J.M. Forbes & Co’s Home Depot HD Stock Holding History

J.M. Forbes & Co’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	$9.04M	Buy	25,621 +54	+0.2%	+$17.6K	0.71%	46
2026 Q1	$8.41M	Buy	25,567 +339	+1%	+$124K	0.71%	43
2025 Q4	$8.68M	Buy	25,228 +138	+0.6%	+$50.5K	0.7%	41
2025 Q3	$10.2M	Buy	25,090 +1	+0%	+$393	0.84%	38
2025 Q2	$9.2M	Buy	25,089 +6	+0%	+$2.17K	0.84%	39
2025 Q1	$9.19M	Buy	25,083 +750	+3%	+$292K	0.89%	39
2024 Q4	$9.47M	Buy	24,333 +2	+0%	+$817	0.91%	37
2024 Q3	$9.86M	Buy	24,331 +74	+0.3%	+$27K	0.96%	39
2024 Q2	$8.35M	Sell	24,257 -13	-0.1%	-$4.43K	0.86%	40
2024 Q1	$9.31M	Buy	24,270 +23	+0.1%	+$8.4K	1.01%	37
2023 Q4	$8.4M	Buy	24,247 +75	+0.3%	+$23.2K	0.98%	39
2023 Q3	$7.3M	Buy	24,172 +896	+4%	+$288K	0.95%	38
2023 Q2	$7.23M	Sell	23,276 -4,935	-17%	-$1.46M	0.9%	42
2023 Q1	$8.33M	Sell	28,211 -95	-0.3%	-$29.1K	1.14%	38
2022 Q4	$8.94M	Sell	28,306 -127	-0.4%	-$38.7K	1.29%	36
2022 Q3	$7.85M	Buy	28,433 +177	+0.6%	+$52.2K	1.23%	35
2022 Q2	$7.75M	Sell	28,256 -118	-0.4%	-$34.8K	1.14%	35
2022 Q1	$8.49M	Sell	28,374 -18,849	-40%	-$6.54M	1.07%	39
2021 Q4	$19.6M	Buy	47,223 +181	+0.4%	+$68.9K	2.25%	15
2021 Q3	$15.4M	Buy	47,042 +686	+1%	+$225K	1.95%	19
2021 Q2	$14.8M	Buy	46,356 +698	+2%	+$222K	1.86%	20
2021 Q1	$13.9M	Buy	45,658 +42,485	+1,339%	+$11.7M	1.94%	21
2020 Q4	$843K	Sell	3,173 -750	-19%	-$206K	0.12%	54
2020 Q3	$1.09M	Sell	3,923 -53	-1%	-$14.4K	0.17%	46
2020 Q2	$996K	Hold	3,976	–	–	0.18%	44
2020 Q1	$742K	Sell	3,976 -23	-0.6%	-$5.05K	0.17%	44
2019 Q4	$873K	Hold	3,999	–	–	0.14%	60
2019 Q3	$928K	Hold	3,999	–	–	0.18%	54
2019 Q2	$831K	Hold	3,999	–	–	0.16%	54
2019 Q1	$767K	Sell	3,999 -35	-0.9%	-$6.42K	0.16%	55
2018 Q4	$693K	Hold	4,034	–	–	0.16%	57
2018 Q3	$836K	Sell	4,034 -135	-3%	-$27.2K	0.18%	58
2018 Q2	$813K	Sell	4,169 -45	-1%	-$8.41K	0.18%	58
2018 Q1	$751K	Sell	4,214 -35	-0.8%	-$6.57K	0.17%	60
2017 Q4	$805K	Sell	4,249 -761	-15%	-$131K	0.19%	61
2017 Q3	$819K	Hold	5,010	–	–	0.2%	56
2017 Q2	$768K	Hold	5,010	–	–	0.2%	56
2017 Q1	$736K	Hold	5,010	–	–	0.19%	57
2016 Q4	$671K	Sell	5,010 -100	-2%	-$12.9K	0.18%	55
2016 Q3	$658K	Buy	5,110 +250	+5%	+$33.3K	0.18%	55
2016 Q2	$620K	Buy	4,860 +150	+3%	+$19.8K	0.17%	56
2016 Q1	$628K	Buy	4,710 +915	+24%	+$114K	0.18%	54
2015 Q4	$501K	Hold	3,795	–	–	0.13%	58
2015 Q3	$438K	Hold	3,795	–	–	0.12%	59
2015 Q2	$422K	Hold	3,795	–	–	0.11%	63
2015 Q1	$431K	Hold	3,795	–	–	0.11%	65
2014 Q4	$419K	Hold	3,795	–	–	0.11%	66
2014 Q3	$348K	Buy	3,795 +1,000	+36%	+$85.8K	0.09%	70
2014 Q2	$226K	Sell	2,795 -205	-7%	-$16.2K	0.06%	88
2014 Q1	$237K	Hold	3,000	–	–	0.06%	84
2013 Q4	$247K	Sell	3,000 -23	-0.8%	-$1.79K	0.06%	86
2013 Q3	$229K	Buy	3,023 +23	+0.8%	+$1.77K	0.06%	83
2013 Q2	$232K	Buy	+3,000	New	+$225K	0.07%	75

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

J.M. Forbes & Co's HD Position: Q2 2026 in Review

J.M. Forbes & Co increased its Home Depot (HD) stake by 0.21% in Q2 2026, buying an estimated $17.6K and bringing the position to 25,621 shares worth $9.04M. The position accounts for 0.71% of the portfolio, ranked #46.

J.M. Forbes & Co first reported a position in HD in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.6M in Q4 2021. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

J.M. Forbes & Co held 25,621 shares of Home Depot worth $9.04M as of Q2 2026.
J.M. Forbes & Co bought 54 Home Depot shares in Q2 2026, an estimated $17.6K.
Home Depot made up 0.71% of J.M. Forbes & Co's portfolio in Q2 2026, its #46 holding.
J.M. Forbes & Co first reported a position in Home Depot in Q2 2013 and has held it in 53 quarters since.
J.M. Forbes & Co's Home Depot position peaked at $19.6M in Q4 2021.
4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.