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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
Q2 		$240K Sell
680
-370
-35% -$120K 0.11% 40
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Peterson Wealth Management's HD Position: Q2 2026 in Review

Peterson Wealth Management reduced its Home Depot (HD) stake by 35% in Q2 2026, selling an estimated $120K and leaving 680 shares worth $240K. The position accounts for 0.11% of the portfolio, ranked #40.

Peterson Wealth Management first reported a position in HD in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.76M in Q1 2025. 4,108 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Peterson Wealth Management held 680 shares of Home Depot worth $240K as of Q2 2026.
  • Peterson Wealth Management sold 370 Home Depot shares in Q2 2026, an estimated $120K.
  • Home Depot made up 0.11% of Peterson Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Peterson Wealth Management first reported a position in Home Depot in Q4 2019 and has held it in 26 quarters since.
  • Peterson Wealth Management's Home Depot position peaked at $3.76M in Q1 2025.
  • 4,108 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.