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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Whalen Wealth Management increased its Home Depot (HD) stake by 11% in Q1 2026, buying an estimated $97.3K and bringing the position to 2,788 shares worth $917K. The position accounts for 0.49% of the portfolio, ranked #51.

Whalen Wealth Management first reported a position in HD in Q3 2024 and has held it in 4 quarters since. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Whalen Wealth Management held 2,788 shares of Home Depot worth $917K as of Q1 2026.
Whalen Wealth Management bought 267 Home Depot shares in Q1 2026, an estimated $97.3K.
Home Depot made up 0.49% of Whalen Wealth Management's portfolio in Q1 2026, its #51 holding.
Whalen Wealth Management first reported a position in Home Depot in Q3 2024 and has held it in 4 quarters since.
4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.