Summit Securities Group’s Home Depot HD Stock Holding History

Summit Securities 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
2022 Q1	–	Sell	-25,000	Closed	-$10.4M	–	1198
2021 Q4	$10.4M	Buy	25,000 +24,900	+24,900%	+$9.48M	0.49%	37
2021 Q3	$3.28M	Buy	+100	New	+$32.8K	0.26%	94
2021 Q1	–	Sell	-30	Closed	-$797K	–	658
2020 Q4	$797K	Buy	30 +13	+76%	+$3.57K	0.07%	268
2020 Q3	$472K	Sell	17 -36	-68%	-$9.75K	0.05%	233
2020 Q2	$1.33M	Buy	+53	New	+$12.1K	0.17%	118
2019 Q3	–	Sell	-45	Closed	-$936K	–	367
2019 Q2	$936K	Buy	45 +25	+125%	+$4.99K	0.11%	142
2019 Q1	$384K	Sell	20 -4	-17%	-$734	0.07%	141
2018 Q4	$412K	Buy	+24	New	+$4.3K	0.04%	216
2018 Q2	–	Sell	-54	Closed	-$962K	–	235
2018 Q1	$962K	Buy	+54	New	+$10.1K	0.24%	59
2017 Q2	–	Sell	-142	Closed	-$2.08M	–	304
2017 Q1	$2.08M	Buy	+142	New	+$20.1K	0.6%	37
2015 Q4	–	Sell	-51	Closed	-$232K	–	352
2015 Q3	$232K	Buy	+51	New	+$5.9K	0.17%	74

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

Summit Securities Group's HD Position: Q1 2026 in Review

Summit Securities Group increased its Home Depot (HD) stake by 547% in Q1 2026, buying an estimated $399K and bringing the position to 1,294 shares worth $426K. The position accounts for 0.05% of the portfolio, ranked #155.

Summit Securities Group first reported a position in HD in Q2 2013 and has held it in 44 quarters since. The position peaked at $13.6M in Q3 2019. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Summit Securities Group held 1,294 shares of Home Depot worth $426K as of Q1 2026.
Summit Securities Group bought 1,094 Home Depot shares in Q1 2026, an estimated $399K.
Home Depot made up 0.05% of Summit Securities Group's portfolio in Q1 2026, its #155 holding.
Summit Securities Group first reported a position in Home Depot in Q2 2013 and has held it in 44 quarters since.
Summit Securities Group's Home Depot position peaked at $13.6M in Q3 2019.
4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.