Summit Financial Wealth Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $269K | Buy |
+763
| New | +$248K | 0.03% | 185 |
|
|
2026
Q1 | – | Sell |
-2,217
| Closed | -$763K | – | 204 |
|
|
2025
Q4 | $763K | Sell |
2,217
-188
| -8% | -$68.9K | 0.11% | 83 |
|
|
2025
Q3 | $955K | Buy |
2,405
+189
| +9% | +$74.3K | 0.15% | 69 |
|
|
2025
Q2 | $812K | Buy |
2,216
+20
| +0.9% | +$7.24K | 0.15% | 71 |
|
|
2025
Q1 | $805K | Buy |
2,196
+55
| +3% | +$21.4K | 0.16% | 66 |
|
|
2024
Q4 | $875K | Buy |
2,141
+1,375
| +180% | +$562K | 0.17% | 65 |
|
|
2024
Q3 | $310K | Hold |
766
| – | – | 0.06% | 115 |
|
|
2024
Q2 | $264K | Buy |
766
+6
| +0.8% | +$2.05K | 0.05% | 119 |
|
|
2024
Q1 | $292K | Buy |
760
+64
| +9% | +$23.4K | 0.06% | 104 |
|
|
2023
Q4 | $241K | Sell |
696
-42
| -6% | -$13K | 0.05% | 110 |
|
|
2023
Q3 | $218K | Sell |
738
-658
| -47% | -$212K | 0.05% | 110 |
|
|
2023
Q2 | $434K | Hold |
1,396
| – | – | 0.1% | 79 |
|
|
2023
Q1 | $412K | Buy |
1,396
+129
| +10% | +$39.6K | 0.1% | 88 |
|
|
2022
Q4 | $400K | Hold |
1,267
| – | – | 0.1% | 89 |
|
|
2022
Q3 | $369K | Sell |
1,267
-286
| -18% | -$84.4K | 0.11% | 81 |
|
|
2022
Q2 | $475K | Buy |
1,553
+333
| +27% | +$98.3K | 0.11% | 82 |
|
|
2022
Q1 | $365K | Sell |
1,220
-128
| -9% | -$44.4K | 0.07% | 99 |
|
|
2021
Q4 | $557K | Sell |
1,348
-70
| -5% | -$26.6K | 0.11% | 83 |
|
|
2021
Q3 | $465K | Buy |
1,418
+9
| +0.6% | +$2.96K | 0.11% | 85 |
|
|
2021
Q2 | $449K | Buy |
1,409
+520
| +58% | +$165K | 0.1% | 85 |
|
|
2021
Q1 | $236K | Buy |
889
+146
| +20% | +$40.2K | 0.06% | 96 |
|
|
2020
Q4 | $206K | Sell |
743
-368
| -33% | -$101K | 0.06% | 95 |
|
|
2020
Q3 | $301K | Sell |
1,111
-106
| -9% | -$28.7K | 0.08% | 90 |
|
|
2020
Q2 | $303K | Buy |
1,217
+20
| +2% | +$4.58K | 0.08% | 92 |
|
|
2020
Q1 | $229K | Hold |
1,197
| – | – | 0.07% | 108 |
|
|
2019
Q4 | $277K | Sell |
1,197
-40
| -3% | -$9.06K | 0.07% | 114 |
|
|
2019
Q3 | $290K | Hold |
1,237
| – | – | 0.07% | 121 |
|
|
2019
Q2 | $257K | Hold |
1,237
| – | – | 0.06% | 132 |
|
|
2019
Q1 | $246K | Sell |
1,237
-58
| -4% | -$10.6K | 0.07% | 118 |
|
|
2018
Q4 | $223K | Buy |
1,295
+241
| +23% | +$43.2K | 0.07% | 115 |
|
|
2018
Q3 | $201K | Buy |
+1,054
| New | +$212K | 0.06% | 137 |
|
|
2016
Q2 | – | Sell |
-1,522
| Closed | -$203K | – | 148 |
|
|
2016
Q1 | $203K | Buy |
+1,522
| New | +$190K | 0.09% | 130 |
|
|
2015
Q4 | – | Sell |
-507
| Closed | -$58K | – | 160 |
|
|
2015
Q3 | $58K | Hold |
507
| – | – | 0.04% | 115 |
|
|
2015
Q2 | $56K | Buy |
+507
| New | +$56.8K | 0.03% | 132 |
|
Other funds holding HD
Summit Financial Wealth Advisors's HD Position: Q2 2026 in Review
Summit Financial Wealth Advisors opened a new position in Home Depot (HD) in Q2 2026: 763 shares worth $269K. The stake represents 0.03% of the portfolio and ranks #185 among its holdings. This is a return to the name: Summit Financial Wealth Advisors previously reported a position in HD as recently as Q4 2025.
Summit Financial Wealth Advisors first reported a position in HD in Q2 2015 and has held it in 34 quarters since. The position peaked at $955K in Q3 2025. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.
- Summit Financial Wealth Advisors held 763 shares of Home Depot worth $269K as of Q2 2026.
- Home Depot was a new Summit Financial Wealth Advisors position in Q2 2026.
- Home Depot made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #185 holding.
- Summit Financial Wealth Advisors first reported a position in Home Depot in Q2 2015 and has held it in 34 quarters since.
- Summit Financial Wealth Advisors's Home Depot position peaked at $955K in Q3 2025.
- 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.
Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.