JPWM
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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
Q1 		$11.9M Buy
36,313
+444
+1% +$162K 1.5% 20
2025
Q4 		$12.3M Buy
35,869
+662
+2% +$242K 1.54% 20
2025
Q3 		$14.3M Buy
35,207
+854
+2% +$336K 1.85% 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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return