Karpus Investment Management’s Home Depot HD Stock Holding History

Karpus 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 Q1	$460K	Hold	1,400	–	–	0.01%	213
2025 Q4	$482K	Hold	1,400	–	–	0.01%	197
2025 Q3	$567K	Hold	1,400	–	–	0.02%	190
2025 Q2	$513K	Hold	1,400	–	–	0.02%	186
2025 Q1	$513K	Hold	1,400	–	–	0.02%	184
2024 Q4	$545K	Hold	1,400	–	–	0.02%	192
2024 Q3	$567K	Hold	1,400	–	–	0.02%	199
2024 Q2	$482K	Hold	1,400	–	–	0.01%	209
2024 Q1	$537K	Hold	1,400	–	–	0.02%	216
2023 Q4	$485K	Hold	1,400	–	–	0.01%	221
2023 Q3	$423K	Hold	1,400	–	–	0.01%	240
2023 Q2	$435K	Sell	1,400 -400	-22%	-$118K	0.01%	276
2023 Q1	$531K	Hold	1,800	–	–	0.02%	302
2022 Q4	$569K	Hold	1,800	–	–	0.02%	330
2022 Q3	$497K	Hold	1,800	–	–	0.02%	397
2022 Q2	$494K	Hold	1,800	–	–	0.02%	406
2022 Q1	$539K	Hold	1,800	–	–	0.02%	337
2021 Q4	$747K	Hold	1,800	–	–	0.02%	282
2021 Q3	$591K	Hold	1,800	–	–	0.02%	239
2021 Q2	$574K	Sell	1,800 -1,066	-37%	-$339K	0.02%	231
2021 Q1	$874K	Buy	2,866 +1,066	+59%	+$294K	0.03%	213
2020 Q4	$478K	Hold	1,800	–	–	0.02%	199
2020 Q3	$500K	Hold	1,800	–	–	0.02%	181
2020 Q2	$451K	Hold	1,800	–	–	0.02%	175
2020 Q1	$336K	Hold	1,800	–	–	0.01%	189
2019 Q4	$393K	Sell	1,800 -1,066	-37%	-$241K	0.01%	162
2019 Q3	$665K	Hold	2,866	–	–	0.03%	152
2019 Q2	$596K	Hold	2,866	–	–	0.02%	155
2019 Q1	$569K	Buy	2,866 +1,066	+59%	+$196K	0.02%	167
2018 Q4	$309K	Hold	1,800	–	–	0.01%	187
2018 Q3	$373K	Sell	1,800 -816	-31%	-$164K	0.02%	162
2018 Q2	$516K	Sell	2,616 -25	-0.9%	-$4.67K	0.02%	143
2018 Q1	$471K	Hold	2,641	–	–	0.02%	138
2017 Q4	$501K	Buy	+2,641	New	+$456K	0.02%	122
2017 Q3	–	Sell	-2,741	Closed	-$420K	–	133
2017 Q2	$420K	Hold	2,741	–	–	0.02%	119
2017 Q1	$402K	Buy	+2,741	New	+$389K	0.02%	139
2016 Q4	–	Sell	-2,741	Closed	-$353K	–	153
2016 Q3	$353K	Buy	2,741 +941	+52%	+$125K	0.02%	138
2016 Q2	$230K	Sell	1,800 -380	-17%	-$50.2K	0.01%	157
2016 Q1	$291K	Hold	2,180	–	–	0.01%	167
2015 Q4	$288K	Buy	2,180 +380	+21%	+$48.3K	0.01%	187
2015 Q3	$208K	Sell	1,800 -380	-17%	-$44K	0.01%	193
2015 Q2	$242K	Hold	2,180	–	–	0.01%	186
2015 Q1	$248K	Buy	+2,180	New	+$240K	0.01%	180

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

Karpus Investment Management's HD Position: Q1 2026 in Review

Karpus Investment Management held its Home Depot (HD) position steady in Q1 2026 at 1,400 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #213.

Karpus Investment Management first reported a position in HD in Q1 2015 and has held it in 43 quarters since. The position peaked at $874K in Q1 2021. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Karpus Investment Management held 1,400 shares of Home Depot worth $460K as of Q1 2026.
Karpus Investment Management left its Home Depot share count unchanged in Q1 2026.
Home Depot made up 0.01% of Karpus Investment Management's portfolio in Q1 2026, its #213 holding.
Karpus Investment Management first reported a position in Home Depot in Q1 2015 and has held it in 43 quarters since.
Karpus Investment Management's Home Depot position peaked at $874K in Q1 2021.
4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

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