Klingman & Associates’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.04M Sell
6,202
-316
-5% -$115K 0.1% 87
2025
Q4
$2.24M Sell
6,518
-72
-1% -$26.4K 0.11% 81
2025
Q3
$2.67M Sell
6,590
-191
-3% -$75.1K 0.13% 65
2025
Q2
$2.49M Sell
6,781
-308
-4% -$111K 0.14% 66
2025
Q1
$2.6M Sell
7,089
-660
-9% -$257K 0.16% 62
2024
Q4
$3.01M Sell
7,749
-503
-6% -$205K 0.19% 53
2024
Q3
$3.34M Buy
8,252
+2,308
+39% +$842K 0.21% 54
2024
Q2
$2.05M Buy
5,944
+222
+4% +$75.7K 0.14% 67
2024
Q1
$2.19M Buy
5,722
+26
+0.5% +$9.5K 0.15% 63
2023
Q4
$1.97M Sell
5,696
-5
-0.1% -$1.55K 0.14% 63
2023
Q3
$1.72M Sell
5,701
-57
-1% -$18.3K 0.14% 65
2023
Q2
$1.79M Buy
5,758
+48
+0.8% +$14.2K 0.14% 63
2023
Q1
$1.69M Buy
5,710
+31
+0.5% +$9.5K 0.15% 62
2022
Q4
$1.79M Sell
5,679
-1,651
-23% -$503K 0.16% 58
2022
Q3
$2.02M Buy
7,330
+17
+0.2% +$5.02K 0.2% 51
2022
Q2
$2.01M Sell
7,313
-1,833
-20% -$541K 0.2% 51
2022
Q1
$2.74M Buy
9,146
+4,506
+97% +$1.56M 0.23% 44
2021
Q4
$1.93M Buy
4,640
+29
+0.6% +$11K 0.17% 50
2021
Q3
$1.51M Sell
4,611
-68
-1% -$22.3K 0.14% 58
2021
Q2
$1.49M Sell
4,679
-176
-4% -$56K 0.14% 55
2021
Q1
$1.48M Buy
4,855
+498
+11% +$137K 0.15% 52
2020
Q4
$1.16M Buy
4,357
+118
+3% +$32.4K 0.13% 54
2020
Q3
$1.18M Buy
4,239
+532
+14% +$144K 0.16% 50
2020
Q2
$929K Sell
3,707
-116
-3% -$26.6K 0.14% 54
2020
Q1
$714K Sell
3,823
-905
-19% -$199K 0.15% 60
2019
Q4
$1.03M Buy
4,728
+675
+17% +$153K 0.17% 53
2019
Q3
$940K Hold
4,053
0.17% 52
2019
Q2
$843K Buy
4,053
+41
+1% +$8.18K 0.16% 54
2019
Q1
$770K Buy
4,012
+346
+9% +$63.5K 0.15% 57
2018
Q4
$630K Sell
3,666
-35
-0.9% -$6.28K 0.14% 55
2018
Q3
$767K Buy
3,701
+415
+13% +$83.5K 0.16% 54
2018
Q2
$641K Sell
3,286
-76
-2% -$14.2K 0.14% 57
2018
Q1
$599K Buy
3,362
+58
+2% +$10.9K 0.13% 59
2017
Q4
$626K Buy
+3,304
New +$570K 0.14% 61
2017
Q1
Sell
-1,789
Closed -$240K 97
2016
Q4
$240K Sell
1,789
-578
-24% -$74.5K 0.07% 82
2016
Q3
$305K Hold
2,367
0.09% 76
2016
Q2
$302K Hold
2,367
0.1% 74
2016
Q1
$316K Hold
2,367
0.11% 74
2015
Q4
$313K Hold
2,367
0.12% 81
2015
Q3
$273K Hold
2,367
0.11% 87
2015
Q2
$263K Hold
2,367
0.1% 75
2015
Q1
$269K Hold
2,367
0.11% 74
2014
Q4
$248K Buy
+2,367
New +$230K 0.1% 76

Other funds holding HD

Klingman & Associates's HD Position: Q1 2026 in Review

Klingman & Associates reduced its Home Depot (HD) stake by 4.8% in Q1 2026, selling an estimated $115K and leaving 6,202 shares worth $2.04M. The position accounts for 0.1% of the portfolio, ranked #87.

Klingman & Associates first reported a position in HD in Q4 2014 and has held it in 43 quarters since. The position peaked at $3.34M in Q3 2024. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Klingman & Associates held 6,202 shares of Home Depot worth $2.04M as of Q1 2026.
  • Klingman & Associates sold 316 Home Depot shares in Q1 2026, an estimated $115K.
  • Home Depot made up 0.1% of Klingman & Associates's portfolio in Q1 2026, its #87 holding.
  • Klingman & Associates first reported a position in Home Depot in Q4 2014 and has held it in 43 quarters since.
  • Klingman & Associates's Home Depot position peaked at $3.34M in Q3 2024.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.