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
Q2 		$251K Hold
712
– – 0.16% 61
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Joel Adams & Associates's HD Position: Q2 2026 in Review

Joel Adams & Associates held its Home Depot (HD) position steady in Q2 2026 at 712 shares worth $251K. The position accounts for 0.16% of the portfolio, ranked #61.

Joel Adams & Associates first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $288K in Q3 2025. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Joel Adams & Associates held 712 shares of Home Depot worth $251K as of Q2 2026.
  • Joel Adams & Associates left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.16% of Joel Adams & Associates's portfolio in Q2 2026, its #61 holding.
  • Joel Adams & Associates first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Joel Adams & Associates's Home Depot position peaked at $288K in Q3 2025.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.