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Investmark Advisory Group’s Home Depot HD Stock Holding History

Investmark Advisory Group’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 		$4.25M Buy
12,037
+105
+0.9% +$34.2K 1.61% 15
2026
Q1 		$3.92M Sell
11,932
-134
-1% -$48.8K 1.68% 15
2025
Q4 		$4.15M Sell
12,066
-41
-0.3% -$15K 1.77% 15
2025
Q3 		$4.91M Sell
12,107
-67
-0.6% -$26.3K 2.13% 9
2025
Q2 		$4.46M Sell
12,174
-450
-4% -$163K 2.09% 11
2025
Q1 		$4.63M Sell
12,624
-227
-2% -$88.5K 2.29% 10
2024
Q4 		$5M Sell
12,851
-243
-2% -$99.3K 2.45% 8
2024
Q3 		$5.31M Buy
13,094
+153
+1% +$55.8K 2.58% 7
2024
Q2 		$4.46M Buy
12,941
+22
+0.2% +$7.5K 2.38% 8
2024
Q1 		$4.96M Sell
12,919
-392
-3% -$143K 2.72% 7
2023
Q4 		$4.61M Buy
13,311
+54
+0.4% +$16.7K 2.71% 6
2023
Q3 		$4.01M Buy
13,257
+78
+0.6% +$25.1K 2.71% 8
2023
Q2 		$4.09M Buy
13,179
+163
+1% +$48.2K 2.73% 7
2023
Q1 		$3.84M Buy
13,016
+290
+2% +$88.9K 2.82% 9
2022
Q4 		$4.02M Buy
12,726
+804
+7% +$245K 2.98% 7
2022
Q3 		$3.29M Buy
11,922
+408
+4% +$120K 2.95% 6
2022
Q2 		$3.16M Buy
11,514
+356
+3% +$105K 3.12% 12
2022
Q1 		$3.34M Buy
11,158
+304
+3% +$105K 3.44% 9
2021
Q4 		$4.5M Buy
+10,854
New +$4.13M 4.21% 5

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

Investmark Advisory Group's HD Position: Q2 2026 in Review

Investmark Advisory Group increased its Home Depot (HD) stake by 0.88% in Q2 2026, buying an estimated $34.2K and bringing the position to 12,037 shares worth $4.25M. The position accounts for 1.61% of the portfolio, ranked #15.

Investmark Advisory Group first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.31M in Q3 2024. 4,111 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Investmark Advisory Group held 12,037 shares of Home Depot worth $4.25M as of Q2 2026.
  • Investmark Advisory Group bought 105 Home Depot shares in Q2 2026, an estimated $34.2K.
  • Home Depot made up 1.61% of Investmark Advisory Group's portfolio in Q2 2026, its #15 holding.
  • Investmark Advisory Group first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Investmark Advisory Group's Home Depot position peaked at $5.31M in Q3 2024.
  • 4,111 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.