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Summit Financial’s Home Depot HD Stock Holding History

Summit Financial’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 		$12.8M Sell
36,251
-524
-1% -$170K 0.14% 131
2026
Q1 		$12.1M Buy
36,775
+1,904
+5% +$694K 0.15% 123
2025
Q4 		$12M Buy
34,871
+920
+3% +$337K 0.18% 110
2025
Q3 		$13.8M Buy
33,951
+1,939
+6% +$762K 0.21% 90
2025
Q2 		$11.7M Buy
32,012
+5,684
+22% +$2.06M 0.27% 66
2025
Q1 		$9.65M Buy
26,328
+2,199
+9% +$857K 0.27% 69
2024
Q4 		$9.39M Buy
24,129
+3,555
+17% +$1.45M 0.33% 54
2024
Q3 		$8.34M Buy
20,574
+2,652
+15% +$967K 0.33% 56
2024
Q2 		$6.17M Buy
17,922
+6,644
+59% +$2.27M 0.28% 59
2024
Q1 		$4.33M Sell
11,278
-163
-1% -$59.6K 0.26% 50
2023
Q4 		$3.96M Buy
11,441
+212
+2% +$65.7K 0.26% 53
2023
Q3 		$3.39M Buy
11,229
+1,107
+11% +$356K 0.25% 56
2023
Q2 		$3.14M Buy
10,122
+413
+4% +$122K 0.23% 63
2023
Q1 		$2.87M Sell
9,709
-223
-2% -$68.4K 0.25% 42
2022
Q4 		$3.14M Sell
9,932
-721
-7% -$220K 0.3% 40
2022
Q3 		$2.94M Buy
10,653
+1,402
+15% +$414K 0.28% 43
2022
Q2 		$2.54M Sell
9,251
-30
-0.3% -$8.86K 0.24% 48
2022
Q1 		$2.78M Buy
9,281
+1,653
+22% +$573K 0.22% 47
2021
Q4 		$3.17M Buy
7,628
+2,576
+51% +$981K 0.24% 40
2021
Q3 		$1.66M Buy
5,052
+2,558
+103% +$840K 0.14% 54
2021
Q2 		$795K Buy
+2,494
New +$793K 0.08% 63

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

Summit Financial's HD Position: Q2 2026 in Review

Summit Financial reduced its Home Depot (HD) stake by 1.4% in Q2 2026, selling an estimated $170K and leaving 36,251 shares worth $12.8M. The position accounts for 0.14% of the portfolio, ranked #131.

Summit Financial first reported a position in HD in Q2 2021 and has held it in 21 quarters since. The position peaked at $13.8M in Q3 2025. 4,112 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Summit Financial held 36,251 shares of Home Depot worth $12.8M as of Q2 2026.
  • Summit Financial sold 524 Home Depot shares in Q2 2026, an estimated $170K.
  • Home Depot made up 0.14% of Summit Financial's portfolio in Q2 2026, its #131 holding.
  • Summit Financial first reported a position in Home Depot in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's Home Depot position peaked at $13.8M in Q3 2025.
  • 4,112 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.