WWM
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Whalen Wealth Management’s Home Depot HD Stock Holding History

Whalen 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
Q3 		$813K Buy
2,859
+56
+2% +$18.4K 0.35% 83
2026
Q2 		$989K Buy
2,803
+15
+0.5% +$4.88K 0.44% 67
2026
Q1 		$917K Buy
2,788
+267
+11% +$97.3K 0.49% 51
2025
Q4 		$868K Buy
+2,521
New +$923K 0.47% 57
2025
Q1 		– Sell
-1,376
Closed -$535K – 147
2024
Q4 		$535K Buy
1,376
+387
+39% +$158K 0.37% 55
2024
Q3 		$401K Buy
+989
New +$361K 0.28% 79

Other funds holding HD

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Whalen Wealth Management's HD Position: Q3 2026 in Review

Whalen Wealth Management increased its Home Depot (HD) stake by 2% in Q3 2026, buying an estimated $18.4K and bringing the position to 2,859 shares worth $813K. The position accounts for 0.35% of the portfolio, ranked #83.

Whalen Wealth Management first reported a position in HD in Q3 2024 and has held it in 6 quarters since. The position peaked at $989K in Q2 2026. 215 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Whalen Wealth Management held 2,859 shares of Home Depot worth $813K as of Q3 2026.
  • Whalen Wealth Management bought 56 Home Depot shares in Q3 2026, an estimated $18.4K.
  • Home Depot made up 0.35% of Whalen Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Whalen Wealth Management first reported a position in Home Depot in Q3 2024 and has held it in 6 quarters since.
  • Whalen Wealth Management's Home Depot position peaked at $989K in Q2 2026.
  • 215 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.