Kapstone Financial Advisors’s Home Depot HD Stock Holding History

Kapstone Financial Advisors’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	$604K	Buy	1,836 +102	+6%	+$37.2K	0.3%	61
2025 Q4	$597K	Hold	1,734	–	–	0.3%	53
2025 Q3	$703K	Hold	1,734	–	–	0.33%	44
2025 Q2	$636K	Sell	1,734 -5	-0.3%	-$1.81K	0.32%	47
2025 Q1	$637K	Sell	1,739 -2	-0.1%	-$779	0.36%	43
2024 Q4	$720K	Hold	1,741	–	–	0.38%	41
2024 Q3	$696K	Hold	1,741	–	–	0.42%	43
2024 Q2	$599K	Hold	1,741	–	–	0.39%	49
2024 Q1	$668K	Sell	1,741 -25	-1%	-$9.13K	0.45%	41
2023 Q4	$620K	Sell	1,766 -16	-0.9%	-$4.96K	0.49%	39
2023 Q3	$538K	Hold	1,782	–	–	0.49%	43
2023 Q2	$592K	Sell	1,782 -24	-1%	-$7.09K	0.49%	45
2023 Q1	$528K	Hold	1,806	–	–	0.48%	47
2022 Q4	$614K	Buy	+1,806	New	+$550K	0.56%	39

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kapstone Financial Advisors's HD Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Home Depot (HD) stake by 5.9% in Q1 2026, buying an estimated $37.2K and bringing the position to 1,836 shares worth $604K. The position accounts for 0.3% of the portfolio, ranked #61.

Kapstone Financial Advisors first reported a position in HD in Q4 2022 and has held it in 14 quarters since. The position peaked at $720K in Q4 2024. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Kapstone Financial Advisors held 1,836 shares of Home Depot worth $604K as of Q1 2026.
Kapstone Financial Advisors bought 102 Home Depot shares in Q1 2026, an estimated $37.2K.
Home Depot made up 0.3% of Kapstone Financial Advisors's portfolio in Q1 2026, its #61 holding.
Kapstone Financial Advisors first reported a position in Home Depot in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Home Depot position peaked at $720K in Q4 2024.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.