Mowery & Schoenfeld Wealth Management’s Home Depot HD Stock Holding History

Mowery & Schoenfeld 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	$158K	Sell	480 -143	-23%	-$52.1K	0.24%	64
2025 Q4	$214K	Buy	623 +143	+30%	+$52.4K	0.31%	52
2025 Q3	$194K	Sell	480 -57	-11%	-$22.4K	0.33%	54
2025 Q2	$197K	Sell	537 -16	-3%	-$5.79K	0.3%	50
2025 Q1	$203K	Buy	553 +18	+3%	+$7.01K	0.4%	48
2024 Q4	$208K	Buy	535 +457	+586%	+$187K	0.4%	42
2024 Q3	$31.6K	Hold	78	–	–	0.05%	127
2024 Q2	$26.9K	Buy	78 +77	+7,700%	+$26.3K	0.04%	133
2024 Q1	$384	Hold	1	–	–	﹤0.01%	152
2023 Q4	$347	Buy	+1	New	+$310	﹤0.01%	160

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's HD Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Home Depot (HD) stake by 23% in Q1 2026, selling an estimated $52.1K and leaving 480 shares worth $158K. The position accounts for 0.24% of the portfolio, ranked #64.

Mowery & Schoenfeld Wealth Management first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $214K in Q4 2025. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 480 shares of Home Depot worth $158K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 143 Home Depot shares in Q1 2026, an estimated $52.1K.
Home Depot made up 0.24% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #64 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Home Depot position peaked at $214K in Q4 2025.
4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.