Phillips Wealth Planners’s Home Depot HD Stock Holding History

Phillips Wealth Planners’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	$1.17M	Sell	3,773 -279	-7%	-$102K	0.88%	29
2025 Q4	$1.56M	Buy	4,052 +361	+10%	+$132K	1.25%	14
2025 Q3	$1.44M	Buy	3,691 +388	+12%	+$153K	1.19%	13
2025 Q2	$1.21M	Buy	3,303 +128	+4%	+$46.3K	1.1%	21
2025 Q1	$1.12M	Sell	3,175 -436	-12%	-$170K	1.19%	17
2024 Q4	$1.41M	Sell	3,611 -18	-0.5%	-$7.35K	1.41%	10
2024 Q3	$1.52M	Sell	3,629 -138	-4%	-$50.3K	1.46%	7
2024 Q2	$1.3M	Buy	3,767 +146	+4%	+$49.8K	1.37%	11
2024 Q1	$1.21M	Buy	3,621 +301	+9%	+$110K	1.39%	11
2023 Q4	$1.19M	Buy	3,320 +176	+6%	+$54.5K	1.43%	11
2023 Q3	$902K	Buy	3,144 +71	+2%	+$22.8K	1.22%	19
2023 Q2	$955K	Sell	3,073 -228	-7%	-$67.4K	1.25%	19
2023 Q1	$983K	Sell	3,301 -491	-13%	-$151K	1.3%	16
2022 Q4	$1.23M	Buy	+3,792	New	+$1.16M	2.14%	8

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

Phillips Wealth Planners's HD Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Home Depot (HD) stake by 6.9% in Q1 2026, selling an estimated $102K and leaving 3,773 shares worth $1.17M. The position accounts for 0.88% of the portfolio, ranked #29.

Phillips Wealth Planners first reported a position in HD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.56M in Q4 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Phillips Wealth Planners held 3,773 shares of Home Depot worth $1.17M as of Q1 2026.
Phillips Wealth Planners sold 279 Home Depot shares in Q1 2026, an estimated $102K.
Home Depot made up 0.88% of Phillips Wealth Planners's portfolio in Q1 2026, its #29 holding.
Phillips Wealth Planners first reported a position in Home Depot in Q4 2022 and has held it in 14 quarters since.
Phillips Wealth Planners's Home Depot position peaked at $1.56M in Q4 2025.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.