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

Jessup 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 		– Sell
-191
Closed -$65.7K – 195
2025
Q4 		$65.7K Buy
+191
New +$70K 0.02% 135
2023
Q1 		– Sell
-1,700
Closed -$537K – 71
2022
Q4 		$537K Buy
+1,700
New +$518K 0.34% 42

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

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

Jessup Wealth Management sold out of Home Depot (HD) in Q1 2026, closing a stake of 191 shares — an estimated $65.7K sold.

Jessup Wealth Management first reported a position in HD in Q4 2022 and held it in 2 quarters. The position peaked at $537K in Q4 2022. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Jessup Wealth Management reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 191 Home Depot shares in Q1 2026, an estimated $65.7K.
  • Jessup Wealth Management first reported a position in Home Depot in Q4 2022 and held it in 2 quarters.
  • Jessup Wealth Management's Home Depot position peaked at $537K in Q4 2022.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.