MGWM
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Marks Group Wealth Management’s Home Depot HD Stock Holding History

Marks Group 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
Q1 		$418K Buy
1,270
+29
+2% +$10.6K 0.04% 263
2025
Q4 		$427K Sell
1,241
-95
-7% -$34.8K 0.04% 251
2025
Q3 		$541K Buy
1,336
+2
+0.1% +$786 0.05% 219
2025
Q2 		$489K Sell
1,334
-103
-7% -$37.3K 0.05% 226
2025
Q1 		$527K Buy
1,437
+2
+0.1% +$779 0.05% 236
2024
Q4 		$558K Sell
1,435
-11
-0.8% -$4.49K 0.06% 210
2024
Q3 		$586K Sell
1,446
-31
-2% -$11.3K 0.06% 210
2024
Q2 		$508K Sell
1,477
-226
-13% -$77.1K 0.05% 219
2024
Q1 		$653K Sell
1,703
-41
-2% -$15K 0.07% 201
2023
Q4 		$604K Sell
1,744
-86
-5% -$26.6K 0.07% 202
2023
Q3 		$553K Sell
1,830
-107
-6% -$34.4K 0.07% 201
2023
Q2 		$602K Buy
1,937
+2
+0.1% +$591 0.07% 199
2023
Q1 		$571K Buy
1,935
+22
+1% +$6.75K 0.07% 201
2022
Q4 		$604K Buy
1,913
+30
+2% +$9.14K 0.08% 192
2022
Q3 		$520K Sell
1,883
-46
-2% -$13.6K 0.08% 196
2022
Q2 		$529K Buy
1,929
+51
+3% +$15.1K 0.08% 207
2022
Q1 		$562K Sell
1,878
-1,310
-41% -$454K 0.07% 220
2021
Q4 		$1.32M Buy
3,188
+493
+18% +$188K 0.16% 140
2021
Q3 		$889K Buy
2,695
+264
+11% +$86.7K 0.12% 158
2021
Q2 		$782K Buy
2,431
+98
+4% +$31.2K 0.11% 151
2021
Q1 		$714K Buy
2,333
+85
+4% +$23.4K 0.11% 154
2020
Q4 		$597K Buy
2,248
+1,008
+81% +$277K 0.09% 162
2020
Q3 		$344K Sell
1,240
-158
-11% -$42.8K 0.06% 189
2020
Q2 		$351K Buy
1,398
+177
+14% +$40.5K 0.07% 183
2020
Q1 		$229K Buy
1,221
+101
+9% +$22.2K 0.06% 198
2019
Q4 		$245K Buy
+1,120
New +$254K 0.05% 221

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

Marks Group Wealth Management's HD Position: Q1 2026 in Review

Marks Group Wealth Management increased its Home Depot (HD) stake by 2.3% in Q1 2026, buying an estimated $10.6K and bringing the position to 1,270 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #263.

Marks Group Wealth Management first reported a position in HD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.32M in Q4 2021. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Marks Group Wealth Management held 1,270 shares of Home Depot worth $418K as of Q1 2026.
  • Marks Group Wealth Management bought 29 Home Depot shares in Q1 2026, an estimated $10.6K.
  • Home Depot made up 0.04% of Marks Group Wealth Management's portfolio in Q1 2026, its #263 holding.
  • Marks Group Wealth Management first reported a position in Home Depot in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Home Depot position peaked at $1.32M in Q4 2021.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.