JWM
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Jeppson Wealth Management’s Home Depot HD Stock Holding History

Jeppson 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 		$971K Sell
2,952
-70
-2% -$25.5K 0.3% 76
2025
Q4 		$1.04M Buy
3,022
+10
+0.3% +$3.66K 0.33% 69
2025
Q3 		$1.22M Sell
3,012
-60
-2% -$23.6K 0.39% 63
2025
Q2 		$1.13M Sell
3,072
-5
-0.2% -$1.81K 0.39% 67
2025
Q1 		$1.13M Sell
3,077
-5
-0.2% -$1.95K 0.41% 65
2024
Q4 		$1.2M Hold
3,082
– – 0.43% 61
2024
Q3 		$1.25M Hold
3,082
– – 0.45% 61
2024
Q2 		$1.06M Sell
3,082
-10
-0.3% -$3.41K 0.4% 66
2024
Q1 		$1.19M Buy
3,092
+27
+0.9% +$9.86K 0.46% 62
2023
Q4 		$1.06M Hold
3,065
– – 0.44% 65
2023
Q3 		$926K Buy
3,065
+46
+2% +$14.8K 0.42% 63
2023
Q2 		$938K Hold
3,019
– – 0.41% 64
2023
Q1 		$891K Hold
3,019
– – 0.39% 65
2022
Q4 		$954K Sell
3,019
-25
-0.8% -$7.62K 0.4% 58
2022
Q3 		$840K Hold
3,044
– – 0.38% 64
2022
Q2 		$835K Sell
3,044
-30
-1% -$8.86K 0.36% 64
2022
Q1 		$920K Buy
3,074
+24
+0.8% +$8.32K 0.43% 60
2021
Q4 		$1.27M Sell
3,050
-50
-2% -$19K 0.61% 39
2021
Q3 		$1.02M Sell
3,100
-25
-0.8% -$8.21K 0.53% 52
2021
Q2 		$996K Sell
3,125
-250
-7% -$79.5K 0.54% 50
2021
Q1 		$1.03M Sell
3,375
-295
-8% -$81.3K 0.61% 44
2020
Q4 		$975K Sell
3,670
-7
-0.2% -$1.92K 0.65% 39
2020
Q3 		$1.02M Buy
+3,677
New +$996K 0.8% 29

Other funds holding HD

BlackRock
BlackRock New York $5.72T 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

Jeppson Wealth Management's HD Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Home Depot (HD) stake by 2.3% in Q1 2026, selling an estimated $25.5K and leaving 2,952 shares worth $971K. The position accounts for 0.3% of the portfolio, ranked #76.

Jeppson Wealth Management first reported a position in HD in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.27M in Q4 2021. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Jeppson Wealth Management held 2,952 shares of Home Depot worth $971K as of Q1 2026.
  • Jeppson Wealth Management sold 70 Home Depot shares in Q1 2026, an estimated $25.5K.
  • Home Depot made up 0.3% of Jeppson Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Jeppson Wealth Management first reported a position in Home Depot in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Home Depot position peaked at $1.27M in Q4 2021.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.