WKWM
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Walter & Keenan Wealth Management’s Home Depot HD Stock Holding History

Walter & Keenan 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
Q2 		$3.26M Buy
9,249
+201
+2% +$65.4K 0.81% 31
2026
Q1 		$2.98M Sell
9,048
-35
-0.4% -$12.8K 0.84% 30
2025
Q4 		$3.13M Sell
9,083
-634
-7% -$232K 0.84% 31
2025
Q3 		$3.94M Buy
9,717
+16
+0.2% +$6.29K 1.09% 26
2025
Q2 		$3.56M Sell
9,701
-906
-9% -$328K 1.03% 28
2025
Q1 		$3.89M Buy
10,607
+216
+2% +$84.2K 1.17% 24
2024
Q4 		$4.04M Sell
10,391
-74
-0.7% -$30.2K 1.22% 23
2024
Q3 		$4.24M Buy
10,465
+147
+1% +$53.6K 1.29% 19
2024
Q2 		$3.55M Sell
10,318
-114
-1% -$38.9K 1.13% 22
2024
Q1 		$4M Sell
10,432
-430
-4% -$157K 1.31% 21
2023
Q4 		$3.76M Buy
10,862
+8
+0.1% +$2.48K 1.35% 23
2023
Q3 		$3.28M Sell
10,854
-114
-1% -$36.7K 1.28% 22
2023
Q2 		$3.41M Buy
10,968
+70
+0.6% +$20.7K 1.25% 23
2023
Q1 		$3.22M Buy
10,898
+107
+1% +$32.8K 1.22% 27
2022
Q4 		$3.41M Sell
10,791
-79
-0.7% -$24.1K 1.34% 24
2022
Q3 		$3M Buy
10,870
+89
+0.8% +$26.3K 1.27% 25
2022
Q2 		$2.96M Sell
10,781
-160
-1% -$47.2K 1.17% 29
2022
Q1 		$3.27M Buy
10,941
+155
+1% +$53.8K 1.11% 27
2021
Q4 		$4.48M Sell
10,786
-15
-0.1% -$5.71K 1.45% 20
2021
Q3 		$3.55M Sell
10,801
-305
-3% -$100K 1.2% 26
2021
Q2 		$3.54M Sell
11,106
-1,318
-11% -$419K 1.22% 24
2021
Q1 		$3.79M Buy
12,424
+1,005
+9% +$277K 1.34% 23
2020
Q4 		$3.03M Sell
11,419
-981
-8% -$270K 1.1% 28
2020
Q3 		$3.44M Sell
12,400
-374
-3% -$101K 1.37% 24
2020
Q2 		$3.2M Sell
12,774
-9,929
-44% -$2.27M 1.3% 25
2020
Q1 		$4.06M Buy
22,703
+10,063
+80% +$2.21M 1.61% 16
2019
Q4 		$2.76M Buy
12,640
+60
+0.5% +$13.6K 1.06% 32
2019
Q3 		$2.92M Sell
12,580
-624
-5% -$136K 1.11% 31
2019
Q2 		$2.75M Buy
13,204
+100
+0.8% +$19.9K 1.21% 28
2019
Q1 		$2.52M Buy
13,104
+456
+4% +$83.6K 1.11% 30
2018
Q4 		$2.17M Buy
12,648
+100
+0.8% +$17.9K 0.98% 34
2018
Q3 		$2.6K Sell
12,548
-600
-5% -$121K 0.78% 30
2018
Q2 		$2.56M Buy
13,148
+100
+0.8% +$18.7K 1.1% 29
2018
Q1 		$2.33M Buy
13,048
+700
+6% +$131K 1.01% 29
2017
Q4 		$2.34M Buy
12,348
+225
+2% +$38.8K 0.98% 30
2017
Q3 		$1.98M Buy
12,123
+1,700
+16% +$261K 0.92% 33
2017
Q2 		$1.6M Hold
10,423
– – 0.8% 44
2017
Q1 		$1.53M Sell
10,423
-1,376
-12% -$195K 0.79% 45
2016
Q4 		$1.58M Hold
11,799
– – 0.84% 43
2016
Q3 		$1.52M Hold
11,799
– – 0.84% 42
2016
Q2 		$1.51M Hold
11,799
– – 0.84% 40
2016
Q1 		$1.57M Buy
11,799
+4,000
+51% +$499K 0.9% 38
2015
Q4 		$1.03M Hold
7,799
– – 0.6% 47
2015
Q3 		$901K Hold
7,799
– – 0.56% 51
2015
Q2 		$867K Hold
7,799
– – 0.5% 52
2015
Q1 		$886K Hold
7,799
– – 0.5% 57
2014
Q4 		$819K Hold
7,799
– – 0.47% 59
2014
Q3 		$715K Hold
7,799
– – 0.42% 64
2014
Q2 		$631K Hold
7,799
– – 0.33% 75
2014
Q1 		$617K Buy
+7,799
New +$620K 0.34% 72

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Walter & Keenan Wealth Management's HD Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its Home Depot (HD) stake by 2.2% in Q2 2026, buying an estimated $65.4K and bringing the position to 9,249 shares worth $3.26M. The position accounts for 0.81% of the portfolio, ranked #31.

Walter & Keenan Wealth Management first reported a position in HD in Q1 2014 and has held it in 50 quarters since. The position peaked at $4.48M in Q4 2021. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Walter & Keenan Wealth Management held 9,249 shares of Home Depot worth $3.26M as of Q2 2026.
  • Walter & Keenan Wealth Management bought 201 Home Depot shares in Q2 2026, an estimated $65.4K.
  • Home Depot made up 0.81% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Walter & Keenan Wealth Management first reported a position in Home Depot in Q1 2014 and has held it in 50 quarters since.
  • Walter & Keenan Wealth Management's Home Depot position peaked at $4.48M in Q4 2021.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.