TWM
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Tradition Wealth Management’s Home Depot HD Stock Holding History

Tradition Wealth 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
Q1 		$1.49M Sell
4,530
-172
-4% -$62.7K 0.11% 165
2025
Q4 		$1.62M Sell
4,702
-70
-1% -$25.6K 0.12% 154
2025
Q3 		$1.93M Buy
4,772
+158
+3% +$62.1K 0.14% 136
2025
Q2 		$1.69M Buy
4,614
+120
+3% +$43.4K 0.14% 143
2025
Q1 		$1.65M Buy
4,494
+187
+4% +$72.9K 0.14% 134
2024
Q4 		$1.68M Buy
4,307
+29
+0.7% +$11.8K 0.15% 126
2024
Q3 		$1.73M Sell
4,278
-199
-4% -$72.6K 0.15% 119
2024
Q2 		$1.54M Buy
4,477
+11
+0.2% +$3.75K 0.15% 121
2024
Q1 		$1.71M Buy
4,466
+185
+4% +$67.6K 0.17% 113
2023
Q4 		$1.48M Sell
4,281
-50
-1% -$15.5K 0.16% 113
2023
Q3 		$1.31M Sell
4,331
-426
-9% -$137K 0.16% 107
2023
Q2 		$1.48M Buy
4,757
+106
+2% +$31.3K 0.17% 101
2023
Q1 		$1.37M Buy
4,651
+861
+23% +$264K 0.17% 100
2022
Q4 		$1.2M Buy
3,790
+26
+0.7% +$7.92K 0.17% 98
2022
Q3 		$1.04M Buy
3,764
+52
+1% +$15.3K 0.16% 105
2022
Q2 		$1.02M Buy
3,712
+162
+5% +$47.8K 0.15% 109
2022
Q1 		$1.06M Buy
3,550
+129
+4% +$44.7K 0.14% 123
2021
Q4 		$1.42M Sell
3,421
-17
-0.5% -$6.47K 0.18% 112
2021
Q3 		$1.13M Buy
3,438
+54
+2% +$17.7K 0.16% 117
2021
Q2 		$1.08M Buy
3,384
+8
+0.2% +$2.54K 0.16% 117
2021
Q1 		$1.03M Buy
3,376
+448
+15% +$123K 0.18% 103
2020
Q4 		$778K Buy
+2,928
New +$805K 0.15% 114

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tradition Wealth Management's HD Position: Q1 2026 in Review

Tradition Wealth Management reduced its Home Depot (HD) stake by 3.7% in Q1 2026, selling an estimated $62.7K and leaving 4,530 shares worth $1.49M. The position accounts for 0.11% of the portfolio, ranked #165.

Tradition Wealth Management first reported a position in HD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.93M in Q3 2025. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Tradition Wealth Management held 4,530 shares of Home Depot worth $1.49M as of Q1 2026.
  • Tradition Wealth Management sold 172 Home Depot shares in Q1 2026, an estimated $62.7K.
  • Home Depot made up 0.11% of Tradition Wealth Management's portfolio in Q1 2026, its #165 holding.
  • Tradition Wealth Management first reported a position in Home Depot in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Home Depot position peaked at $1.93M in Q3 2025.
  • 4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.