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Peterson Wealth Management’s Home Depot HD Stock Holding History

Peterson 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
2026
Q1 		$345K Buy
1,050
+85
+9% +$31K 0.2% 35
2025
Q4 		$332K Sell
965
-537
-36% -$197K 0.25% 31
2025
Q3 		$608K Buy
+1,502
New +$591K 0.42% 30
2025
Q2 		– Sell
-10,266
Closed -$3.76M – 51
2025
Q1 		$3.76M Buy
10,266
+1,395
+16% +$544K 2.53% 13
2024
Q4 		$3.45M Buy
8,871
+401
+5% +$164K 2.05% 19
2024
Q3 		$3.43M Sell
8,470
-182
-2% -$66.4K 2.19% 18
2024
Q2 		$2.98M Buy
8,652
+4,087
+90% +$1.39M 1.84% 22
2024
Q1 		$1.75M Buy
4,565
+334
+8% +$122K 1.26% 33
2023
Q4 		$1.47M Buy
4,231
+178
+4% +$55.1K 1.32% 24
2023
Q3 		$1.22M Buy
4,053
+77
+2% +$24.8K 1.01% 26
2023
Q2 		$1.24M Buy
3,976
+1,941
+95% +$573K 0.98% 28
2023
Q1 		$600K Sell
2,035
-18
-0.9% -$5.52K 0.57% 41
2022
Q4 		$649K Sell
2,053
-17
-0.8% -$5.18K 0.66% 37
2022
Q3 		$571K Buy
2,070
+583
+39% +$172K 0.53% 42
2022
Q2 		$408K Sell
1,487
-1,804
-55% -$533K 0.53% 39
2022
Q1 		$985K Sell
3,291
-1,402
-30% -$486K 0.66% 43
2021
Q4 		$1.95M Buy
4,693
+143
+3% +$54.4K 1.3% 29
2021
Q3 		$1.49M Buy
4,550
+23
+0.5% +$7.55K 1.16% 31
2021
Q2 		$1.44M Buy
4,527
+44
+1% +$14K 1.13% 32
2021
Q1 		$1.37M Buy
4,483
+683
+18% +$188K 1.16% 25
2020
Q4 		$1.01M Buy
3,800
+392
+12% +$108K 0.82% 27
2020
Q3 		$947K Buy
3,408
+843
+33% +$228K 0.84% 27
2020
Q2 		$643K Buy
2,565
+856
+50% +$196K 0.64% 28
2020
Q1 		$319K Buy
1,709
+11
+0.6% +$2.42K 0.39% 32
2019
Q4 		$378K Buy
+1,698
New +$385K 0.34% 33

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Peterson Wealth Management's HD Position: Q1 2026 in Review

Peterson Wealth Management increased its Home Depot (HD) stake by 8.8% in Q1 2026, buying an estimated $31K and bringing the position to 1,050 shares worth $345K. The position accounts for 0.2% of the portfolio, ranked #35.

Peterson Wealth Management first reported a position in HD in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.76M in Q1 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Peterson Wealth Management held 1,050 shares of Home Depot worth $345K as of Q1 2026.
  • Peterson Wealth Management bought 85 Home Depot shares in Q1 2026, an estimated $31K.
  • Home Depot made up 0.2% of Peterson Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Peterson Wealth Management first reported a position in Home Depot in Q4 2019 and has held it in 25 quarters since.
  • Peterson Wealth Management's Home Depot position peaked at $3.76M in Q1 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.