MCM
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Morton Capital Management’s Home Depot HD Stock Holding History

Morton Capital 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
Q2 		$1.46M Buy
4,132
+779
+23% +$253K 0.2% 41
2026
Q1 		$1.1M Sell
3,353
-168
-5% -$61.2K 0.16% 47
2025
Q4 		$1.21M Sell
3,521
-228
-6% -$83.5K 0.19% 41
2025
Q3 		$1.52M Sell
3,749
-99
-3% -$38.9K 0.25% 37
2025
Q2 		$1.41M Buy
3,848
+323
+9% +$117K 0.25% 39
2025
Q1 		$1.29M Buy
3,525
+59
+2% +$23K 0.25% 38
2024
Q4 		$1.35M Buy
3,466
+8
+0.2% +$3.27K 0.25% 39
2024
Q3 		$1.4M Buy
3,458
+244
+8% +$89K 0.28% 34
2024
Q2 		$1.11M Buy
3,214
+55
+2% +$18.8K 0.26% 33
2024
Q1 		$1.21M Sell
3,159
-37
-1% -$13.5K 0.33% 28
2023
Q4 		$1.11M Sell
3,196
-2
-0.1% -$619 0.33% 28
2023
Q3 		$966K Sell
3,198
-50
-2% -$16.1K 0.34% 30
2023
Q2 		$1.01M Hold
3,248
– – 0.34% 31
2023
Q1 		$959K Sell
3,248
-100
-3% -$30.7K 0.34% 31
2022
Q4 		$1.06M Buy
3,348
+100
+3% +$30.5K 0.41% 27
2022
Q3 		$896K Hold
3,248
– – 0.41% 25
2022
Q2 		$891K Buy
3,248
+134
+4% +$39.6K 0.39% 27
2022
Q1 		$932K Buy
3,114
+4
+0.1% +$1.39K 0.38% 24
2021
Q4 		$1.29M Buy
+3,110
New +$1.18M 0.52% 21

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Morton Capital Management's HD Position: Q2 2026 in Review

Morton Capital Management increased its Home Depot (HD) stake by 23% in Q2 2026, buying an estimated $253K and bringing the position to 4,132 shares worth $1.46M. The position accounts for 0.2% of the portfolio, ranked #41.

Morton Capital Management first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.52M in Q3 2025. 1,266 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Morton Capital Management held 4,132 shares of Home Depot worth $1.46M as of Q2 2026.
  • Morton Capital Management bought 779 Home Depot shares in Q2 2026, an estimated $253K.
  • Home Depot made up 0.2% of Morton Capital Management's portfolio in Q2 2026, its #41 holding.
  • Morton Capital Management first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Morton Capital Management's Home Depot position peaked at $1.52M in Q3 2025.
  • 1,266 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.