XF
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XML Financial’s Home Depot HD Stock Holding History

XML Financial’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 		$2.68M Sell
7,610
-486
-6% -$158K 0.2% 104
2026
Q1 		$2.66M Buy
8,096
+165
+2% +$60.1K 0.21% 102
2025
Q4 		$2.73M Sell
7,931
-714
-8% -$262K 0.22% 94
2025
Q3 		$3.5M Buy
8,645
+1,375
+19% +$541K 0.29% 87
2025
Q2 		$2.67M Sell
7,270
-36
-0.5% -$13K 0.23% 92
2025
Q1 		$2.68M Buy
7,306
+24
+0.3% +$9.35K 0.25% 90
2024
Q4 		$2.83M Buy
7,282
+76
+1% +$31K 0.26% 91
2024
Q3 		$2.92M Buy
7,206
+82
+1% +$29.9K 0.27% 90
2024
Q2 		$2.45M Sell
7,124
-738
-9% -$252K 0.25% 98
2024
Q1 		$3.02M Sell
7,862
-772
-9% -$282K 0.31% 85
2023
Q4 		$2.99M Buy
8,634
+95
+1% +$29.4K 0.32% 88
2023
Q3 		$2.58M Buy
8,539
+465
+6% +$150K 0.31% 84
2023
Q2 		$2.5M Buy
8,074
+461
+6% +$136K 0.29% 89
2023
Q1 		$2.25M Buy
7,613
+175
+2% +$53.7K 0.27% 98
2022
Q4 		$2.35M Buy
7,438
+363
+5% +$111K 0.3% 96
2022
Q3 		$1.95M Buy
7,075
+2,776
+65% +$819K 0.27% 96
2022
Q2 		$1.18M Sell
4,299
-2,448
-36% -$723K 0.27% 76
2022
Q1 		$2.02M Buy
6,747
+371
+6% +$129K 0.24% 102
2021
Q4 		$2.65M Buy
6,376
+16
+0.3% +$6.09K 0.32% 90
2021
Q3 		$2.09M Buy
6,360
+2,430
+62% +$798K 0.28% 95
2021
Q2 		$1.25M Buy
3,930
+318
+9% +$101K 0.28% 73
2021
Q1 		$1.1M Sell
3,612
-287
-7% -$79.1K 0.27% 77
2020
Q4 		$1.04M Buy
3,899
+944
+32% +$259K 0.27% 78
2020
Q3 		$821K Buy
2,955
+1,232
+72% +$334K 0.26% 83
2020
Q2 		$432K Buy
1,723
+170
+11% +$38.9K 0.15% 109
2020
Q1 		$290K Buy
1,553
+14
+0.9% +$3.07K 0.13% 123
2019
Q4 		$336K Buy
+1,539
New +$349K 0.12% 129

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

XML Financial's HD Position: Q2 2026 in Review

XML Financial reduced its Home Depot (HD) stake by 6% in Q2 2026, selling an estimated $158K and leaving 7,610 shares worth $2.68M. The position accounts for 0.2% of the portfolio, ranked #104.

XML Financial first reported a position in HD in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.5M in Q3 2025. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • XML Financial held 7,610 shares of Home Depot worth $2.68M as of Q2 2026.
  • XML Financial sold 486 Home Depot shares in Q2 2026, an estimated $158K.
  • Home Depot made up 0.2% of XML Financial's portfolio in Q2 2026, its #104 holding.
  • XML Financial first reported a position in Home Depot in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Home Depot position peaked at $3.5M in Q3 2025.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.