SWR
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Spahn Wealth & Retirement’s Home Depot HD Stock Holding History

Spahn Wealth & Retirement’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 		$1.78M Hold
5,058
– – 1.15% 21
2026
Q1 		$1.66M Hold
5,058
– – 2.12% 17
2025
Q4 		$1.74M Hold
5,058
– – 1.08% 25
2025
Q3 		$2.05M Hold
5,058
– – 1.21% 26
2025
Q2 		$1.85M Hold
5,058
– – 1.19% 25
2025
Q1 		$1.85M Hold
5,058
– – 1.36% 23
2024
Q4 		$1.97M Buy
+5,058
New +$2.07M 1.29% 21

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

Spahn Wealth & Retirement's HD Position: Q2 2026 in Review

Spahn Wealth & Retirement held its Home Depot (HD) position steady in Q2 2026 at 5,058 shares worth $1.78M. The position accounts for 1.15% of the portfolio, ranked #21.

Spahn Wealth & Retirement first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.05M in Q3 2025. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Spahn Wealth & Retirement held 5,058 shares of Home Depot worth $1.78M as of Q2 2026.
  • Spahn Wealth & Retirement left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 1.15% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #21 holding.
  • Spahn Wealth & Retirement first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Spahn Wealth & Retirement's Home Depot position peaked at $2.05M in Q3 2025.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.