Smith & Howard Wealth Management’s Home Depot HD Stock Holding History

Smith & Howard 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	$1.26M	Sell	3,826 -291	-7%	-$106K	0.27%	34
2025 Q4	$1.42M	Sell	4,117 -125	-3%	-$45.8K	0.32%	34
2025 Q3	$1.72M	Sell	4,242 -711	-14%	-$280K	0.4%	32
2025 Q2	$1.82M	Buy	4,953 +96	+2%	+$34.7K	0.46%	28
2025 Q1	$1.78M	Buy	4,857 +137	+3%	+$53.4K	0.49%	27
2024 Q4	$1.84M	Sell	4,720 -18	-0.4%	-$7.35K	0.52%	27
2024 Q3	$1.92M	Sell	4,738 -88	-2%	-$32.1K	0.54%	28
2024 Q2	$1.66M	Buy	4,826 +32	+0.7%	+$10.9K	0.49%	31
2024 Q1	$1.84M	Sell	4,794 -87	-2%	-$31.8K	0.57%	28
2023 Q4	$1.69M	Hold	4,881	–	–	0.6%	28
2023 Q3	$1.47M	Sell	4,881 -63	-1%	-$20.3K	0.52%	31
2023 Q2	$1.54M	Buy	4,944 +22	+0.4%	+$6.5K	0.54%	30
2023 Q1	$1.45M	Sell	4,922 -33	-0.7%	-$10.1K	0.5%	32
2022 Q4	$1.57M	Buy	4,955 +50	+1%	+$15.2K	0.6%	29
2022 Q3	$1.35M	Sell	4,905 -248	-5%	-$73.2K	0.58%	30
2022 Q2	$1.41M	Buy	5,153 +2,077	+68%	+$613K	0.6%	29
2022 Q1	$921K	Sell	3,076 -200	-6%	-$69.4K	0.39%	31
2021 Q4	$1.36M	Sell	3,276 -24	-0.7%	-$9.14K	0.62%	29
2021 Q3	$1.08M	Buy	3,300 +507	+18%	+$166K	0.51%	29
2021 Q2	$891K	Sell	2,793 -272	-9%	-$86.5K	0.42%	31
2021 Q1	$936K	Sell	3,065 -10	-0.3%	-$2.76K	0.47%	29
2020 Q4	$817K	Sell	3,075 -18	-0.6%	-$4.95K	0.44%	28
2020 Q3	$859K	Sell	3,093 -34	-1%	-$9.21K	0.51%	28
2020 Q2	$783K	Sell	3,127 -230	-7%	-$52.6K	0.49%	30
2020 Q1	$627K	Sell	3,357 -84	-2%	-$18.4K	0.4%	36
2019 Q4	$752K	Buy	3,441 +317	+10%	+$71.8K	0.26%	40
2019 Q3	$725K	Buy	3,124 +146	+5%	+$31.9K	0.29%	37
2019 Q2	$619K	Sell	2,978 -692	-19%	-$138K	0.26%	30
2019 Q1	$704K	Sell	3,670 -228	-6%	-$41.8K	0.35%	27
2018 Q4	$670K	Sell	3,898 -375	-9%	-$67.2K	0.37%	24
2018 Q3	$885K	Sell	4,273 -26	-0.6%	-$5.23K	0.37%	24
2018 Q2	$839K	Buy	4,299 +947	+28%	+$177K	0.37%	23
2018 Q1	$597K	Sell	3,352 -149	-4%	-$28K	0.26%	26
2017 Q4	$664K	Hold	3,501	–	–	0.31%	24
2017 Q3	$573K	Sell	3,501 -389	-10%	-$59.6K	0.27%	25
2017 Q2	$597K	Buy	3,890 +123	+3%	+$18.9K	0.28%	26
2017 Q1	$553K	Sell	3,767 -381	-9%	-$54K	0.27%	25
2016 Q4	$556K	Sell	4,148 -84	-2%	-$10.8K	0.29%	26
2016 Q3	$545K	Buy	4,232 +65	+2%	+$8.66K	0.28%	27
2016 Q2	$532K	Sell	4,167 -1,607	-28%	-$213K	0.26%	28
2016 Q1	$770K	Sell	5,774 -30	-0.5%	-$3.74K	0.32%	23
2015 Q4	$768K	Buy	5,804 +1,185	+26%	+$151K	0.38%	24
2015 Q3	$533K	Buy	4,619 +201	+5%	+$23.3K	0.26%	23
2015 Q2	$491K	Buy	4,418 +1,414	+47%	+$158K	0.22%	26
2015 Q1	$341K	Sell	3,004 -186	-6%	-$20.5K	0.15%	40
2014 Q4	$335K	Sell	3,190 -1,499	-32%	-$146K	0.16%	33
2014 Q3	$430K	Buy	4,689 +2	+0%	+$172	0.22%	26
2014 Q2	$379K	Buy	4,687 +1	+0%	+$79	0.2%	26
2014 Q1	$371K	Buy	4,686 +51	+1%	+$4.06K	0.21%	24
2013 Q4	$382K	Buy	4,635 +514	+12%	+$40K	0.21%	25
2013 Q3	$313K	Sell	4,121 -1,330	-24%	-$103K	0.19%	26
2013 Q2	$422K	Buy	+5,451	New	+$410K	0.27%	22

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

Smith & Howard Wealth Management's HD Position: Q1 2026 in Review

Smith & Howard Wealth Management reduced its Home Depot (HD) stake by 7.1% in Q1 2026, selling an estimated $106K and leaving 3,826 shares worth $1.26M. The position accounts for 0.27% of the portfolio, ranked #34.

Smith & Howard Wealth Management first reported a position in HD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.92M in Q3 2024. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Smith & Howard Wealth Management held 3,826 shares of Home Depot worth $1.26M as of Q1 2026.
Smith & Howard Wealth Management sold 291 Home Depot shares in Q1 2026, an estimated $106K.
Home Depot made up 0.27% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #34 holding.
Smith & Howard Wealth Management first reported a position in Home Depot in Q2 2013 and has held it in 52 quarters since.
Smith & Howard Wealth Management's Home Depot position peaked at $1.92M in Q3 2024.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.