VWM
HD icon

Valley Wealth Managers’s Home Depot HD Stock Holding History

Valley Wealth Managers’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 		$3.86M Buy
11,735
+268
+2% +$97.7K 0.25% 94
2025
Q4 		$3.95M Buy
11,467
+388
+4% +$142K 0.25% 91
2025
Q3 		$4.49M Buy
11,079
+265
+2% +$104K 0.3% 73
2025
Q2 		$3.96M Buy
10,814
+353
+3% +$128K 0.29% 85
2025
Q1 		$3.83M Sell
10,461
-194
-2% -$75.6K 0.29% 80
2024
Q4 		$4.14M Sell
10,655
-1,285
-11% -$525K 0.31% 67
2024
Q3 		$4.84M Sell
11,940
-496
-4% -$181K 0.36% 57
2024
Q2 		$4.28M Sell
12,436
-837
-6% -$286K 0.34% 62
2024
Q1 		$5.09M Sell
13,273
-1,103
-8% -$403K 0.38% 59
2023
Q4 		$4.98M Sell
14,376
-630
-4% -$195K 0.39% 61
2023
Q3 		$4.53M Sell
15,006
-429
-3% -$138K 0.38% 65
2023
Q2 		$4.79M Sell
15,435
-789
-5% -$233K 0.43% 51
2023
Q1 		$4.79M Buy
16,224
+1,456
+10% +$446K 0.44% 55
2022
Q4 		$4.66M Sell
14,768
-107
-0.7% -$32.6K 0.43% 60
2022
Q3 		$4.11M Sell
14,875
-687
-4% -$203K 0.41% 59
2022
Q2 		$4.27M Buy
15,562
+300
+2% +$88.6K 0.4% 63
2022
Q1 		$4.57M Buy
15,262
+249
+2% +$86.4K 0.38% 61
2021
Q4 		$6.23M Sell
15,013
-698
-4% -$266K 0.5% 50
2021
Q3 		$5.16M Sell
15,711
-48
-0.3% -$15.8K 0.45% 51
2021
Q2 		$5.03M Buy
15,759
+553
+4% +$176K 0.43% 50
2021
Q1 		$4.64M Buy
15,206
+723
+5% +$199K 0.42% 50
2020
Q4 		$3.85M Sell
14,483
-150
-1% -$41.2K 0.38% 55
2020
Q3 		$4.06M Sell
14,633
-1,882
-11% -$510K 0.45% 51
2020
Q2 		$4.14M Sell
16,515
-1,640
-9% -$375K 0.46% 50
2020
Q1 		$3.39M Sell
18,155
-233
-1% -$51.1K 0.44% 51
2019
Q4 		$4.02M Buy
18,388
+1,976
+12% +$448K 0.4% 49
2019
Q3 		$3.81M Sell
16,412
-2,130
-11% -$466K 0.4% 48
2019
Q2 		$3.86M Buy
18,542
+2,260
+14% +$451K 0.41% 49
2019
Q1 		$3.12M Buy
16,282
+405
+3% +$74.3K 0.34% 52
2018
Q4 		$2.73M Buy
15,877
+772
+5% +$138K 0.36% 51
2018
Q3 		$3.13M Buy
15,105
+1,250
+9% +$252K 0.37% 46
2018
Q2 		$2.7M Sell
13,855
-1,110
-7% -$207K 0.33% 46
2018
Q1 		$2.67M Buy
14,965
+30
+0.2% +$5.63K 0.32% 47
2017
Q4 		$2.83M Sell
14,935
-590
-4% -$102K 0.34% 48
2017
Q3 		$2.54M Sell
15,525
-475
-3% -$72.8K 0.32% 48
2017
Q2 		$2.45M Sell
16,000
-2,063
-11% -$316K 0.33% 50
2017
Q1 		$2.65M Buy
18,063
+11,901
+193% +$1.69M 0.35% 52
2016
Q4 		$827K Sell
6,162
-18
-0.3% -$2.32K 0.12% 91
2016
Q3 		$795K Buy
6,180
+600
+11% +$80K 0.12% 91
2016
Q2 		$713K Buy
5,580
+3,600
+182% +$476K 0.11% 91
2016
Q1 		$264K Buy
+1,980
New +$247K 0.04% 100

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

Valley Wealth Managers's HD Position: Q1 2026 in Review

Valley Wealth Managers increased its Home Depot (HD) stake by 2.3% in Q1 2026, buying an estimated $97.7K and bringing the position to 11,735 shares worth $3.86M. The position accounts for 0.25% of the portfolio, ranked #94.

Valley Wealth Managers first reported a position in HD in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.23M in Q4 2021. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Valley Wealth Managers held 11,735 shares of Home Depot worth $3.86M as of Q1 2026.
  • Valley Wealth Managers bought 268 Home Depot shares in Q1 2026, an estimated $97.7K.
  • Home Depot made up 0.25% of Valley Wealth Managers's portfolio in Q1 2026, its #94 holding.
  • Valley Wealth Managers first reported a position in Home Depot in Q1 2016 and has held it in 41 quarters since.
  • Valley Wealth Managers's Home Depot position peaked at $6.23M in Q4 2021.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.