Primoris Wealth Advisors’s Home Depot HD Stock Holding History

Primoris Wealth Advisors’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	$502K	Sell	1,526 -2	-0.1%	-$729	0.35%	55
2025 Q4	$526K	Sell	1,528 -82	-5%	-$30K	0.31%	65
2025 Q3	$652K	Buy	1,610 +15	+0.9%	+$5.9K	0.41%	52
2025 Q2	$585K	Sell	1,595 -57	-3%	-$20.6K	0.4%	51
2025 Q1	$605K	Sell	1,652 -3	-0.2%	-$1.17K	0.47%	51
2024 Q4	$644K	Hold	1,655	–	–	0.49%	48
2024 Q3	$671K	Buy	1,655 +10	+0.6%	+$3.65K	0.49%	57
2024 Q2	$566K	Buy	1,645 +13	+0.8%	+$4.43K	0.45%	61
2024 Q1	$622K	Sell	1,632 -25	-2%	-$9.13K	0.5%	53
2023 Q4	$574K	Buy	1,657 +37	+2%	+$11.5K	0.54%	49
2023 Q3	$489K	Buy	1,620 +2	+0.1%	+$643	0.59%	42
2023 Q2	$503K	Hold	1,618	–	–	0.55%	41
2023 Q1	$478K	Buy	1,618 +5	+0.3%	+$1.53K	0.59%	40
2022 Q4	$509K	Hold	1,613	–	–	0.78%	33
2022 Q3	$446K	Hold	1,613	–	–	0.8%	34
2022 Q2	$442K	Buy	1,613 +80	+5%	+$23.6K	0.64%	41
2022 Q1	$458K	Hold	1,533	–	–	0.43%	46
2021 Q4	$636K	Buy	+1,533	New	+$584K	0.51%	51

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

Primoris Wealth Advisors's HD Position: Q1 2026 in Review

Primoris Wealth Advisors reduced its Home Depot (HD) stake by 0.13% in Q1 2026, selling an estimated $729 and leaving 1,526 shares worth $502K. The position accounts for 0.35% of the portfolio, ranked #55.

Primoris Wealth Advisors first reported a position in HD in Q4 2021 and has held it in 18 quarters since. The position peaked at $671K in Q3 2024. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Primoris Wealth Advisors held 1,526 shares of Home Depot worth $502K as of Q1 2026.
Primoris Wealth Advisors sold 2 Home Depot shares in Q1 2026, an estimated $729.
Home Depot made up 0.35% of Primoris Wealth Advisors's portfolio in Q1 2026, its #55 holding.
Primoris Wealth Advisors first reported a position in Home Depot in Q4 2021 and has held it in 18 quarters since.
Primoris Wealth Advisors's Home Depot position peaked at $671K in Q3 2024.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.