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 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

Occidental Asset Management's HD Position: Q1 2026 in Review

Occidental Asset Management increased its Home Depot (HD) stake by 7.3% in Q1 2026, buying an estimated $407K and bringing the position to 16,423 shares worth $5.4M. The position accounts for 0.64% of the portfolio, ranked #51.

Occidental Asset Management first reported a position in HD in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.13M in Q3 2025. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Occidental Asset Management held 16,423 shares of Home Depot worth $5.4M as of Q1 2026.
Occidental Asset Management bought 1,116 Home Depot shares in Q1 2026, an estimated $407K.
Home Depot made up 0.64% of Occidental Asset Management's portfolio in Q1 2026, its #51 holding.
Occidental Asset Management first reported a position in Home Depot in Q4 2014 and has held it in 46 quarters since.
Occidental Asset Management's Home Depot position peaked at $6.13M in Q3 2025.
4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.