Sunbeam Capital Management’s Home Depot HD Stock Holding History

Sunbeam Capital Management’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	$810K	Buy	2,297 +99	+5%	+$32.2K	0.37%	55
2026 Q1	$723K	Buy	2,198 +21	+1%	+$7.65K	0.41%	48
2025 Q4	$749K	Buy	2,177 +25	+1%	+$9.16K	0.44%	45
2025 Q3	$872K	Buy	2,152 +74	+4%	+$29.1K	0.54%	39
2025 Q2	$762K	Buy	2,078 +657	+46%	+$238K	0.58%	38
2025 Q1	$521K	Buy	1,421 +8	+0.6%	+$3.12K	0.5%	39
2024 Q4	$550K	Buy	+1,413	New	+$577K	0.51%	37

Other funds holding HD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sunbeam Capital Management's HD Position: Q2 2026 in Review

Sunbeam Capital Management increased its Home Depot (HD) stake by 4.5% in Q2 2026, buying an estimated $32.2K and bringing the position to 2,297 shares worth $810K. The position accounts for 0.37% of the portfolio, ranked #55.

Sunbeam Capital Management first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $872K in Q3 2025. 2,050 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Sunbeam Capital Management held 2,297 shares of Home Depot worth $810K as of Q2 2026.
Sunbeam Capital Management bought 99 Home Depot shares in Q2 2026, an estimated $32.2K.
Home Depot made up 0.37% of Sunbeam Capital Management's portfolio in Q2 2026, its #55 holding.
Sunbeam Capital Management first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
Sunbeam Capital Management's Home Depot position peaked at $872K in Q3 2025.
2,050 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.