SWM
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Schwallier Wealth Management’s Home Depot HD Stock Holding History

Schwallier 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 		– Sell
-590
Closed -$221K – 62
2025
Q4 		$221K Buy
+590
New +$216K 0.14% 54
2024
Q1 		– Sell
-583
Closed -$202K – 32
2023
Q4 		$202K Buy
+583
New +$181K 0.17% 35

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

Schwallier Wealth Management's HD Position: Q1 2026 in Review

Schwallier Wealth Management sold out of Home Depot (HD) in Q1 2026, closing a stake of 590 shares — an estimated $221K sold.

Schwallier Wealth Management first reported a position in HD in Q4 2023 and held it in 2 quarters. The position peaked at $221K in Q4 2025. 4,117 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Schwallier Wealth Management reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
  • Schwallier Wealth Management sold 590 Home Depot shares in Q1 2026, an estimated $221K.
  • Schwallier Wealth Management first reported a position in Home Depot in Q4 2023 and held it in 2 quarters.
  • Schwallier Wealth Management's Home Depot position peaked at $221K in Q4 2025.
  • 4,117 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.