Strategic Planning Group’s Home Depot HD Stock Holding History

Strategic Planning Group’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	-14,357	Closed	-$4.94M	–	80
2025 Q4	$4.94M	Buy	14,357 +1,720	+14%	+$630K	0.64%	58
2025 Q3	$5.12M	Buy	12,637 +3,432	+37%	+$1.35M	0.69%	56
2025 Q2	$3.37M	Buy	9,205 +518	+6%	+$187K	0.55%	62
2025 Q1	$3.18M	Buy	8,687 +1,447	+20%	+$564K	0.62%	60
2024 Q4	$2.82M	Buy	7,240 +276	+4%	+$113K	0.52%	65
2024 Q3	$2.82M	Buy	6,964 +503	+8%	+$183K	0.56%	63
2024 Q2	$2.22M	Buy	6,461 +835	+15%	+$285K	0.49%	67
2024 Q1	$2.16M	Sell	5,626 -793	-12%	-$290K	0.54%	61
2023 Q4	$2.22M	Buy	+6,419	New	+$1.99M	0.74%	43

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

Strategic Planning Group's HD Position: Q1 2026 in Review

Strategic Planning Group sold out of Home Depot (HD) in Q1 2026, closing a stake of 14,357 shares — an estimated $4.94M sold.

Strategic Planning Group first reported a position in HD in Q4 2023 and held it in 9 quarters. The position peaked at $5.12M in Q3 2025. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Strategic Planning Group reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
Strategic Planning Group sold 14,357 Home Depot shares in Q1 2026, an estimated $4.94M.
Strategic Planning Group first reported a position in Home Depot in Q4 2023 and held it in 9 quarters.
Strategic Planning Group's Home Depot position peaked at $5.12M in Q3 2025.
4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Strategic Planning Group's 13F filing for Q1 2026, filed 22 Apr 2026.