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Phillips Financial Management’s Home Depot HD Stock Holding History

Phillips Financial 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 		$513K Buy
1,559
+58
+4% +$21.1K 0.04% 142
2025
Q4 		$517K Sell
1,501
-91
-6% -$33.3K 0.03% 143
2025
Q3 		$645K Buy
1,592
+155
+11% +$60.9K 0.04% 140
2025
Q2 		$527K Buy
1,437
+171
+14% +$61.9K 0.04% 138
2025
Q1 		$464K Buy
1,266
+50
+4% +$19.5K 0.04% 139
2024
Q4 		$473K Buy
1,216
+47
+4% +$19.2K 0.04% 134
2024
Q3 		$474K Buy
1,169
+43
+4% +$15.7K 0.04% 136
2024
Q2 		$387K Sell
1,126
-172
-13% -$58.7K 0.03% 142
2024
Q1 		$498K Buy
1,298
+58
+5% +$21.2K 0.04% 133
2023
Q4 		$430K Buy
1,240
+41
+3% +$12.7K 0.04% 134
2023
Q3 		$362K Buy
1,199
+127
+12% +$40.8K 0.03% 140
2023
Q2 		$333K Buy
1,072
+32
+3% +$9.45K 0.03% 144
2023
Q1 		$307K Buy
1,040
+51
+5% +$15.6K 0.03% 143
2022
Q4 		$312K Buy
989
+29
+3% +$8.83K 0.03% 126
2022
Q3 		$265K Buy
+960
New +$283K 0.03% 131
2022
Q2 		– Sell
-1,358
Closed -$406K – 120
2022
Q1 		$406K Buy
+1,358
New +$471K 0.04% 115

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

Phillips Financial Management's HD Position: Q1 2026 in Review

Phillips Financial Management increased its Home Depot (HD) stake by 3.9% in Q1 2026, buying an estimated $21.1K and bringing the position to 1,559 shares worth $513K. The position accounts for 0.04% of the portfolio, ranked #142.

Phillips Financial Management first reported a position in HD in Q1 2022 and has held it in 16 quarters since. The position peaked at $645K in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Phillips Financial Management held 1,559 shares of Home Depot worth $513K as of Q1 2026.
  • Phillips Financial Management bought 58 Home Depot shares in Q1 2026, an estimated $21.1K.
  • Home Depot made up 0.04% of Phillips Financial Management's portfolio in Q1 2026, its #142 holding.
  • Phillips Financial Management first reported a position in Home Depot in Q1 2022 and has held it in 16 quarters since.
  • Phillips Financial Management's Home Depot position peaked at $645K in Q3 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.