SWP Investment Management’s Home Depot HD Stock Holding History

SWP Investment 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
2025 Q4	–	Sell	-4,457	Closed	-$1.81M	–	51
2025 Q3	$1.81M	Buy	4,457 +396	+10%	+$156K	1.78%	30
2025 Q2	$1.49M	Buy	4,061 +52	+1%	+$18.8K	1.76%	38
2025 Q1	$1.47M	Buy	+4,009	New	+$1.56M	1.83%	35

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SWP Investment Management's HD Position: Q4 2025 in Review

SWP Investment Management sold out of Home Depot (HD) in Q4 2025, closing a stake of 4,457 shares — an estimated $1.81M sold.

SWP Investment Management first reported a position in HD in Q1 2025 and held it in 3 quarters. The position peaked at $1.81M in Q3 2025. 4,166 funds tracked by Wall St. Rank hold HD as of Q4 2025.

SWP Investment Management reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
SWP Investment Management sold 4,457 Home Depot shares in Q4 2025, an estimated $1.81M.
SWP Investment Management first reported a position in Home Depot in Q1 2025 and held it in 3 quarters.
SWP Investment Management's Home Depot position peaked at $1.81M in Q3 2025.
4,166 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on SWP Investment Management's 13F filing for Q4 2025, filed 1 Jul 2026.