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Jacobsen Capital Management’s Home Depot HD Stock Holding History

Jacobsen Capital 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 		$827K Sell
2,344
-122
-5% -$39.7K 0.24% 41
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

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

Jacobsen Capital Management's HD Position: Q2 2026 in Review

Jacobsen Capital Management reduced its Home Depot (HD) stake by 4.9% in Q2 2026, selling an estimated $39.7K and leaving 2,344 shares worth $827K. The position accounts for 0.24% of the portfolio, ranked #41.

Jacobsen Capital Management first reported a position in HD in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.1M in Q4 2021. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Jacobsen Capital Management held 2,344 shares of Home Depot worth $827K as of Q2 2026.
  • Jacobsen Capital Management sold 122 Home Depot shares in Q2 2026, an estimated $39.7K.
  • Home Depot made up 0.24% of Jacobsen Capital Management's portfolio in Q2 2026, its #41 holding.
  • Jacobsen Capital Management first reported a position in Home Depot in Q2 2019 and has held it in 28 quarters since.
  • Jacobsen Capital Management's Home Depot position peaked at $3.1M in Q4 2021.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.