JAA
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Joel Adams & Associates’s Home Depot HD Stock Holding History

Joel Adams & Associates’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 		$234K Hold
712
– – 0.17% 62
2025
Q4 		$245K Hold
712
– – 0.18% 61
2025
Q3 		$288K Hold
712
– – 0.23% 56
2025
Q2 		$261K Sell
712
-24
-3% -$8.69K 0.23% 50
2025
Q1 		$270K Hold
736
– – 0.24% 52
2024
Q4 		$286K Buy
+736
New +$301K 0.26% 47

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

Joel Adams & Associates's HD Position: Q1 2026 in Review

Joel Adams & Associates held its Home Depot (HD) position steady in Q1 2026 at 712 shares worth $234K. The position accounts for 0.17% of the portfolio, ranked #62.

Joel Adams & Associates first reported a position in HD in Q4 2024 and has held it in 6 quarters since. The position peaked at $288K in Q3 2025. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Joel Adams & Associates held 712 shares of Home Depot worth $234K as of Q1 2026.
  • Joel Adams & Associates left its Home Depot share count unchanged in Q1 2026.
  • Home Depot made up 0.17% of Joel Adams & Associates's portfolio in Q1 2026, its #62 holding.
  • Joel Adams & Associates first reported a position in Home Depot in Q4 2024 and has held it in 6 quarters since.
  • Joel Adams & Associates's Home Depot position peaked at $288K in Q3 2025.
  • 4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.