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Schrum Private Wealth Management’s Home Depot HD Stock Holding History

Schrum Private Wealth 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 		$1.11M Sell
3,368
-20
-0.6% -$7.29K 0.85% 34
2025
Q4 		$1.17M Buy
3,388
+3
+0.1% +$1.1K 0.86% 32
2025
Q3 		$1.37M Buy
3,385
+25
+0.7% +$9.83K 1.01% 26
2025
Q2 		$1.23M Buy
3,360
+2
+0.1% +$724 0.99% 27
2025
Q1 		$1.23M Sell
3,358
-82
-2% -$32K 1.08% 27
2024
Q4 		$1.34M Sell
3,440
-1,266
-27% -$517K 1.13% 24
2024
Q3 		$1.91M Buy
4,706
+1,261
+37% +$460K 0.99% 24
2024
Q2 		$1.19M Buy
3,445
+3
+0.1% +$1.02K 1.07% 26
2024
Q1 		$1.32M Buy
3,442
+1,086
+46% +$397K 1.2% 22
2023
Q4 		$816K Sell
2,356
-1,082
-31% -$335K 1.16% 26
2023
Q3 		$1.04M Buy
3,438
+3
+0.1% +$965 1.18% 23
2023
Q2 		$1.07M Buy
3,435
+2
+0.1% +$591 1.15% 24
2023
Q1 		$1.01M Buy
3,433
+12
+0.4% +$3.68K 1.17% 24
2022
Q4 		$1.08M Sell
3,421
-3
-0.1% -$914 1.28% 23
2022
Q3 		$944K Sell
3,424
-619
-15% -$183K 1.19% 24
2022
Q2 		$1.11M Buy
4,043
+3
+0.1% +$886 1.25% 22
2022
Q1 		$1.21M Sell
4,040
-38
-0.9% -$13.2K 1.21% 21
2021
Q4 		$1.69M Buy
+4,078
New +$1.55M 1.54% 15

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

Schrum Private Wealth Management's HD Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Home Depot (HD) stake by 0.59% in Q1 2026, selling an estimated $7.29K and leaving 3,368 shares worth $1.11M. The position accounts for 0.85% of the portfolio, ranked #34.

Schrum Private Wealth Management first reported a position in HD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.91M in Q3 2024. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Schrum Private Wealth Management held 3,368 shares of Home Depot worth $1.11M as of Q1 2026.
  • Schrum Private Wealth Management sold 20 Home Depot shares in Q1 2026, an estimated $7.29K.
  • Home Depot made up 0.85% of Schrum Private Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Schrum Private Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's Home Depot position peaked at $1.91M in Q3 2024.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.