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Mark Sheptoff Financial Planning’s Home Depot HD Stock Holding History

Mark Sheptoff Financial Planning’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 		$1.08M Sell
3,424
-60
-2% -$21.9K 0.57% 32
2025
Q4 		$1.2M Hold
3,484
– – 0.57% 30
2025
Q3 		$1.41M Hold
3,484
– – 0.68% 28
2025
Q2 		$1.28M Hold
3,484
– – 0.68% 30
2025
Q1 		$1.28M Hold
3,484
– – 0.7% 29
2024
Q4 		$1.36M Sell
3,484
-352
-9% -$144K 0.73% 31
2024
Q3 		$1.55M Sell
3,836
-106
-3% -$38.7K 0.83% 27
2024
Q2 		$1.36M Hold
3,942
– – 0.76% 28
2024
Q1 		$1.51M Hold
3,942
– – 0.84% 26
2023
Q4 		$1.37M Buy
3,942
+1
+0% +$310 0.82% 23
2023
Q3 		$1.19M Hold
3,941
– – 0.76% 24
2023
Q2 		$1.22M Buy
3,941
+1
+0% +$295 0.7% 30
2023
Q1 		$1.16M Sell
3,940
-411
-9% -$126K 0.68% 30
2022
Q4 		$1.37M Sell
4,351
-39
-0.9% -$11.9K 0.81% 26
2022
Q3 		$1.21M Buy
4,390
+1
+0% +$295 0.74% 27
2022
Q2 		$1.2M Buy
4,389
+100
+2% +$29.5K 0.69% 31
2022
Q1 		$1.28M Sell
4,289
-501
-10% -$174K 0.65% 31
2021
Q4 		$1.99M Buy
4,790
+102
+2% +$38.8K 0.95% 22
2021
Q3 		$1.54M Hold
4,688
– – 0.85% 23
2021
Q2 		$1.5M Sell
4,688
-59
-1% -$18.8K 0.8% 26
2021
Q1 		$1.45M Buy
4,747
+150
+3% +$41.3K 0.83% 27
2020
Q4 		$1.22M Sell
4,597
-1,008
-18% -$277K 0.69% 32
2020
Q3 		$1.56M Buy
5,605
+411
+8% +$111K 0.96% 26
2020
Q2 		$1.3M Buy
5,194
+221
+4% +$50.6K 0.84% 30
2020
Q1 		$928K Sell
4,973
-554
-10% -$122K 0.7% 34
2019
Q4 		$1.21M Buy
5,527
+100
+2% +$22.6K 0.76% 34
2019
Q3 		$1.26M Buy
5,427
+105
+2% +$23K 0.85% 33
2019
Q2 		$1.11M Hold
5,322
– – 0.76% 32
2019
Q1 		$1.02M Buy
5,322
+122
+2% +$22.4K 0.74% 33
2018
Q4 		$893K Sell
5,200
-500
-9% -$89.7K 0.74% 33
2018
Q3 		$1.18M Buy
5,700
+800
+16% +$161K 0.81% 34
2018
Q2 		$956K Buy
4,900
+175
+4% +$32.7K 0.71% 38
2018
Q1 		$842K Buy
4,725
+374
+9% +$70.2K 0.58% 45
2017
Q4 		$825K Hold
4,351
– – 0.54% 51
2017
Q3 		$712K Sell
4,351
-100
-2% -$15.3K 0.48% 55
2017
Q2 		$683K Buy
4,451
+49
+1% +$7.52K 0.47% 56
2017
Q1 		$646K Buy
4,402
+1
+0% +$142 0.46% 54
2016
Q4 		$590K Hold
4,401
– – 0.44% 58
2016
Q3 		$566K Hold
4,401
– – 0.42% 59
2016
Q2 		$562K Buy
4,401
+650
+17% +$86K 0.42% 57
2016
Q1 		$500K Sell
3,751
-500
-12% -$62.3K 0.41% 54
2015
Q4 		$562K Buy
4,251
+400
+10% +$50.9K 0.46% 60
2015
Q3 		$445K Buy
3,851
+130
+3% +$15K 0.39% 60
2015
Q2 		$414K Buy
3,721
+14
+0.4% +$1.57K 0.33% 69
2015
Q1 		$421K Hold
3,707
– – 0.35% 65
2014
Q4 		$389K Buy
3,707
+57
+2% +$5.54K 0.34% 69
2014
Q3 		$335K Hold
3,650
– – 0.3% 81
2014
Q2 		$296K Hold
3,650
– – 0.25% 86
2014
Q1 		$289K Buy
+3,650
New +$290K 0.26% 87

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

Mark Sheptoff Financial Planning's HD Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Home Depot (HD) stake by 1.7% in Q1 2026, selling an estimated $21.9K and leaving 3,424 shares worth $1.08M. The position accounts for 0.57% of the portfolio, ranked #32.

Mark Sheptoff Financial Planning first reported a position in HD in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.99M in Q4 2021. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Mark Sheptoff Financial Planning held 3,424 shares of Home Depot worth $1.08M as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 60 Home Depot shares in Q1 2026, an estimated $21.9K.
  • Home Depot made up 0.57% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #32 holding.
  • Mark Sheptoff Financial Planning first reported a position in Home Depot in Q1 2014 and has held it in 49 quarters since.
  • Mark Sheptoff Financial Planning's Home Depot position peaked at $1.99M in Q4 2021.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.