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Marcum Wealth’s Home Depot HD Stock Holding History

Marcum Wealth’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
2025
Q1 		$2.31M Sell
6,316
-496
-7% -$193K 0.2% 54
2024
Q4 		$2.65M Buy
6,812
+419
+7% +$171K 0.23% 50
2024
Q3 		$2.59M Sell
6,393
-18
-0.3% -$6.57K 0.24% 48
2024
Q2 		$2.21M Sell
6,411
-89
-1% -$30.4K 0.22% 51
2024
Q1 		$2.49M Buy
6,500
+180
+3% +$65.8K 0.25% 42
2023
Q4 		$2.19M Buy
6,320
+43
+0.7% +$13.3K 0.23% 45
2023
Q3 		$1.9M Sell
6,277
-23
-0.4% -$7.4K 0.23% 44
2023
Q2 		$1.96M Sell
6,300
-816
-11% -$241K 0.23% 44
2023
Q1 		$2.1M Buy
7,116
+116
+2% +$35.6K 0.26% 40
2022
Q4 		$2.21M Sell
7,000
-16
-0.2% -$4.87K 0.29% 36
2022
Q3 		$1.94M Buy
7,016
+679
+11% +$200K 0.29% 37
2022
Q2 		$1.74M Buy
6,337
+272
+4% +$80.3K 0.26% 46
2022
Q1 		$1.82M Sell
6,065
-733
-11% -$254K 0.25% 51
2021
Q4 		$2.82M Sell
6,798
-198
-3% -$75.4K 0.39% 30
2021
Q3 		$2.3M Buy
6,996
+867
+14% +$285K 0.36% 30
2021
Q2 		$1.96M Sell
6,129
-562
-8% -$179K 0.32% 35
2021
Q1 		$2.04M Buy
6,691
+5,124
+327% +$1.41M 0.34% 34
2020
Q4 		$416K Buy
1,567
+366
+30% +$101K 0.1% 76
2020
Q3 		$333K Sell
1,201
-147
-11% -$39.8K 0.1% 74
2020
Q2 		$338K Buy
1,348
+59
+5% +$13.5K 0.1% 80
2020
Q1 		$241K Buy
1,289
+260
+25% +$57.1K 0.09% 75
2019
Q4 		$225K Buy
+1,029
New +$233K 0.08% 91

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Marcum Wealth's HD Position: Q1 2025 in Review

Marcum Wealth reduced its Home Depot (HD) stake by 7.3% in Q1 2025, selling an estimated $193K and leaving 6,316 shares worth $2.31M. The position accounts for 0.2% of the portfolio, ranked #54.

Marcum Wealth first reported a position in HD in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.82M in Q4 2021. 3,995 funds tracked by Wall St. Rank hold HD as of Q1 2025.

  • Marcum Wealth held 6,316 shares of Home Depot worth $2.31M as of Q1 2025.
  • Marcum Wealth sold 496 Home Depot shares in Q1 2025, an estimated $193K.
  • Home Depot made up 0.2% of Marcum Wealth's portfolio in Q1 2025, its #54 holding.
  • Marcum Wealth first reported a position in Home Depot in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Home Depot position peaked at $2.82M in Q4 2021.
  • 3,995 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.