Jacobson & Schmitt Advisors’s Home Depot HD Stock Holding History

Jacobson & Schmitt Advisors’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
2025 Q4	–	Sell	-896	Closed	-$363K	–	74
2025 Q3	$363K	Buy	+896	New	+$352K	0.06%	67
2024 Q4	–	Sell	-509	Closed	-$206K	–	79
2024 Q3	$206K	Buy	+509	New	+$186K	0.04%	73
2022 Q1	–	Sell	-588	Closed	-$244K	–	65
2021 Q4	$244K	Buy	+588	New	+$224K	0.06%	55
2018 Q3	–	Sell	-1,238	Closed	-$242K	–	43
2018 Q2	$242K	Sell	1,238 -135	-10%	-$25.2K	0.16%	44
2018 Q1	$245K	Hold	1,373	–	–	0.17%	41
2017 Q4	$260K	Hold	1,373	–	–	0.18%	40
2017 Q3	$225K	Hold	1,373	–	–	0.15%	44
2017 Q2	$211K	Hold	1,373	–	–	0.14%	45
2017 Q1	$202K	Buy	+1,373	New	+$195K	0.14%	47

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jacobson & Schmitt Advisors's HD Position: Q4 2025 in Review

Jacobson & Schmitt Advisors sold out of Home Depot (HD) in Q4 2025, closing a stake of 896 shares — an estimated $363K sold.

Jacobson & Schmitt Advisors first reported a position in HD in Q1 2017 and held it in 9 quarters. The position peaked at $363K in Q3 2025. 4,156 funds tracked by Wall St. Rank hold HD as of Q4 2025.

Jacobson & Schmitt Advisors reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
Jacobson & Schmitt Advisors sold 896 Home Depot shares in Q4 2025, an estimated $363K.
Jacobson & Schmitt Advisors first reported a position in Home Depot in Q1 2017 and held it in 9 quarters.
Jacobson & Schmitt Advisors's Home Depot position peaked at $363K in Q3 2025.
4,156 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Jacobson & Schmitt Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.