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MBM Wealth Consultants’s Home Depot HD Stock Holding History

MBM Wealth Consultants’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 		$2.17M Buy
6,149
+1,011
+20% +$329K 0.42% 32
2026
Q1 		$1.69M Buy
5,138
+342
+7% +$125K 0.39% 38
2025
Q4 		$1.65M Buy
4,796
+81
+2% +$29.7K 0.39% 41
2025
Q3 		$1.91M Buy
4,715
+8
+0.2% +$3.15K 0.47% 31
2025
Q2 		$1.73M Buy
4,707
+183
+4% +$66.2K 0.46% 33
2025
Q1 		$1.66M Buy
4,524
+42
+0.9% +$16.4K 0.49% 32
2024
Q4 		$1.74M Buy
4,482
+69
+2% +$28.2K 0.52% 27
2024
Q3 		$1.79M Buy
4,413
+258
+6% +$94.1K 0.56% 24
2024
Q2 		$1.4M Buy
4,155
+378
+10% +$129K 0.48% 30
2024
Q1 		$1.45M Buy
3,777
+51
+1% +$18.6K 0.51% 25
2023
Q4 		$1.33M Buy
3,726
+204
+6% +$63.2K 0.5% 26
2023
Q3 		$1.03M Buy
3,522
+271
+8% +$87.2K 0.45% 31
2023
Q2 		$1.03M Buy
3,251
+462
+17% +$136K 0.44% 30
2023
Q1 		$902K Hold
2,789
– – 0.37% 30
2022
Q4 		$881K Sell
2,789
-105
-4% -$32K 0.41% 28
2022
Q3 		$821K Buy
2,894
+71
+3% +$21K 0.4% 29
2022
Q2 		$774K Buy
2,823
+104
+4% +$30.7K 0.38% 31
2022
Q1 		$814K Buy
2,719
+292
+12% +$101K 0.34% 39
2021
Q4 		$1.01M Buy
2,427
+10
+0.4% +$3.81K 0.42% 31
2021
Q3 		$793K Buy
2,417
+50
+2% +$16.4K 0.36% 40
2021
Q2 		$755K Sell
2,367
-68
-3% -$21.6K 0.35% 39
2021
Q1 		$744K Sell
2,435
-38
-2% -$10.5K 0.38% 40
2020
Q4 		$657K Sell
2,473
-36
-1% -$9.9K 0.36% 38
2020
Q3 		$697K Buy
2,509
+32
+1% +$8.67K 0.45% 32
2020
Q2 		$620K Sell
2,477
-982
-28% -$225K 0.44% 33
2020
Q1 		$646K Sell
3,459
-64
-2% -$14.1K 0.53% 32
2019
Q4 		$770K Sell
3,523
-100
-3% -$22.6K 0.57% 33
2019
Q3 		$841K Sell
3,623
-74
-2% -$16.2K 0.66% 33
2019
Q2 		$775K Buy
3,697
+92
+3% +$18.4K 0.64% 35
2019
Q1 		$692K Buy
3,605
+10
+0.3% +$1.83K 0.61% 39
2018
Q4 		$618K Buy
+3,595
New +$645K 0.6% 42

Other funds holding HD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

MBM Wealth Consultants's HD Position: Q2 2026 in Review

MBM Wealth Consultants increased its Home Depot (HD) stake by 20% in Q2 2026, buying an estimated $329K and bringing the position to 6,149 shares worth $2.17M. The position accounts for 0.42% of the portfolio, ranked #32.

MBM Wealth Consultants first reported a position in HD in Q4 2018 and has held it in 31 quarters since. 1,989 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • MBM Wealth Consultants held 6,149 shares of Home Depot worth $2.17M as of Q2 2026.
  • MBM Wealth Consultants bought 1,011 Home Depot shares in Q2 2026, an estimated $329K.
  • Home Depot made up 0.42% of MBM Wealth Consultants's portfolio in Q2 2026, its #32 holding.
  • MBM Wealth Consultants first reported a position in Home Depot in Q4 2018 and has held it in 31 quarters since.
  • 1,989 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.