O'Rourke & Company’s Home Depot HD Stock Holding History

O'Rourke & Company’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	$313K	Buy	952 +53	+6%	+$19.3K	0.12%	131
2025 Q4	$309K	Sell	899 -29	-3%	-$10.6K	0.12%	136
2025 Q3	$376K	Buy	928 +1	+0.1%	+$393	0.16%	123
2025 Q2	$340K	Buy	927 +1	+0.1%	+$362	0.16%	120
2025 Q1	$339K	Buy	926 +40	+5%	+$15.6K	0.17%	119
2024 Q4	$345K	Sell	886 -135	-13%	-$55.2K	0.17%	115
2024 Q3	$414K	Buy	1,021 +71	+7%	+$25.9K	0.21%	99
2024 Q2	$327K	Hold	950	–	–	0.18%	106
2024 Q1	$364K	Hold	950	–	–	0.21%	99
2023 Q4	$329K	Buy	950 +90	+10%	+$27.9K	0.21%	95
2023 Q3	$260K	Sell	860 -46	-5%	-$14.8K	0.19%	109
2023 Q2	$282K	Hold	906	–	–	0.2%	107
2023 Q1	$267K	Sell	906 -6	-0.7%	-$1.84K	0.2%	108
2022 Q4	$288K	Buy	912 +13	+1%	+$3.96K	0.23%	100
2022 Q3	$248K	Buy	899 +10	+1%	+$2.95K	0.22%	101
2022 Q2	$244K	Sell	889 -94	-10%	-$27.8K	0.21%	99
2022 Q1	$294K	Buy	983 +109	+12%	+$37.8K	0.2%	99
2021 Q4	$363K	Buy	+874	New	+$333K	0.24%	81

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

O'Rourke & Company's HD Position: Q1 2026 in Review

O'Rourke & Company increased its Home Depot (HD) stake by 5.9% in Q1 2026, buying an estimated $19.3K and bringing the position to 952 shares worth $313K. The position accounts for 0.12% of the portfolio, ranked #131.

O'Rourke & Company first reported a position in HD in Q4 2021 and has held it in 18 quarters since. The position peaked at $414K in Q3 2024. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

O'Rourke & Company held 952 shares of Home Depot worth $313K as of Q1 2026.
O'Rourke & Company bought 53 Home Depot shares in Q1 2026, an estimated $19.3K.
Home Depot made up 0.12% of O'Rourke & Company's portfolio in Q1 2026, its #131 holding.
O'Rourke & Company first reported a position in Home Depot in Q4 2021 and has held it in 18 quarters since.
O'Rourke & Company's Home Depot position peaked at $414K in Q3 2024.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.