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Marion Wealth Management’s Home Depot HD Stock Holding History

Marion Wealth 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
Q2 		$2.78M Buy
7,884
+439
+6% +$143K 0.57% 43
2026
Q1 		$2.45M Buy
7,445
+495
+7% +$180K 0.54% 47
2025
Q4 		$2.67M Buy
6,950
+215
+3% +$78.7K 0.59% 42
2025
Q3 		$2.73M Buy
6,735
+19
+0.3% +$7.47K 0.65% 40
2025
Q2 		$2.46M Buy
6,716
+167
+3% +$60.4K 0.62% 42
2025
Q1 		$2.4M Buy
6,549
+44
+0.7% +$17.1K 0.64% 43
2024
Q4 		$2.53M Buy
6,505
+68
+1% +$27.8K 0.67% 42
2024
Q3 		$2.61M Buy
6,437
+230
+4% +$83.9K 0.7% 39
2024
Q2 		$2.14M Sell
6,207
-201
-3% -$68.6K 0.63% 42
2024
Q1 		$2.46M Sell
6,408
-15
-0.2% -$5.48K 0.73% 36
2023
Q4 		$2.23M Buy
6,423
+236
+4% +$73.1K 0.71% 41
2023
Q3 		$1.87M Buy
6,187
+112
+2% +$36K 0.66% 38
2023
Q2 		$1.89M Sell
6,075
-345
-5% -$102K 0.67% 39
2023
Q1 		$1.89M Buy
6,420
+811
+14% +$249K 0.71% 37
2022
Q4 		$1.77M Buy
5,609
+796
+17% +$242K 0.75% 34
2022
Q3 		$1.33M Buy
4,813
+326
+7% +$96.2K 0.68% 34
2022
Q2 		$1.23M Buy
4,487
+432
+11% +$128K 0.64% 38
2022
Q1 		$1.21M Buy
4,055
+46
+1% +$16K 0.59% 39
2021
Q4 		$1.66M Buy
+4,009
New +$1.53M 0.79% 28

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marion Wealth Management's HD Position: Q2 2026 in Review

Marion Wealth Management increased its Home Depot (HD) stake by 5.9% in Q2 2026, buying an estimated $143K and bringing the position to 7,884 shares worth $2.78M. The position accounts for 0.57% of the portfolio, ranked #43.

Marion Wealth Management first reported a position in HD in Q4 2021 and has held it in 19 quarters since. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Marion Wealth Management held 7,884 shares of Home Depot worth $2.78M as of Q2 2026.
  • Marion Wealth Management bought 439 Home Depot shares in Q2 2026, an estimated $143K.
  • Home Depot made up 0.57% of Marion Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Marion Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.