SSWM
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Smith Salley Wealth Management’s Home Depot HD Stock Holding History

Smith Salley 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 		$7.63M Buy
21,622
+170
+0.8% +$55.3K 0.33% 63
2026
Q1 		$7.06M Buy
21,452
+442
+2% +$161K 0.35% 62
2025
Q4 		$7.23M Buy
21,010
+1,091
+5% +$400K 0.36% 61
2025
Q3 		$8.07M Buy
19,919
+136
+0.7% +$53.5K 0.42% 54
2025
Q2 		$7.25M Buy
19,783
+1,053
+6% +$381K 0.42% 52
2025
Q1 		$6.86M Sell
18,730
-1,630
-8% -$635K 0.45% 53
2024
Q4 		$7.92M Buy
20,360
+1,019
+5% +$416K 0.51% 49
2024
Q3 		$7.84M Buy
19,341
+1,571
+9% +$573K 0.51% 51
2024
Q2 		$6.12M Buy
17,770
+827
+5% +$282K 0.44% 52
2024
Q1 		$6.5M Sell
16,943
-5,305
-24% -$1.94M 0.5% 52
2023
Q4 		$7.71M Sell
22,248
-472
-2% -$146K 0.5% 51
2023
Q3 		$6.86M Sell
22,720
-1,176
-5% -$378K 0.51% 53
2023
Q2 		$7.42M Buy
23,896
+4,247
+22% +$1.25M 0.55% 51
2023
Q1 		$5.8M Buy
19,649
+312
+2% +$95.7K 0.46% 54
2022
Q4 		$6.11M Buy
19,337
+78
+0.4% +$23.8K 0.52% 53
2022
Q3 		$5.31M Buy
19,259
+240
+1% +$70.8K 0.49% 54
2022
Q2 		$5.22M Buy
19,019
+1,151
+6% +$340K 0.45% 58
2022
Q1 		$5.35M Buy
17,868
+942
+6% +$327K 0.4% 63
2021
Q4 		$7.02M Buy
16,926
+13
+0.1% +$4.95K 0.5% 55
2021
Q3 		$5.55M Buy
16,913
+567
+3% +$186K 0.44% 58
2021
Q2 		$5.21M Sell
16,346
-3,898
-19% -$1.24M 0.42% 59
2021
Q1 		$6.18M Buy
20,244
+1,173
+6% +$323K 0.55% 52
2020
Q4 		$5.07M Buy
19,071
+490
+3% +$135K 0.51% 51
2020
Q3 		$5.16M Buy
18,581
+301
+2% +$81.5K 0.62% 51
2020
Q2 		$4.58M Buy
18,280
+5,649
+45% +$1.29M 0.61% 49
2020
Q1 		$2.36M Buy
12,631
+10,656
+540% +$2.34M 0.39% 65
2019
Q4 		$431K Buy
1,975
+258
+15% +$58.4K 0.06% 138
2019
Q3 		$398K Buy
1,717
+47
+3% +$10.3K 0.06% 139
2019
Q2 		$347K Buy
1,670
+200
+14% +$39.9K 0.05% 149
2019
Q1 		$282K Sell
1,470
-49
-3% -$8.99K 0.05% 155
2018
Q4 		$261K Buy
1,519
+54
+4% +$9.68K 0.05% 148
2018
Q3 		$304K Sell
1,465
-162
-10% -$32.6K 0.05% 153
2018
Q2 		$317K Buy
1,627
+349
+27% +$65.2K 0.05% 144
2018
Q1 		$228K Buy
1,278
+14
+1% +$2.63K 0.04% 167
2017
Q4 		$240K Buy
+1,264
New +$218K 0.04% 162

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Smith Salley Wealth Management's HD Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Home Depot (HD) stake by 0.79% in Q2 2026, buying an estimated $55.3K and bringing the position to 21,622 shares worth $7.63M. The position accounts for 0.33% of the portfolio, ranked #63.

Smith Salley Wealth Management first reported a position in HD in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.07M in Q3 2025. 1,275 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Smith Salley Wealth Management held 21,622 shares of Home Depot worth $7.63M as of Q2 2026.
  • Smith Salley Wealth Management bought 170 Home Depot shares in Q2 2026, an estimated $55.3K.
  • Home Depot made up 0.33% of Smith Salley Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Smith Salley Wealth Management first reported a position in Home Depot in Q4 2017 and has held it in 35 quarters since.
  • Smith Salley Wealth Management's Home Depot position peaked at $8.07M in Q3 2025.
  • 1,275 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.