Schaeffer Financial’s Home Depot HD Stock Holding History

Schaeffer Financial’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	$242K	Hold	736	–	–	0.2%	21
2025 Q4	$253K	Hold	736	–	–	0.22%	19
2025 Q3	$298K	Hold	736	–	–	0.27%	14
2025 Q2	$270K	Hold	736	–	–	0.26%	13
2025 Q1	$270K	Hold	736	–	–	0.3%	13
2024 Q4	$286K	Hold	736	–	–	0.29%	13
2024 Q3	$298K	Hold	736	–	–	0.3%	12
2024 Q2	$253K	Hold	736	–	–	0.28%	13
2024 Q1	$282K	Hold	736	–	–	0.28%	13
2023 Q4	$255K	Buy	+736	New	+$228K	0.27%	14
2022 Q3	$370K	Hold	1,340	–	–	0.69%	10
2022 Q2	$368K	Hold	1,340	–	–	0.6%	10
2022 Q1	$401K	Hold	1,340	–	–	0.54%	10
2021 Q4	$556K	Buy	+1,340	New	+$510K	0.7%	10

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

Schaeffer Financial's HD Position: Q1 2026 in Review

Schaeffer Financial held its Home Depot (HD) position steady in Q1 2026 at 736 shares worth $242K. The position accounts for 0.2% of the portfolio, ranked #21.

Schaeffer Financial first reported a position in HD in Q4 2021 and has held it in 14 quarters since. The position peaked at $556K in Q4 2021. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Schaeffer Financial held 736 shares of Home Depot worth $242K as of Q1 2026.
Schaeffer Financial left its Home Depot share count unchanged in Q1 2026.
Home Depot made up 0.2% of Schaeffer Financial's portfolio in Q1 2026, its #21 holding.
Schaeffer Financial first reported a position in Home Depot in Q4 2021 and has held it in 14 quarters since.
Schaeffer Financial's Home Depot position peaked at $556K in Q4 2021.
4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Schaeffer Financial's 13F filing for Q1 2026, filed 27 Apr 2026.