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Stephenson & Company’s Home Depot HD Stock Holding History

Stephenson & Company’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 		$285K Hold
867
– – 0.15% 30
2025
Q4 		$298K Hold
867
– – 0.16% 31
2025
Q3 		$351K Sell
867
-8
-0.9% -$3.15K 0.2% 26
2025
Q2 		$321K Buy
875
+29
+3% +$10.5K 0.19% 27
2025
Q1 		$310K Buy
846
+7
+0.8% +$2.73K 0.2% 24
2024
Q4 		$326K Hold
839
– – 0.22% 23
2024
Q3 		$340K Hold
839
– – 0.23% 24
2024
Q2 		$289K Hold
839
– – 0.21% 28
2024
Q1 		$322K Sell
839
-3
-0.4% -$1.1K 0.24% 23
2023
Q4 		$292K Buy
+842
New +$261K 0.24% 25

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

Stephenson & Company's HD Position: Q1 2026 in Review

Stephenson & Company held its Home Depot (HD) position steady in Q1 2026 at 867 shares worth $285K. The position accounts for 0.15% of the portfolio, ranked #30.

Stephenson & Company first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $351K in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Stephenson & Company held 867 shares of Home Depot worth $285K as of Q1 2026.
  • Stephenson & Company left its Home Depot share count unchanged in Q1 2026.
  • Home Depot made up 0.15% of Stephenson & Company's portfolio in Q1 2026, its #30 holding.
  • Stephenson & Company first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
  • Stephenson & Company's Home Depot position peaked at $351K in Q3 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Stephenson & Company's 13F filing for Q1 2026, filed 12 May 2026.