Pension & Wealth Management Advisors’s Home Depot HD Stock Holding History

Pension & Wealth Management Advisors’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 Q2	$884K	Buy	2,505 +20	+0.8%	+$6.51K	0.24%	65
2026 Q1	$817K	Buy	2,485 +192	+8%	+$70K	0.24%	62
2025 Q4	$789K	Buy	2,293 +48	+2%	+$17.6K	0.23%	62
2025 Q3	$910K	Buy	2,245 +34	+2%	+$13.4K	0.29%	55
2025 Q2	$811K	Hold	2,211	–	–	0.27%	58
2025 Q1	$811K	Buy	2,211 +260	+13%	+$101K	0.3%	57
2024 Q4	$759K	Buy	1,951 +164	+9%	+$67K	0.3%	55
2024 Q3	$724K	Buy	1,787 +92	+5%	+$33.6K	0.37%	39
2024 Q2	$584K	Buy	1,695 +2	+0.1%	+$682	0.34%	42
2024 Q1	$650K	Sell	1,693 -6	-0.4%	-$2.19K	0.43%	40
2023 Q4	$589K	Sell	1,699 -66	-4%	-$20.4K	0.37%	39
2023 Q3	$534K	Buy	1,765 +229	+15%	+$73.6K	0.38%	38
2023 Q2	$548K	Sell	1,536 -225	-13%	-$66.5K	0.41%	35
2023 Q1	$520K	Sell	1,761 -220	-11%	-$67.5K	0.41%	33
2022 Q4	$626K	Buy	+1,981	New	+$603K	0.54%	28

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Pension & Wealth Management Advisors's HD Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Home Depot (HD) stake by 0.8% in Q2 2026, buying an estimated $6.51K and bringing the position to 2,505 shares worth $884K. The position accounts for 0.24% of the portfolio, ranked #65.

Pension & Wealth Management Advisors first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $910K in Q3 2025. 3,939 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Pension & Wealth Management Advisors held 2,505 shares of Home Depot worth $884K as of Q2 2026.
Pension & Wealth Management Advisors bought 20 Home Depot shares in Q2 2026, an estimated $6.51K.
Home Depot made up 0.24% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #65 holding.
Pension & Wealth Management Advisors first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
Pension & Wealth Management Advisors's Home Depot position peaked at $910K in Q3 2025.
3,939 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.