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McBroom & Associates’s Home Depot HD Stock Holding History

McBroom & Associates’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 		$4.77M Sell
13,518
-3,701
-21% -$1.2M 2.4% 18
2026
Q1 		$5.66M Buy
17,219
+1,966
+13% +$716K 3.15% 15
2025
Q4 		$5.25M Sell
15,253
-1,568
-9% -$574K 2.55% 17
2025
Q3 		$6.82M Buy
16,821
+70
+0.4% +$27.5K 3.24% 16
2025
Q2 		$6.14M Hold
16,751
– – 3.51% 16
2025
Q1 		$6.14M Sell
16,751
-439
-3% -$171K 3.51% 16
2024
Q4 		$6.69M Buy
17,190
+692
+4% +$283K 3.78% 14
2024
Q3 		$6.68M Buy
16,498
+900
+6% +$328K 4.09% 14
2024
Q2 		$5.37M Buy
15,598
+31
+0.2% +$10.6K 3.36% 15
2024
Q1 		$5.97M Sell
15,567
-133
-0.8% -$48.6K 3.93% 15
2023
Q4 		$5.44M Buy
15,700
+65
+0.4% +$20.1K 3.97% 16
2023
Q3 		$4.72M Buy
15,635
+636
+4% +$205K 3.76% 15
2023
Q2 		$4.66M Buy
14,999
+498
+3% +$147K 3.68% 15
2023
Q1 		$4.28M Sell
14,501
-232
-2% -$71.1K 3.83% 15
2022
Q4 		$4.65M Sell
14,733
-874
-6% -$266K 5.05% 5
2022
Q3 		$4.31M Sell
15,607
-218
-1% -$64.3K 4.86% 7
2022
Q2 		$4.34M Sell
15,825
-471
-3% -$139K 4.72% 10
2022
Q1 		$4.88M Sell
16,296
-707
-4% -$245K 4.32% 14
2021
Q4 		$7.06M Buy
+17,003
New +$6.47M 5.31% 4

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

McBroom & Associates's HD Position: Q2 2026 in Review

McBroom & Associates reduced its Home Depot (HD) stake by 21% in Q2 2026, selling an estimated $1.2M and leaving 13,518 shares worth $4.77M. The position accounts for 2.4% of the portfolio, ranked #18.

McBroom & Associates first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.06M in Q4 2021. 2,052 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • McBroom & Associates held 13,518 shares of Home Depot worth $4.77M as of Q2 2026.
  • McBroom & Associates sold 3,701 Home Depot shares in Q2 2026, an estimated $1.2M.
  • Home Depot made up 2.4% of McBroom & Associates's portfolio in Q2 2026, its #18 holding.
  • McBroom & Associates first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • McBroom & Associates's Home Depot position peaked at $7.06M in Q4 2021.
  • 2,052 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.