Johnson & White Wealth Management’s Home Depot HD Stock Holding History

Johnson & White 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 Q2	$1.76M	Buy	4,990 +155	+3%	+$50.4K	0.66%	37
2026 Q1	$1.59M	Sell	4,835 -29	-0.6%	-$10.6K	0.67%	36
2025 Q4	$1.67M	Buy	4,864 +224	+5%	+$82K	0.73%	33
2025 Q3	$1.88M	Buy	4,640 +31	+0.7%	+$12.2K	0.86%	29
2025 Q2	$1.69M	Sell	4,609 -9	-0.2%	-$3.26K	0.85%	30
2025 Q1	$1.69M	Buy	4,618 +2	+0%	+$779	0.95%	29
2024 Q4	$1.79M	Buy	+4,616	New	+$1.89M	1.08%	24
2024 Q2	–	Sell	-4,200	Closed	-$1.61M	–	62
2024 Q1	$1.61M	Buy	4,200 +247	+6%	+$90.2K	1.17%	24
2023 Q4	$1.37M	Buy	3,953 +73	+2%	+$22.6K	1.14%	25
2023 Q3	$1.17M	Buy	+3,880	New	+$1.25M	1.06%	26
2023 Q2	–	Sell	-3,865	Closed	-$1.14M	–	49
2023 Q1	$1.14M	Buy	+3,865	New	+$1.18M	1.02%	27
2022 Q4	–	Sell	-3,662	Closed	-$1.01M	–	94
2022 Q3	$1.01M	Buy	+3,662	New	+$1.08M	1.14%	22

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

Johnson & White Wealth Management's HD Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Home Depot (HD) stake by 3.2% in Q2 2026, buying an estimated $50.4K and bringing the position to 4,990 shares worth $1.76M. The position accounts for 0.66% of the portfolio, ranked #37.

Johnson & White Wealth Management first reported a position in HD in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.88M in Q3 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Johnson & White Wealth Management held 4,990 shares of Home Depot worth $1.76M as of Q2 2026.
Johnson & White Wealth Management bought 155 Home Depot shares in Q2 2026, an estimated $50.4K.
Home Depot made up 0.66% of Johnson & White Wealth Management's portfolio in Q2 2026, its #37 holding.
Johnson & White Wealth Management first reported a position in Home Depot in Q3 2022 and has held it in 12 quarters since.
Johnson & White Wealth Management's Home Depot position peaked at $1.88M in Q3 2025.
4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.