JFS Wealth Advisors’s Home Depot HD Stock Holding History

JFS Wealth Advisors’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	$2.22M	Sell	6,289 -132	-2%	-$42.9K	0.11%	109
2026 Q1	$2.11M	Sell	6,421 -264	-4%	-$96.2K	0.12%	107
2025 Q4	$2.3M	Sell	6,685 -74	-1%	-$27.1K	0.13%	100
2025 Q3	$2.74M	Buy	6,759 +619	+10%	+$243K	0.16%	85
2025 Q2	$2.25M	Buy	6,140 +40	+0.7%	+$14.5K	0.14%	94
2025 Q1	$2.24M	Sell	6,100 -125	-2%	-$48.7K	0.15%	86
2024 Q4	$2.42M	Sell	6,225 -49	-0.8%	-$20K	0.17%	78
2024 Q3	$2.54M	Buy	6,274 +714	+13%	+$260K	0.17%	84
2024 Q2	$1.91M	Sell	5,560 -20	-0.4%	-$6.82K	0.15%	79
2024 Q1	$2.14M	Buy	5,580 +1	+0%	+$365	0.17%	77
2023 Q4	$1.93M	Buy	5,579 +464	+9%	+$144K	0.16%	80
2023 Q3	$1.55M	Buy	5,115 +112	+2%	+$36K	0.15%	91
2023 Q2	$1.55M	Sell	5,003 -101	-2%	-$29.8K	0.14%	93
2023 Q1	$1.51M	Sell	5,104 -85	-2%	-$26.1K	0.14%	92
2022 Q4	$1.64M	Sell	5,189 -93	-2%	-$28.3K	0.16%	92
2022 Q3	$1.46M	Sell	5,282 -53	-1%	-$15.6K	0.16%	91
2022 Q2	$1.46M	Buy	5,335 +265	+5%	+$78.2K	0.15%	87
2022 Q1	$1.52M	Buy	5,070 +23	+0.5%	+$7.98K	0.14%	94
2021 Q4	$2.1M	Buy	5,047 +21	+0.4%	+$8K	0.2%	82
2021 Q3	$1.65M	Buy	5,026 +907	+22%	+$298K	0.17%	89
2021 Q2	$1.31M	Buy	4,119 +315	+8%	+$100K	0.2%	77
2021 Q1	$1.16M	Sell	3,804 -210	-5%	-$57.9K	0.24%	71
2020 Q4	$1.07M	Hold	4,014	–	–	0.22%	74
2020 Q3	$1.11M	Hold	4,014	–	–	0.27%	70
2020 Q2	$1.01M	Hold	4,014	–	–	0.26%	70
2020 Q1	$749K	Buy	4,014 +100	+3%	+$22K	0.22%	76
2019 Q4	$855K	Sell	3,914 -101	-3%	-$22.9K	0.21%	76
2019 Q3	$932K	Hold	4,015	–	–	0.24%	75
2019 Q2	$835K	Hold	4,015	–	–	0.21%	78
2019 Q1	$770K	Sell	4,015 -75	-2%	-$13.8K	0.2%	78
2018 Q4	$703K	Sell	4,090 -271	-6%	-$48.6K	0.19%	78
2018 Q3	$903K	Buy	4,361 +20	+0.5%	+$4.03K	0.23%	67
2018 Q2	$847K	Sell	4,341 -4	-0.1%	-$747	0.22%	67
2018 Q1	$775K	Sell	4,345 -195	-4%	-$36.6K	0.2%	71
2017 Q4	$860K	Buy	4,540 +139	+3%	+$24K	0.21%	69
2017 Q3	$720K	Hold	4,401	–	–	0.19%	72
2017 Q2	$675K	Sell	4,401 -243	-5%	-$37.3K	0.19%	69
2017 Q1	$623K	Hold	4,644	–	–	0.17%	83
2016 Q4	$623K	Buy	4,644 +134	+3%	+$17.3K	0.17%	83
2016 Q3	$580K	Buy	4,510 +265	+6%	+$35.3K	0.17%	81
2016 Q2	$542K	Sell	4,245 -553	-12%	-$73.1K	0.15%	87
2016 Q1	$640K	Buy	4,798 +13	+0.3%	+$1.62K	0.19%	76
2015 Q4	$633K	Buy	4,785 +545	+13%	+$69.3K	0.18%	78
2015 Q3	$490K	Buy	4,240 +135	+3%	+$15.6K	0.22%	64
2015 Q2	$456K	Sell	4,105 -1	-0%	-$112	0.23%	57
2015 Q1	$466K	Sell	4,106 -151	-4%	-$16.7K	0.22%	57
2014 Q4	$447K	Buy	4,257 +92	+2%	+$8.94K	0.07%	58
2014 Q3	$382K	Sell	4,165 -15	-0.4%	-$1.29K	0.07%	52
2014 Q2	$338K	Buy	4,180 +144	+4%	+$11.4K	0.06%	55
2014 Q1	$319K	Buy	4,036 +633	+19%	+$50.4K	0.18%	79
2013 Q4	$280K	Sell	3,403 -108	-3%	-$8.41K	0.12%	95
2013 Q3	$266K	Buy	3,511 +73	+2%	+$5.63K	0.12%	96
2013 Q2	$266K	Buy	+3,438	New	+$258K	0.13%	92

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFS Wealth Advisors's HD Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Home Depot (HD) stake by 2.1% in Q2 2026, selling an estimated $42.9K and leaving 6,289 shares worth $2.22M. The position accounts for 0.11% of the portfolio, ranked #109.

JFS Wealth Advisors first reported a position in HD in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.74M in Q3 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

JFS Wealth Advisors held 6,289 shares of Home Depot worth $2.22M as of Q2 2026.
JFS Wealth Advisors sold 132 Home Depot shares in Q2 2026, an estimated $42.9K.
Home Depot made up 0.11% of JFS Wealth Advisors's portfolio in Q2 2026, its #109 holding.
JFS Wealth Advisors first reported a position in Home Depot in Q2 2013 and has held it in 53 quarters since.
JFS Wealth Advisors's Home Depot position peaked at $2.74M in Q3 2025.
4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.