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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Investmark Advisory Group's HD Position: Q1 2026 in Review

Investmark Advisory Group reduced its Home Depot (HD) stake by 1.1% in Q1 2026, selling an estimated $48.8K and leaving 11,932 shares worth $3.92M. The position accounts for 1.68% of the portfolio, ranked #15.

Investmark Advisory Group first reported a position in HD in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.31M in Q3 2024. 4,118 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Investmark Advisory Group held 11,932 shares of Home Depot worth $3.92M as of Q1 2026.
  • Investmark Advisory Group sold 134 Home Depot shares in Q1 2026, an estimated $48.8K.
  • Home Depot made up 1.68% of Investmark Advisory Group's portfolio in Q1 2026, its #15 holding.
  • Investmark Advisory Group first reported a position in Home Depot in Q4 2021 and has held it in 18 quarters since.
  • Investmark Advisory Group's Home Depot position peaked at $5.31M in Q3 2024.
  • 4,118 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.