MHS
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M Holdings Securities’s Home Depot HD Stock Holding History

M Holdings Securities’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
2023
Q3 		– Sell
-4,524
Closed -$1.41M – 237
2023
Q2 		$1.41M Sell
4,524
-5,466
-55% -$1.61M 0.29% 51
2023
Q1 		$2.94M Buy
+9,990
New +$3.06M 0.3% 64

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

M Holdings Securities's HD Position: Q1 2026 in Review

M Holdings Securities increased its Home Depot (HD) stake by 0.92% in Q1 2026, buying an estimated $87.8K and bringing the position to 26,383 shares worth $8.35M. The position accounts for 0.56% of the portfolio, ranked #34.

M Holdings Securities first reported a position in HD in Q4 2013 and has held it in 36 quarters since. The position peaked at $9M in Q4 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • M Holdings Securities held 26,383 shares of Home Depot worth $8.35M as of Q1 2026.
  • M Holdings Securities bought 241 Home Depot shares in Q1 2026, an estimated $87.8K.
  • Home Depot made up 0.56% of M Holdings Securities's portfolio in Q1 2026, its #34 holding.
  • M Holdings Securities first reported a position in Home Depot in Q4 2013 and has held it in 36 quarters since.
  • M Holdings Securities's Home Depot position peaked at $9M in Q4 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.