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Williams Jones Wealth Management’s Home Depot HD Stock Holding History

Williams Jones 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 		$55.8M Sell
158,206
-25,282
-14% -$8.22M 0.63% 39
2026
Q1 		$60.3M Sell
183,488
-56,694
-24% -$20.7M 0.74% 37
2025
Q4 		$82.6M Sell
240,182
-61,398
-20% -$22.5M 0.93% 30
2025
Q3 		$122M Sell
301,580
-1,819
-0.6% -$715K 1.4% 21
2025
Q2 		$111M Sell
303,399
-3,703
-1% -$1.34M 1.33% 22
2025
Q1 		$113M Sell
307,102
-7,069
-2% -$2.75M 1.44% 22
2024
Q4 		$122M Sell
314,171
-6,250
-2% -$2.55M 1.47% 21
2024
Q3 		$130M Sell
320,421
-5,747
-2% -$2.1M 1.52% 21
2024
Q2 		$112M Sell
326,168
-4,904
-1% -$1.67M 1.39% 22
2024
Q1 		$127M Buy
331,072
+2,895
+0.9% +$1.06M 1.62% 19
2023
Q4 		$114M Sell
328,177
-2,099
-0.6% -$650K 1.59% 19
2023
Q3 		$99.8M Buy
330,276
+15,287
+5% +$4.92M 1.53% 21
2023
Q2 		$97.8M Buy
314,989
+4,482
+1% +$1.32M 1.47% 22
2023
Q1 		$91.6M Sell
310,507
-483
-0.2% -$148K 1.44% 24
2022
Q4 		$98.2M Buy
310,990
+4,944
+2% +$1.51M 1.64% 21
2022
Q3 		$84.5M Sell
306,046
-5,086
-2% -$1.5M 1.47% 22
2022
Q2 		$85.3M Buy
311,132
+25,675
+9% +$7.58M 1.38% 24
2022
Q1 		$85.4M Sell
285,457
-9,658
-3% -$3.35M 1.19% 26
2021
Q4 		$122M Buy
295,115
+708
+0.2% +$270K 1.53% 22
2021
Q3 		$96.6M Buy
294,407
+5,885
+2% +$1.93M 1.35% 25
2021
Q2 		$92M Buy
288,522
+2,493
+0.9% +$793K 1.29% 27
2021
Q1 		$87.3M Buy
286,029
+6,447
+2% +$1.78M 1.37% 26
2020
Q4 		$74.3M Buy
279,582
+16,879
+6% +$4.64M 1.21% 28
2020
Q3 		$73M Buy
262,703
+1,336
+0.5% +$362K 1.35% 25
2020
Q2 		$65.5M Buy
261,367
+20,606
+9% +$4.72M 1.34% 24
2020
Q1 		$45M Sell
240,761
-27,377
-10% -$6.01M 1.17% 30
2019
Q4 		$58.6M Buy
268,138
+33,445
+14% +$7.57M 1.12% 32
2019
Q3 		$54.5M Buy
+234,693
New +$51.3M 1.12% 34

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

Williams Jones Wealth Management's HD Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Home Depot (HD) stake by 14% in Q2 2026, selling an estimated $8.22M and leaving 158,206 shares worth $55.8M. The position accounts for 0.63% of the portfolio, ranked #39.

Williams Jones Wealth Management first reported a position in HD in Q3 2019 and has held it in 28 quarters since. The position peaked at $130M in Q3 2024. 4,115 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Williams Jones Wealth Management held 158,206 shares of Home Depot worth $55.8M as of Q2 2026.
  • Williams Jones Wealth Management sold 25,282 Home Depot shares in Q2 2026, an estimated $8.22M.
  • Home Depot made up 0.63% of Williams Jones Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Williams Jones Wealth Management first reported a position in Home Depot in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Home Depot position peaked at $130M in Q3 2024.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.