JWM
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Jupiter Wealth Management’s Home Depot HD Stock Holding History

Jupiter 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
Q1 		$3.9M Sell
12,882
-78
-0.6% -$28.4K 1.54% 18
2025
Q4 		$5.06M Buy
12,960
+388
+3% +$142K 2.25% 14
2025
Q3 		$5.09M Hold
12,572
– – 2.41% 12
2025
Q2 		$5.12M Sell
12,572
-238
-2% -$86.1K 2.59% 12
2025
Q1 		$4.86M Sell
12,810
-1,813
-12% -$707K 2.94% 9
2024
Q4 		$5.69M Hold
14,623
– – 2.85% 11
2024
Q3 		$5.93M Hold
14,623
– – 3.03% 7
2024
Q2 		$5.38M Sell
14,623
-562
-4% -$192K 2.85% 7
2024
Q1 		$5.15M Sell
15,185
-1,080
-7% -$395K 2.72% 10
2023
Q4 		$5.64M Buy
16,265
+290
+2% +$89.8K 3.32% 7
2023
Q3 		$4.66M Buy
15,975
+1,103
+7% +$355K 3.02% 8
2023
Q2 		$4.62M Buy
14,872
+370
+3% +$109K 3.97% 5
2023
Q1 		$4.28M Sell
14,502
-4,743
-25% -$1.45M 3.94% 5
2022
Q4 		$6.08M Hold
19,245
– – 5.88% 4
2022
Q3 		$5.31M Hold
19,245
– – 5.33% 4
2022
Q2 		$5.28M Hold
19,245
– – 4.81% 6
2022
Q1 		$5.76M Sell
19,245
-5,657
-23% -$1.96M 3.6% 6
2021
Q4 		$10.3M Sell
24,902
-770
-3% -$293K 5.36% 5
2021
Q3 		$9.46M Hold
25,672
– – 4.46% 4
2021
Q2 		$8.47M Sell
25,672
-1,130
-4% -$359K 4.05% 6
2021
Q1 		$8.72M Buy
26,802
+1,620
+6% +$447K 4.4% 4
2020
Q4 		$6.69M Hold
25,182
– – 4.1% 8
2020
Q3 		$6.99M Sell
25,182
-10,858
-30% -$2.94M 4.93% 4
2020
Q2 		$9.38M Sell
36,040
-171
-0.5% -$39.1K 4.69% 3
2020
Q1 		$7.92M Sell
36,211
-2,055
-5% -$451K 4.61% 5
2019
Q4 		$8.53M Sell
38,266
-82
-0.2% -$18.6K 4.12% 6
2019
Q3 		$8.9M Sell
38,348
-272
-0.7% -$59.5K 4.75% 4
2019
Q2 		$8.33M Sell
38,620
-2,272
-6% -$453K 4.13% 6
2019
Q1 		$8.41M Buy
+40,892
New +$7.5M 4.05% 6

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

Jupiter Wealth Management's HD Position: Q1 2026 in Review

Jupiter Wealth Management reduced its Home Depot (HD) stake by 0.6% in Q1 2026, selling an estimated $28.4K and leaving 12,882 shares worth $3.9M. The position accounts for 1.54% of the portfolio, ranked #18.

Jupiter Wealth Management first reported a position in HD in Q1 2019 and has held it in 29 quarters since. The position peaked at $10.3M in Q4 2021. 4,117 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Jupiter Wealth Management held 12,882 shares of Home Depot worth $3.9M as of Q1 2026.
  • Jupiter Wealth Management sold 78 Home Depot shares in Q1 2026, an estimated $28.4K.
  • Home Depot made up 1.54% of Jupiter Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Jupiter Wealth Management first reported a position in Home Depot in Q1 2019 and has held it in 29 quarters since.
  • Jupiter Wealth Management's Home Depot position peaked at $10.3M in Q4 2021.
  • 4,117 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.