Jacobsen Capital Management’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$811K Sell
2,466
-140
-5% -$51K 0.27% 33
2025
Q4
$897K Sell
2,606
-97
-4% -$35.5K 0.29% 32
2025
Q3
$1.1M Sell
2,703
-3
-0.1% -$1.18K 0.37% 25
2025
Q2
$992K Buy
2,706
+357
+15% +$129K 0.37% 26
2025
Q1
$861K Buy
2,349
+22
+0.9% +$8.57K 0.37% 26
2024
Q4
$905K Sell
2,327
-3
-0.1% -$1.23K 0.39% 26
2024
Q3
$944K Sell
2,330
-92
-4% -$33.6K 0.4% 25
2024
Q2
$834K Sell
2,422
-62
-2% -$21.1K 0.37% 27
2024
Q1
$953K Buy
2,484
+46
+2% +$16.8K 0.44% 22
2023
Q4
$845K Sell
2,438
-65
-3% -$20.1K 0.43% 23
2023
Q3
$756K Sell
2,503
-304
-11% -$97.8K 0.41% 28
2023
Q2
$872K Sell
2,807
-773
-22% -$228K 0.45% 23
2023
Q1
$1.06M Sell
3,580
-3,198
-47% -$980K 0.57% 19
2022
Q4
$2.14M Sell
6,778
-732
-10% -$223K 1.14% 16
2022
Q3
$2.07M Sell
7,510
-81
-1% -$23.9K 1.19% 14
2022
Q2
$2.08M Sell
7,591
-520
-6% -$154K 1.11% 16
2022
Q1
$2.43M Buy
8,111
+654
+9% +$227K 1.11% 19
2021
Q4
$3.1M Sell
7,457
-245
-3% -$93.3K 1.46% 12
2021
Q3
$2.53M Buy
7,702
+204
+3% +$67K 1.28% 12
2021
Q2
$2.39M Buy
7,498
+131
+2% +$41.7K 1.22% 12
2021
Q1
$2.25M Buy
7,367
+214
+3% +$59K 1.24% 14
2020
Q4
$1.9M Hold
7,153
1.13% 18
2020
Q3
$1.99M Sell
7,153
-255
-3% -$69.1K 1.39% 12
2020
Q2
$1.85M Buy
+7,408
New +$1.7M 1.42% 14
2019
Q4
$1.54M Sell
7,049
-50
-0.7% -$11.3K 1.54% 13
2019
Q3
$1.65M Sell
7,099
-19
-0.3% -$4.15K 1.58% 13
2019
Q2
$1.48M Buy
+7,118
New +$1.42M 1.47% 14

Other funds holding HD

Jacobsen Capital Management's HD Position: Q1 2026 in Review

Jacobsen Capital Management reduced its Home Depot (HD) stake by 5.4% in Q1 2026, selling an estimated $51K and leaving 2,466 shares worth $811K. The position accounts for 0.27% of the portfolio, ranked #33.

Jacobsen Capital Management first reported a position in HD in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.1M in Q4 2021. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Jacobsen Capital Management held 2,466 shares of Home Depot worth $811K as of Q1 2026.
  • Jacobsen Capital Management sold 140 Home Depot shares in Q1 2026, an estimated $51K.
  • Home Depot made up 0.27% of Jacobsen Capital Management's portfolio in Q1 2026, its #33 holding.
  • Jacobsen Capital Management first reported a position in Home Depot in Q2 2019 and has held it in 27 quarters since.
  • Jacobsen Capital Management's Home Depot position peaked at $3.1M in Q4 2021.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.