MWM
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Mission Wealth Management’s Home Depot HD Stock Holding History

Mission 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
2023
Q1 		– Hold
0
– -$31.6K – 548
2022
Q4 		– Hold
0
– – – 515
2022
Q3 		– Hold
0
– – – 500
2022
Q2 		– Hold
0
– – – 506

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

Mission Wealth Management's HD Position: Q1 2026 in Review

Mission Wealth Management reduced its Home Depot (HD) stake by 4.9% in Q1 2026, selling an estimated $725K and leaving 38,669 shares worth $12.7M. The position accounts for 0.26% of the portfolio, ranked #60.

Mission Wealth Management first reported a position in HD in Q2 2015 and has held it in 44 quarters since. The position peaked at $15.7M in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Mission Wealth Management held 38,669 shares of Home Depot worth $12.7M as of Q1 2026.
  • Mission Wealth Management sold 1,989 Home Depot shares in Q1 2026, an estimated $725K.
  • Home Depot made up 0.26% of Mission Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Mission Wealth Management first reported a position in Home Depot in Q2 2015 and has held it in 44 quarters since.
  • Mission Wealth Management's Home Depot position peaked at $15.7M in Q3 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.