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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
Q2 		$1.16M Sell
3,360
-8
-0.2% -$2.6K 1.2% 22
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schrum Private Wealth Management's HD Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its Home Depot (HD) stake by 0.24% in Q2 2026, selling an estimated $2.6K and leaving 3,360 shares worth $1.16M. The position accounts for 1.2% of the portfolio, ranked #22.

Schrum Private Wealth Management first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.91M in Q3 2024. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Schrum Private Wealth Management held 3,360 shares of Home Depot worth $1.16M as of Q2 2026.
  • Schrum Private Wealth Management sold 8 Home Depot shares in Q2 2026, an estimated $2.6K.
  • Home Depot made up 1.2% of Schrum Private Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Schrum Private Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Schrum Private Wealth Management's Home Depot position peaked at $1.91M in Q3 2024.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.