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PBMares Wealth Management’s Home Depot HD Stock Holding History

PBMares 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
2025
Q3 		$1.79M Buy
4,410
+691
+19% +$272K 0.29% 43
2025
Q2 		$1.36M Buy
3,719
+44
+1% +$15.9K 0.25% 50
2025
Q1 		$1.35M Sell
3,675
-779
-17% -$304K 0.27% 53
2024
Q4 		$1.73M Sell
4,454
-164
-4% -$67K 0.35% 42
2024
Q3 		$1.87M Buy
4,618
+19
+0.4% +$6.93K 0.39% 36
2024
Q2 		$1.58M Buy
4,599
+5
+0.1% +$1.71K 0.39% 40
2024
Q1 		$1.76M Buy
4,594
+143
+3% +$52.2K 0.46% 36
2023
Q4 		$1.54M Sell
4,451
-78
-2% -$24.2K 0.46% 37
2023
Q3 		$1.37M Sell
4,529
-90
-2% -$28.9K 0.49% 37
2023
Q2 		$1.43M Sell
4,619
-12
-0.3% -$3.54K 0.51% 36
2023
Q1 		$1.37M Buy
4,631
+201
+5% +$61.6K 0.51% 36
2022
Q4 		$1.4M Buy
4,430
+1
+0% +$305 0.57% 31
2022
Q3 		$1.22M Buy
4,429
+76
+2% +$22.4K 0.53% 36
2022
Q2 		$1.19M Buy
4,353
+1
+0% +$295 0.51% 40
2022
Q1 		$1.3M Buy
4,352
+50
+1% +$17.3K 0.8% 26
2021
Q4 		$1.78M Buy
4,302
+1
+0% +$381 0.75% 20
2021
Q3 		$1.41M Sell
4,301
-500
-10% -$164K 0.67% 28
2021
Q2 		$1.53M Buy
4,801
+1
+0% +$318 0.83% 21
2021
Q1 		$1.47M Sell
4,800
-12
-0.2% -$3.31K 1.2% 15
2020
Q4 		$1.28M Buy
4,812
+519
+12% +$143K 1.47% 15
2020
Q3 		$1.19M Hold
4,293
– – 1.75% 11
2020
Q2 		$1.07M Sell
4,293
-359
-8% -$82.2K 1.62% 15
2020
Q1 		$869K Buy
4,652
+46
+1% +$10.1K 1.37% 20
2019
Q4 		$1.01M Buy
+4,606
New +$1.04M 1.2% 23

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PBMares Wealth Management's HD Position: Q3 2025 in Review

PBMares Wealth Management increased its Home Depot (HD) stake by 19% in Q3 2025, buying an estimated $272K and bringing the position to 4,410 shares worth $1.79M. The position accounts for 0.29% of the portfolio, ranked #43.

PBMares Wealth Management first reported a position in HD in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.87M in Q3 2024. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • PBMares Wealth Management held 4,410 shares of Home Depot worth $1.79M as of Q3 2025.
  • PBMares Wealth Management bought 691 Home Depot shares in Q3 2025, an estimated $272K.
  • Home Depot made up 0.29% of PBMares Wealth Management's portfolio in Q3 2025, its #43 holding.
  • PBMares Wealth Management first reported a position in Home Depot in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Home Depot position peaked at $1.87M in Q3 2024.
  • 4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.