Poehling Capital Management’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $372K | Buy |
1,054
+32
| +3% | +$10.4K | 0.08% | 123 |
|
|
2026
Q1 | $336K | Hold |
1,022
| – | – | 0.07% | 124 |
|
|
2025
Q4 | $352K | Hold |
1,022
| – | – | 0.07% | 113 |
|
|
2025
Q3 | $414K | Hold |
1,022
| – | – | 0.09% | 105 |
|
|
2025
Q2 | $375K | Buy |
1,022
+86
| +9% | +$31.1K | 0.09% | 103 |
|
|
2025
Q1 | $343K | Sell |
936
-4
| -0.4% | -$1.56K | 0.09% | 108 |
|
|
2024
Q4 | $365K | Hold |
940
| – | – | 0.09% | 104 |
|
|
2024
Q3 | $381K | Hold |
940
| – | – | 0.1% | 102 |
|
|
2024
Q2 | $323K | Hold |
940
| – | – | 0.09% | 108 |
|
|
2024
Q1 | $360K | Buy |
940
+6
| +0.6% | +$2.19K | 0.1% | 100 |
|
|
2023
Q4 | $324K | Buy |
934
+2
| +0.2% | +$619 | 0.1% | 97 |
|
|
2023
Q3 | $282K | Hold |
932
| – | – | 0.1% | 103 |
|
|
2023
Q2 | $290K | Hold |
932
| – | – | 0.1% | 102 |
|
|
2023
Q1 | $275K | Hold |
932
| – | – | 0.09% | 104 |
|
|
2022
Q4 | $294K | Buy |
932
+4
| +0.4% | +$1.22K | 0.11% | 96 |
|
|
2022
Q3 | $256K | Hold |
928
| – | – | 0.11% | 93 |
|
|
2022
Q2 | $255K | Buy |
928
+8
| +0.9% | +$2.36K | 0.1% | 101 |
|
|
2022
Q1 | $275K | Hold |
920
| – | – | 0.09% | 127 |
|
|
2021
Q4 | $382K | Hold |
920
| – | – | 0.12% | 97 |
|
|
2021
Q3 | $302K | Hold |
920
| – | – | 0.1% | 110 |
|
|
2021
Q2 | $293K | Hold |
920
| – | – | 0.09% | 124 |
|
|
2021
Q1 | $281K | Hold |
920
| – | – | 0.1% | 125 |
|
|
2020
Q4 | $244K | Hold |
920
| – | – | 0.1% | 114 |
|
|
2020
Q3 | $255K | Sell |
920
-1,125
| -55% | -$305K | 0.13% | 98 |
|
|
2020
Q2 | $512K | Hold |
2,045
| – | – | 0.28% | 75 |
|
|
2020
Q1 | $382K | Buy |
2,045
+870
| +74% | +$191K | 0.28% | 68 |
|
|
2019
Q4 | $257K | Sell |
1,175
-250
| -18% | -$56.6K | 0.17% | 95 |
|
|
2019
Q3 | $331K | Hold |
1,425
| – | – | 0.24% | 75 |
|
|
2019
Q2 | $296K | Sell |
1,425
-100
| -7% | -$19.9K | 0.2% | 88 |
|
|
2019
Q1 | $293K | Buy |
1,525
+100
| +7% | +$18.3K | 0.21% | 88 |
|
|
2018
Q4 | $245K | Buy |
1,425
+300
| +27% | +$53.8K | 0.24% | 86 |
|
|
2018
Q3 | $233K | Hold |
1,125
| – | – | 0.17% | 92 |
|
|
2018
Q2 | $219K | Hold |
1,125
| – | – | 0.19% | 89 |
|
|
2018
Q1 | $201K | Hold |
1,125
| – | – | 0.16% | 92 |
|
|
2017
Q4 | $213K | Buy |
+1,125
| New | +$194K | 0.18% | 90 |
|
Other funds holding HD
LMFP
SP
RG
HCM
SMDAM
Poehling Capital Management's HD Position: Q2 2026 in Review
Poehling Capital Management increased its Home Depot (HD) stake by 3.1% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,054 shares worth $372K. The position accounts for 0.08% of the portfolio, ranked #123.
Poehling Capital Management first reported a position in HD in Q4 2017 and has held it in 35 quarters since. The position peaked at $512K in Q2 2020. 1,250 funds tracked by Wall St. Rank hold HD as of Q2 2026.
- Poehling Capital Management held 1,054 shares of Home Depot worth $372K as of Q2 2026.
- Poehling Capital Management bought 32 Home Depot shares in Q2 2026, an estimated $10.4K.
- Home Depot made up 0.08% of Poehling Capital Management's portfolio in Q2 2026, its #123 holding.
- Poehling Capital Management first reported a position in Home Depot in Q4 2017 and has held it in 35 quarters since.
- Poehling Capital Management's Home Depot position peaked at $512K in Q2 2020.
- 1,250 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.
Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.