JBR Co Financial Management’s Home Depot HD Stock Holding History

JBR Co Financial 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	$207K	Buy	+587	New	+$191K	0.08%	131
2025 Q4	–	Sell	-685	Closed	-$277K	–	126
2025 Q3	$277K	Buy	685 +50	+8%	+$19.7K	0.12%	100
2025 Q2	$233K	Sell	635 -50	-7%	-$18.1K	0.11%	105
2025 Q1	$251K	Hold	685	–	–	0.15%	100
2024 Q4	$266K	Buy	685 +50	+8%	+$20.4K	0.16%	90
2024 Q3	$257K	Hold	635	–	–	0.17%	95
2024 Q2	$219K	Hold	635	–	–	0.15%	92
2024 Q1	$243K	Hold	635	–	–	0.19%	84
2023 Q4	$220K	Buy	+635	New	+$197K	0.21%	80

Other funds holding HD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

JBR Co Financial Management's HD Position: Q2 2026 in Review

JBR Co Financial Management opened a new position in Home Depot (HD) in Q2 2026: 587 shares worth $207K. The stake represents 0.08% of the portfolio and ranks #131 among its holdings. This is a return to the name: JBR Co Financial Management previously reported a position in HD as recently as Q3 2025.

JBR Co Financial Management first reported a position in HD in Q4 2023 and has held it in 9 quarters since. The position peaked at $277K in Q3 2025. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

JBR Co Financial Management held 587 shares of Home Depot worth $207K as of Q2 2026.
Home Depot was a new JBR Co Financial Management position in Q2 2026.
Home Depot made up 0.08% of JBR Co Financial Management's portfolio in Q2 2026, its #131 holding.
JBR Co Financial Management first reported a position in Home Depot in Q4 2023 and has held it in 9 quarters since.
JBR Co Financial Management's Home Depot position peaked at $277K in Q3 2025.
1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.