Philip James Wealth Mangement’s Home Depot HD Stock Holding History

Philip James Wealth Mangement’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	$3.55M	Sell	10,792 -824	-7%	-$300K	0.41%	49
2025 Q4	$4M	Sell	11,616 -91	-0.8%	-$33.3K	0.46%	47
2025 Q3	$4.74M	Sell	11,707 -171	-1%	-$67.2K	0.55%	43
2025 Q2	$4.36M	Sell	11,878 -336	-3%	-$122K	0.56%	40
2025 Q1	$4.48M	Sell	12,214 -282	-2%	-$110K	0.54%	45
2024 Q4	$4.86M	Sell	12,496 -1,464	-10%	-$598K	0.63%	38
2024 Q3	$5.66M	Buy	13,960 +13,204	+1,747%	+$4.82M	0.69%	35
2024 Q2	$260K	Buy	756 +61	+9%	+$20.8K	0.17%	55
2024 Q1	$267K	Buy	695 +4	+0.6%	+$1.46K	0.19%	55
2023 Q4	$239K	Buy	+691	New	+$214K	0.19%	64

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

Philip James Wealth Mangement's HD Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Home Depot (HD) stake by 7.1% in Q1 2026, selling an estimated $300K and leaving 10,792 shares worth $3.55M. The position accounts for 0.41% of the portfolio, ranked #49.

Philip James Wealth Mangement first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.66M in Q3 2024. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Philip James Wealth Mangement held 10,792 shares of Home Depot worth $3.55M as of Q1 2026.
Philip James Wealth Mangement sold 824 Home Depot shares in Q1 2026, an estimated $300K.
Home Depot made up 0.41% of Philip James Wealth Mangement's portfolio in Q1 2026, its #49 holding.
Philip James Wealth Mangement first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
Philip James Wealth Mangement's Home Depot position peaked at $5.66M in Q3 2024.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.