OAM
HD icon

Occidental Asset Management’s Home Depot HD Stock Holding History

Occidental Asset 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
2025
Q3 		– Sell
-300
Closed -$999 – 283
2025
Q2 		$999 Hold
300
– – ﹤0.01% 266
2025
Q1 		$2.63K Sell
300
-200
-40% -$77.9K ﹤0.01% 252
2024
Q4 		$2.19K Hold
500
– – ﹤0.01% 218
2024
Q3 		$3.44K Buy
+500
New +$182K ﹤0.01% 219
2020
Q3 		– Sell
-300
Closed -$1K – 145
2020
Q2 		$1K Sell
300
-100
-25% -$22.9K ﹤0.01% 139
2020
Q1 		$8K Buy
+400
New +$87.8K ﹤0.01% 138

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Occidental Asset Management's HD Position: Q2 2026 in Review

Occidental Asset Management increased its Home Depot (HD) stake by 3.8% in Q2 2026, buying an estimated $201K and bringing the position to 17,041 shares worth $6.01M. The position accounts for 0.6% of the portfolio, ranked #51.

Occidental Asset Management first reported a position in HD in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.13M in Q3 2025. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Occidental Asset Management held 17,041 shares of Home Depot worth $6.01M as of Q2 2026.
  • Occidental Asset Management bought 618 Home Depot shares in Q2 2026, an estimated $201K.
  • Home Depot made up 0.6% of Occidental Asset Management's portfolio in Q2 2026, its #51 holding.
  • Occidental Asset Management first reported a position in Home Depot in Q4 2014 and has held it in 47 quarters since.
  • Occidental Asset Management's Home Depot position peaked at $6.13M in Q3 2025.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.