | 0.21% | 99 |
|
|
2025
Q2 | $1.89M | Sell |
5,153
-213
| -4% | -$77.1K | 0.21% | 105 |
|
|
2025
Q1 | $1.97M | Sell |
5,366
-137
| -2% | -$53.4K | 0.25% | 91 |
|
|
2024
Q4 | $2.14M | Sell |
5,503
-162
| -3% | -$66.2K | 0.27% | 78 |
|
|
2024
Q3 | $2.3M | Sell |
5,665
-255
| -4% | -$93K | 0.29% | 77 |
|
|
2024
Q2 | $2.04M | Buy |
5,920
+399
| +7% | +$136K | 0.27% | 79 |
|
|
2024
Q1 | $2.12M | Sell |
5,521
-152
| -3% | -$55.5K | 0.27% | 76 |
|
|
2023
Q4 | $1.97M | Sell |
5,673
-141
| -2% | -$43.7K | 0.32% | 75 |
|
|
2023
Q3 | $1.76M | Sell |
5,814
-77
| -1% | -$24.8K | 0.32% | 78 |
|
|
2023
Q2 | $1.83M | Buy |
5,891
+1
| +0% | +$295 | 0.31% | 81 |
|
|
2023
Q1 | $1.74M | Sell |
5,890
-83
| -1% | -$25.4K | 0.33% | 73 |
|
|
2022
Q4 | $1.89M | Sell |
5,973
-290
| -5% | -$88.3K | 0.4% | 64 |
|
|
2022
Q3 | $1.73M | Sell |
6,263
-49
| -0.8% | -$14.5K | 0.39% | 60 |
|
|
2022
Q2 | $1.73M | Sell |
6,312
-43
| -0.7% | -$12.7K | 0.34% | 73 |
|
|
2022
Q1 | $1.9M | Buy |
6,355
+19
| +0.3% | +$6.59K | 0.31% | 80 |
|
|
2021
Q4 | $2.63M | Buy |
6,336
+4
| +0.1% | +$1.52K | 0.43% | 53 |
|
|
2021
Q3 | $2.08M | Buy |
6,332
+421
| +7% | +$138K | 0.36% | 65 |
|
|
2021
Q2 | $1.89M | Buy |
5,911
+170
| +3% | +$54.1K | 0.33% | 73 |
|
|
2021
Q1 | $1.75M | Buy |
5,741
+147
| +3% | +$40.5K | 0.33% | 76 |
|
|
2020
Q4 | $1.49M | Buy |
5,594
+174
| +3% | +$47.8K | 0.3% | 86 |
|
|
2020
Q3 | $1.5M | Sell |
5,420
-195
| -3% | -$52.8K | 0.34% | 74 |
|
|
2020
Q2 | $1.41M | Buy |
5,615
+145
| +3% | +$33.2K | 0.34% | 76 |
|
|
2020
Q1 | $1.02M | Sell |
5,470
-1,154
| -17% | -$253K | 0.31% | 86 |
|
|
2019
Q4 | $1.45M | Buy |
6,624
+2
| +0% | +$453 | 0.33% | 73 |
|
|
2019
Q3 | $1.54M | Sell |
6,622
-766
| -10% | -$167K | 0.39% | 58 |
|
|
2019
Q2 | $1.54M | Buy |
7,388
+206
| +3% | +$41.1K | 0.34% | 69 |
|
|
2019
Q1 | $1.38M | Buy |
+7,182
| New | +$1.32M | 0.3% | 83 |
|
|
2018
Q1 | – | Sell |
-7,111
| Closed | -$1.34M | – | 313 |
|
|
2017
Q4 | $1.34M | Buy |
+7,111
| New | +$1.23M | 0.31% | 99 |
|
|
2017
Q3 | – | Sell |
-7,392
| Closed | -$1.13M | – | 305 |
|
|
2017
Q2 | $1.13M | Buy |
+7,392
| New | +$1.13M | 0.31% | 95 |
|
|
2013
Q3 | – | Sell |
-1,500
| Closed | -$116K | – | 83 |
|
|
2013
Q2 | $116K | Buy |
+1,500
| New | +$113K | 0.09% | 40 |
|
Other funds holding HD
Institute for Wealth Management's HD Position: Q2 2026 in Review
Institute for Wealth Management increased its Home Depot (HD) stake by 0.17% in Q2 2026, buying an estimated $2.6K and bringing the position to 4,719 shares worth $1.66M. The position accounts for 0.15% of the portfolio, ranked #136.
Institute for Wealth Management first reported a position in HD in Q2 2013 and has held it in 33 quarters since. The position peaked at $2.63M in Q4 2021. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.
- Institute for Wealth Management held 4,719 shares of Home Depot worth $1.66M as of Q2 2026.
- Institute for Wealth Management bought 8 Home Depot shares in Q2 2026, an estimated $2.6K.
- Home Depot made up 0.15% of Institute for Wealth Management's portfolio in Q2 2026, its #136 holding.
- Institute for Wealth Management first reported a position in Home Depot in Q2 2013 and has held it in 33 quarters since.
- Institute for Wealth Management's Home Depot position peaked at $2.63M in Q4 2021.
- 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.