Investment Advisory Group’s Home Depot HD Stock Holding History

Investment 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	$240K	Buy	729 +26	+4%	+$9.47K	0.06%	169
2025 Q4	$242K	Sell	703 -259	-27%	-$94.9K	0.06%	169
2025 Q3	$390K	Hold	962	–	–	0.11%	121
2025 Q2	$353K	Buy	962 +238	+33%	+$86.1K	0.11%	123
2025 Q1	$265K	Buy	724 +29	+4%	+$11.3K	0.09%	138
2024 Q4	$270K	Buy	695 +5	+0.7%	+$2.04K	0.09%	134
2024 Q3	$279K	Buy	690 +30	+5%	+$10.9K	0.1%	136
2024 Q2	$227K	Sell	660 -2	-0.3%	-$682	0.09%	145
2024 Q1	$254K	Buy	662 +9	+1%	+$3.29K	0.1%	132
2023 Q4	$226K	Sell	653 -19	-3%	-$5.88K	0.1%	134
2023 Q3	$203K	Buy	672 +24	+4%	+$7.72K	0.11%	139
2023 Q2	$201K	Sell	648 -100	-13%	-$29.5K	0.1%	141
2023 Q1	$221K	Hold	748	–	–	0.13%	124
2022 Q4	$236K	Buy	+748	New	+$228K	0.14%	121
2022 Q1	–	Sell	-625	Closed	-$222K	–	132
2021 Q4	$222K	Buy	+625	New	+$238K	0.14%	112

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Investment Advisory Group increased its Home Depot (HD) stake by 3.7% in Q1 2026, buying an estimated $9.47K and bringing the position to 729 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #169.

Investment Advisory Group first reported a position in HD in Q4 2021 and has held it in 15 quarters since. The position peaked at $390K in Q3 2025. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Investment Advisory Group held 729 shares of Home Depot worth $240K as of Q1 2026.
Investment Advisory Group bought 26 Home Depot shares in Q1 2026, an estimated $9.47K.
Home Depot made up 0.06% of Investment Advisory Group's portfolio in Q1 2026, its #169 holding.
Investment Advisory Group first reported a position in Home Depot in Q4 2021 and has held it in 15 quarters since.
Investment Advisory Group's Home Depot position peaked at $390K in Q3 2025.
4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.