JRPIM
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Journey Retirement Planning & Investment Management’s Home Depot HD Stock Holding History

Journey Retirement Planning & Investment 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
Q3 		$548K Sell
1,925
-166
-8% -$54.5K 0.39% 77
2026
Q2 		$737K Sell
2,091
-109
-5% -$35.5K 0.57% 44
2026
Q1 		$724K Sell
2,200
-6,640
-75% -$2.42M 0.64% 44
2025
Q4 		$3.04M Buy
+8,840
New +$3.24M 0.62% 38

Other funds holding HD

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Journey Retirement Planning & Investment Management's HD Position: Q3 2026 in Review

Journey Retirement Planning & Investment Management reduced its Home Depot (HD) stake by 7.9% in Q3 2026, selling an estimated $54.5K and leaving 1,925 shares worth $548K. The position accounts for 0.39% of the portfolio, ranked #77.

Journey Retirement Planning & Investment Management first reported a position in HD in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.04M in Q4 2025. 196 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Journey Retirement Planning & Investment Management held 1,925 shares of Home Depot worth $548K as of Q3 2026.
  • Journey Retirement Planning & Investment Management sold 166 Home Depot shares in Q3 2026, an estimated $54.5K.
  • Home Depot made up 0.39% of Journey Retirement Planning & Investment Management's portfolio in Q3 2026, its #77 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Home Depot in Q4 2025 and has held it in 4 quarters since.
  • Journey Retirement Planning & Investment Management's Home Depot position peaked at $3.04M in Q4 2025.
  • 196 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.