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Jamison Private Wealth Management’s Home Depot HD Stock Holding History

Jamison Private 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 		$13.3M Buy
37,792
+1,479
+4% +$481K 1.35% 21
2026
Q1 		$11.9M Buy
36,313
+444
+1% +$162K 1.45% 20
2025
Q4 		$12.3M Buy
35,869
+662
+2% +$242K 1.5% 20
2025
Q3 		$14.3M Buy
35,207
+854
+2% +$336K 1.81% 13
2025
Q2 		$12.6M Sell
34,353
-42
-0.1% -$15.2K 1.81% 14
2025
Q1 		$12.6M Buy
34,395
+37
+0.1% +$14.4K 1.92% 12
2024
Q4 		$13.4M Buy
34,358
+473
+1% +$193K 1.97% 10
2024
Q3 		$13.7M Buy
33,885
+836
+3% +$305K 2.09% 9
2024
Q2 		$11.4M Buy
33,049
+148
+0.4% +$50.5K 1.89% 9
2024
Q1 		$12.6M Buy
32,901
+628
+2% +$229K 2.13% 8
2023
Q4 		$11.2M Sell
32,273
-128
-0.4% -$39.6K 2.09% 8
2023
Q3 		$9.79M Buy
+32,401
New +$10.4M 2.02% 8

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

Jamison Private Wealth Management's HD Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Home Depot (HD) stake by 4.1% in Q2 2026, buying an estimated $481K and bringing the position to 37,792 shares worth $13.3M. The position accounts for 1.35% of the portfolio, ranked #21.

Jamison Private Wealth Management first reported a position in HD in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.3M in Q3 2025. 4,094 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Jamison Private Wealth Management held 37,792 shares of Home Depot worth $13.3M as of Q2 2026.
  • Jamison Private Wealth Management bought 1,479 Home Depot shares in Q2 2026, an estimated $481K.
  • Home Depot made up 1.35% of Jamison Private Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Jamison Private Wealth Management first reported a position in Home Depot in Q3 2023 and has held it in 12 quarters since.
  • Jamison Private Wealth Management's Home Depot position peaked at $14.3M in Q3 2025.
  • 4,094 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.