Jeppson Wealth Management
HD icon

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
Q3 		$938K Sell
3,296
-37
-1% -$12.1K 0.27% 85
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% +$9.9K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Jeppson Wealth Management's HD Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Home Depot (HD) stake by 1.1% in Q3 2026, selling an estimated $12.1K and leaving 3,296 shares worth $938K. The position accounts for 0.27% of the portfolio, ranked #85.

Jeppson Wealth Management first reported a position in HD in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.27M in Q4 2021. 2,636 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Jeppson Wealth Management held 3,296 shares of Home Depot worth $938K as of Q3 2026.
  • Jeppson Wealth Management sold 37 Home Depot shares in Q3 2026, an estimated $12.1K.
  • Home Depot made up 0.27% of Jeppson Wealth Management's portfolio in Q3 2026, its #85 holding.
  • Jeppson Wealth Management first reported a position in Home Depot in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Home Depot position peaked at $1.27M in Q4 2021.
  • 2,636 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.