JMG Financial Group’s Home Depot HD Stock Holding History

JMG Financial Group’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	$300K	Hold	850	–	–	0.01%	113
2026 Q1	$280K	Hold	850	–	–	0.01%	109
2025 Q4	$292K	Hold	850	–	–	0.01%	108
2025 Q3	$344K	Hold	850	–	–	0.01%	103
2025 Q2	$312K	Hold	850	–	–	0.01%	104
2025 Q1	$312K	Hold	850	–	–	0.01%	103
2024 Q4	$331K	Hold	850	–	–	0.01%	99
2024 Q3	$344K	Hold	850	–	–	0.01%	99
2024 Q2	$293K	Hold	850	–	–	0.01%	105
2024 Q1	$326K	Sell	850 -48	-5%	-$17.5K	0.01%	101
2023 Q4	$311K	Hold	898	–	–	0.01%	102
2023 Q3	$271K	Buy	898 +5	+0.6%	+$1.61K	0.01%	98
2023 Q2	$277K	Sell	893 -84	-9%	-$24.8K	0.01%	98
2023 Q1	$288K	Sell	977 -4	-0.4%	-$1.23K	0.01%	96
2022 Q4	$310K	Buy	981 +36	+4%	+$11K	0.02%	87
2022 Q3	$261K	Sell	945 -100	-10%	-$29.5K	0.02%	85
2022 Q2	$287K	Buy	1,045 +143	+16%	+$42.2K	0.02%	82
2022 Q1	$270K	Buy	902 +52	+6%	+$18K	0.01%	76
2021 Q4	$353K	Hold	850	–	–	0.02%	69
2021 Q3	$279K	Hold	850	–	–	0.02%	75
2021 Q2	$271K	Sell	850 -22	-3%	-$7K	0.02%	76
2021 Q1	$266K	Hold	872	–	–	0.02%	74
2020 Q4	$232K	Buy	872 +22	+3%	+$6.05K	0.02%	72
2020 Q3	$236K	Hold	850	–	–	0.02%	65
2020 Q2	$213K	Sell	850 -295	-26%	-$67.5K	0.02%	70
2020 Q1	$214K	Buy	+1,145	New	+$251K	0.02%	64

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

JMG Financial Group's HD Position: Q2 2026 in Review

JMG Financial Group held its Home Depot (HD) position steady in Q2 2026 at 850 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #113.

JMG Financial Group first reported a position in HD in Q1 2020 and has held it in 26 quarters since. The position peaked at $353K in Q4 2021. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

JMG Financial Group held 850 shares of Home Depot worth $300K as of Q2 2026.
JMG Financial Group left its Home Depot share count unchanged in Q2 2026.
Home Depot made up 0.01% of JMG Financial Group's portfolio in Q2 2026, its #113 holding.
JMG Financial Group first reported a position in Home Depot in Q1 2020 and has held it in 26 quarters since.
JMG Financial Group's Home Depot position peaked at $353K in Q4 2021.
4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.