JWM
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Jacksonville Wealth Management’s Home Depot HD Stock Holding History

Jacksonville Wealth Management’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 		$2.16M Sell
6,124
-34
-0.6% -$11.1K 1.22% 20
2026
Q1 		$2.03M Sell
6,158
-12
-0.2% -$4.37K 1.37% 18
2025
Q4 		$2.12M Sell
6,170
-173
-3% -$63.4K 1.5% 19
2025
Q3 		$2.57M Sell
6,343
-63
-1% -$24.8K 1.89% 15
2025
Q2 		$2.35M Buy
6,406
+580
+10% +$210K 1.89% 15
2025
Q1 		$2.14M Buy
5,826
+741
+15% +$289K 2.1% 13
2024
Q4 		$1.98M Buy
+5,085
New +$2.08M 1.85% 17

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

Jacksonville Wealth Management's HD Position: Q2 2026 in Review

Jacksonville Wealth Management reduced its Home Depot (HD) stake by 0.55% in Q2 2026, selling an estimated $11.1K and leaving 6,124 shares worth $2.16M. The position accounts for 1.22% of the portfolio, ranked #20.

Jacksonville Wealth Management first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.57M in Q3 2025. 4,111 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Jacksonville Wealth Management held 6,124 shares of Home Depot worth $2.16M as of Q2 2026.
  • Jacksonville Wealth Management sold 34 Home Depot shares in Q2 2026, an estimated $11.1K.
  • Home Depot made up 1.22% of Jacksonville Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Jacksonville Wealth Management first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Jacksonville Wealth Management's Home Depot position peaked at $2.57M in Q3 2025.
  • 4,111 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.