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
Q2 		$1.18M Buy
3,333
+381
+13% +$124K 0.35% 66
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 $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

Jeppson Wealth Management's HD Position: Q2 2026 in Review

Jeppson Wealth Management increased its Home Depot (HD) stake by 13% in Q2 2026, buying an estimated $124K and bringing the position to 3,333 shares worth $1.18M. The position accounts for 0.35% of the portfolio, ranked #66.

Jeppson Wealth Management first reported a position in HD in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.27M in Q4 2021. 4,112 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Jeppson Wealth Management held 3,333 shares of Home Depot worth $1.18M as of Q2 2026.
  • Jeppson Wealth Management bought 381 Home Depot shares in Q2 2026, an estimated $124K.
  • Home Depot made up 0.35% of Jeppson Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Jeppson Wealth Management first reported a position in Home Depot in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Home Depot position peaked at $1.27M in Q4 2021.
  • 4,112 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.