WFS
HD icon

Widmann Financial Services’s Home Depot HD Stock Holding History

Widmann Financial Services’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 		$2.42M Sell
6,875
-155
-2% -$50.4K 1.3% 19
2026
Q1 		$2.31M Buy
7,030
+156
+2% +$56.8K 1.38% 19
2025
Q4 		$2.37M Buy
6,874
+15
+0.2% +$5.49K 1.45% 18
2025
Q3 		$2.78M Sell
6,859
-114
-2% -$44.8K 1.75% 15
2025
Q2 		$2.56M Buy
6,973
+167
+2% +$60.4K 1.78% 13
2025
Q1 		$2.49M Buy
6,806
+146
+2% +$56.9K 1.94% 15
2024
Q4 		$2.59M Buy
6,660
+132
+2% +$53.9K 2% 14
2024
Q3 		$2.64M Sell
6,528
-122
-2% -$44.5K 2% 13
2024
Q2 		$2.29M Sell
6,650
-82
-1% -$28K 1.86% 13
2024
Q1 		$2.58M Sell
6,732
-89
-1% -$32.5K 2.17% 12
2023
Q4 		$2.36M Buy
6,821
+12
+0.2% +$3.72K 2.13% 12
2023
Q3 		$2.06M Sell
6,809
-10
-0.1% -$3.22K 2.05% 14
2023
Q2 		$2.12M Buy
6,819
+10
+0.1% +$2.95K 2.03% 12
2023
Q1 		$2.01M Buy
6,809
+65
+1% +$19.9K 2.03% 14
2022
Q4 		$2.13M Buy
6,744
+70
+1% +$21.3K 2.23% 14
2022
Q3 		$1.84M Sell
6,674
-25
-0.4% -$7.38K 2.04% 14
2022
Q2 		$1.84M Buy
6,699
+131
+2% +$38.7K 1.9% 18
2022
Q1 		$1.97M Buy
6,568
+116
+2% +$40.2K 1.74% 17
2021
Q4 		$2.68M Buy
+6,452
New +$2.46M 2.21% 10

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

Widmann Financial Services's HD Position: Q2 2026 in Review

Widmann Financial Services reduced its Home Depot (HD) stake by 2.2% in Q2 2026, selling an estimated $50.4K and leaving 6,875 shares worth $2.42M. The position accounts for 1.3% of the portfolio, ranked #19.

Widmann Financial Services first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.78M in Q3 2025. 4,108 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Widmann Financial Services held 6,875 shares of Home Depot worth $2.42M as of Q2 2026.
  • Widmann Financial Services sold 155 Home Depot shares in Q2 2026, an estimated $50.4K.
  • Home Depot made up 1.3% of Widmann Financial Services's portfolio in Q2 2026, its #19 holding.
  • Widmann Financial Services first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's Home Depot position peaked at $2.78M in Q3 2025.
  • 4,108 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.