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Wambolt & Associates’s Home Depot HD Stock Holding History

Wambolt & Associates’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
Q2 		$974K Sell
2,610
-270
-9% -$97.7K 0.33% 83
2025
Q1 		$1.05M Buy
2,880
+191
+7% +$74.4K 0.36% 81
2024
Q4 		$1.05M Sell
2,689
-746
-22% -$305K 0.33% 85
2024
Q3 		$1.4M Buy
3,435
+436
+15% +$159K 0.38% 78
2024
Q2 		$1.01M Sell
2,999
-83
-3% -$28.3K 0.29% 87
2024
Q1 		$1.13M Sell
3,082
-718
-19% -$262K 0.34% 85
2023
Q4 		$1.32M Sell
3,800
-172
-4% -$53.3K 0.43% 80
2023
Q3 		$1.19M Buy
3,972
+498
+14% +$160K 0.43% 78
2023
Q2 		$1.08M Buy
3,474
+51
+1% +$15.1K 0.38% 98
2023
Q1 		$1.02M Sell
3,423
-762
-18% -$234K 0.36% 101
2022
Q4 		$1.32M Buy
4,185
+47
+1% +$14.3K 0.51% 70
2022
Q3 		$1.14M Sell
4,138
-15
-0.4% -$4.43K 0.49% 79
2022
Q2 		$1.14M Sell
4,153
-52
-1% -$15.4K 0.46% 84
2022
Q1 		$1.27M Sell
4,205
-99
-2% -$34.3K 0.46% 81
2021
Q4 		$1.79M Buy
4,304
+60
+1% +$22.8K 0.65% 46
2021
Q3 		$1.4M Buy
4,244
+6
+0.1% +$1.97K 0.56% 61
2021
Q2 		$1.36M Buy
4,238
+1,044
+33% +$332K 0.58% 57
2021
Q1 		$983K Sell
3,194
-75
-2% -$20.7K 0.51% 76
2020
Q4 		$868K Buy
3,269
+119
+4% +$32.7K 0.52% 72
2020
Q3 		$875K Sell
3,150
-25
-0.8% -$6.77K 0.65% 49
2020
Q2 		$795K Buy
3,175
+290
+10% +$66.4K 0.62% 55
2020
Q1 		$539K Buy
2,885
+426
+17% +$93.5K 0.56% 63
2019
Q4 		$537K Buy
2,459
+50
+2% +$11.3K 0.41% 78
2019
Q3 		$559K Buy
2,409
+306
+15% +$66.9K 0.46% 68
2019
Q2 		$437K Sell
2,103
-19
-0.9% -$3.79K 0.37% 88
2019
Q1 		$426K Buy
2,122
+248
+13% +$45.5K 0.39% 80
2018
Q4 		$322K Buy
+1,874
New +$336K 0.36% 97

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wambolt & Associates's HD Position: Q2 2025 in Review

Wambolt & Associates reduced its Home Depot (HD) stake by 9.4% in Q2 2025, selling an estimated $97.7K and leaving 2,610 shares worth $974K. The position accounts for 0.33% of the portfolio, ranked #83.

Wambolt & Associates first reported a position in HD in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.79M in Q4 2021. 3,996 funds tracked by Wall St. Rank hold HD as of Q2 2025.

  • Wambolt & Associates held 2,610 shares of Home Depot worth $974K as of Q2 2025.
  • Wambolt & Associates sold 270 Home Depot shares in Q2 2025, an estimated $97.7K.
  • Home Depot made up 0.33% of Wambolt & Associates's portfolio in Q2 2025, its #83 holding.
  • Wambolt & Associates first reported a position in Home Depot in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's Home Depot position peaked at $1.79M in Q4 2021.
  • 3,996 funds tracked by Wall St. Rank held Home Depot as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.